1. Nānā Kūʻai Kūʻai - ʻAmelika Hema
Kuhi ʻia ka mākeke mīkini mahiʻai kūloko ma kahi o $ 35.8 biliona ma 2025, e ulu ana ma kahi 4.7% CAGR ma 2030.
I loko o kēia, ke piʻi aʻe nei ke koi ʻana no nā ala kaʻa-ʻoi aku ka nui o nā hoʻolālā triangular-ma muli o nā pono no ka hoʻemi ʻia ʻana o ka lepo, ka hoʻonui ʻana i ka huki ʻana i nā ʻāpana mea kanu e like me ka soy a me ke kō, a me ka mīkini i kākoʻo ʻia e ka piʻi ʻana o nā uku hana.
2. Ka Nui a me ka ulu ʻana o ka mākeke - Triangular Rubber Tracks
I ka honua holoʻokoʻa, ʻo ka ʻāpana triangular track rubber ka waiwai o $ 1.5 bn i 2022, i manaʻo ʻia e hiki i $ 2.8 bn e 2030 (CAGR ~ 8.5%).
ʻO ʻAmelika Hema, alakaʻi ʻia e Brazil a me Argentina, ke alakaʻi nei i ka lawe ʻana o ka CRT kūloko - ʻoi aku ka nui o nā mea kanu waiwai nui - ʻoiai ʻaʻole mau ka ulu ʻana ma nā ʻāina āpau.
ʻO nā ʻano o ka ʻāpana kaʻa kaʻa kaʻa ākea ākea: ka mākeke hoʻopaʻapaʻa mahiʻai honua ~USD 1.5 bn i 2025, e ulu ana 6-8% i kēlā me kēia makahiki, e kūlike me ka MAR a me nā manaʻolana kikoʻī.
3. ʻĀina hoʻokūkū
Nā mea hana nui honua: Camso/Michelin, Bridgestone, Continental, Zhejiang Yuan Chuang, Shanghai Huxiang, Jinchong, Soucy, GripTrac.
Nā kikowaena hana ʻAmelika Hema: Hoʻokipa ʻo Argentina i 700+ mau SME mīkini (e laʻa, ʻo John Deere, CNH), i hui pū ʻia ma Córdoba, Santa Fe, Buenos Aires; ʻO nā mea hana kūloko no ~80% o nā kūʻai kūloko.
Kūleʻa haʻahaʻa ka mākeke: paʻa nā alakaʻi o ka honua i ka 25-30% kahele, ʻoiai nā mea hoʻolako kūloko / kūloko e hoʻokūkū i ka uku a me ka lawelawe hope.
4. ʻO ka mea kūʻai aku a me nā mea kūʻai aku
Nā mea hoʻohana hope mua: soybean-a-nui, kō, a me nā mea hana palaoa—ma Pasila a me Argentina—e koi ana i nā hoʻonā mīkini ma muli o ka piʻi ʻana o nā kumukūʻai hana.
Nā mea hoʻokele koi: ka hana (traction), ka pale ʻana i ka lepo, ka lōʻihi o nā mea hana, a me ke koena o ke kumu kūʻai. Makemake nā mea kūʻai i nā hōʻailona hilinaʻi a me nā lawelawe aftermarket.
ʻO nā wahi ʻeha: nā kumu kūʻai kiʻekiʻe a me nā ʻano like ʻole o ke kālā kūloko / kumu kūʻai lāʻau he mea pale nui.
5. Nā Huahana a me nā ʻenehana
Ke kūkulu ʻia nei nā mea hoʻohui māmā a me ka lāʻau bio-based no ka hoʻohaʻahaʻa ʻana i ka lepo a me nā kumukūʻai hana.
Nā mele akamai: e puka mai ana nā mea ʻike i hoʻohui ʻia no ka nānā ʻana i ka lole wānana a me ka hoʻokō pono ʻana i ka mahiʻai.
Hoʻopilikino ʻia/R&D i ka hoʻololi ʻana i nā ala i ke kiʻi ʻoniʻoni (e laʻa, triangular CRT geometry) makemake i nā kūlana ʻāina ʻAmelika Hema.
6. Nā Kūʻai Kūʻai a me ka Ecosystem
ʻO ka hui pū ʻana o OEM (me nā hōʻailona e like me John Deere, CNH, AGCO) e hoʻomalu i nā lako lako hou.
ʻO nā kahawai ma hope o ka mākeke: koʻikoʻi nā mea kūʻai kūʻai kūikawā e hāʻawi ana i ka hoʻonohonoho ʻana a me ka lawelawe ʻana i ke kahua - ʻoi aku ka nui ma muli o nā manawa alakaʻi lōʻihi i ka lawe ʻana mai.
Hui hoʻolaha: hoʻohui ikaika me nā mea kūʻai lako lako kūloko; e ulu ana ma ka pūnaewele no nā ʻāpana pani.
Ka manawa hoʻouna: Jun-25-2025
