越南铝业将受益汽车行业的发展,迎来新的景气周期。
随着汽车行业越来越关注燃油效率、降低二氧化碳排放和设计灵活性,铝在现代汽车中发挥着越来越重要的作用。铝的使用使汽车的总重量在各个方面减轻了几公斤。
许多汽车部件,包括散热器、车轮、悬架部件、保险杠、变速箱体、发动机缸体以及引擎盖、车门甚至车架等车身部件,都是由铝制成的。它正在帮助铝市场呈指数级增长。
根据越南汽车制造商协会的数据,该国汽车总产量为17,314辆,其中乘用车(14,036辆)占比最大,其次是商用车(3,174辆)和专用车(104辆)。
此外,到2022年,越南乘用车市场预计将产生63.328亿美元的收入。汽车的复合年增长率可能为1.64%,未来三年市场规模将达到67.578亿美元。
越南汽车制造商协会(VAMA)还建议国家汽车发展战略(2021-2050)促进制造业并促进电动汽车的使用。2030年至2040年间,电动汽车的数量将大幅增加,届时产能将达到350万辆,相比目前增长约202倍。
越南铝市场本质上是分散的。主要参与者包括Resonac Holdings Corporation、Dynacast、TSUKUBA DIECASTING Co., Ltd.、GARMCO 和 Global Vietnam Aluminium Co. Ltd (RUBY)。
Vietnam's aluminum industry will benefit from the development of the automotive industry and usher in a new business cycle.
As the automotive industry increasingly focuses on fuel efficiency, reduced CO2 emissions, and design flexibility, aluminum is playing an increasingly important role in modern vehicles. The use of aluminum has reduced the total weight of the car by several kilograms in all respects.
Many automotive components, including radiators, wheels, suspension components, bumpers, gearbox blocks, engine blocks, and body parts such as hoods, doors, and even frames, are made of aluminum. It is helping the aluminum market grow exponentially.
According to the Vietnam Automobile Manufacturers Association, the country's total automobile production was 17,314 units, with passenger cars (14,036 units) accounting for the largest proportion, followed by commercial vehicles (3,174 units) and special purpose vehicles (104 units).
Moreover, the Vietnamese passenger car market is expected to generate USD 6,332.8 million in revenue by 2022. Automobiles are likely to grow at a CAGR of 1.64% and reach $6,757.8 million in the next three years.
The Vietnam Automobile Manufacturers Association (VAMA) also recommended the National Automotive Development Strategy (2021-2050) to promote manufacturing and promote the use of electric vehicles. Between 2030 and 2040, the number of electric vehicles will increase dramatically, reaching 3.5 million units, an increase of about 202 times compared to today.
The Vietnamese aluminum market is fragmented in nature. Major players include:Resonac Holdings Corporation、Dynacast、TSUKUBA DIECASTING Co., Ltd.、GARMCO 和 Global Vietnam Aluminium Co. Ltd (RUBY)。