Izindaba - Sizoba yini isidingo semakethe samabhawodi wamaloli e-Afrika ngo-2025?

Izici Zesidingo Semakethe zeIloli U Boltse-Afrika ngo-2025

Umongo Wemboni

Imakethe yezimoto zezentengiselwano yase-Afrika ikhula ngokuguqukayo, kanti isidingo sebhawudi kulindeleke ukuthi sifinyelele ku-$380 million ngo-2025 (Frost & Sullivan). Lokhu kuqubuka kugqugquzelwa yizinto ezintathu ezisebenzisanayo: ukukhululeka kwezohwebo kweqa imingcele ngaphansi kwe-AfCFTA, ukubambisana kwezimboni zaseShayina “Ibhande Nomgwaqo”, kanye nezinhlelo zokuthuthukisa ingqalasizinda yesifunda.

I. Funa Abashayeli

Ukwanda Kokuthunyelwa Kwamaloli:

Kusukela ngoJanuwari kuya kuMeyi 2025, iChina yathumela amaloli angu-222,000 e-Afrika (idatha ye-CAAM), okuwukukhuphuka konyaka ngo-67%, kanti u-58% kuyizimoto ezithwala impahla.

Indlela: Iloli ngalinye elisindayo lidinga amabhawodi angu-2,000+ aphezulu ngokwesilinganiso. I-boom yokuthunyelwa kwamanye amazwe idala ukukhuphuka kwesidingo samabhawodi wonyaka okulinganiselwa ku-15,000.

Icala: Amaloli ochungechunge lwe-Sinotruk e-HOWO abusa izimakethe zaseNyakatho Afrika, amazinga okuhluleka kwamabhawodi angaphansi kuka-0.3% ezimeni zasogwadule.

Ukwandiswa Kokukhiqiza Kwendawo:

Ama-OEM aseShayina asebenzisa izitshalo ezingama-29 KD e-Afrika yonkana (Algeria, Nigeria, Ethiopia), ezinomthamo ophelele ofinyelela kumayunithi angama-50,000 ngonyaka.

I-Supply Chain Effect: Ukuhlanganiswa kwendawo kudinga i-inventory eshesha kakhulu engu-30-40% kunokungenisa kwe-CBU ukuze kuhlangatshezwane nokuntengantenga kokukhiqiza.

Isibonelo: Iplanti ye-FAW's Tanzania ithola u-72% wamabhawudi avela kubahlinzeki be-Chinese abafana ne-Shanghai Prime Machinery.

Ukutshalwa Kwezimali Kwengqalasizinda Okusheshisiwe:

Njengoba ama-dollar ayizigidi eziyizinkulungwane ezingama-175 azibophezele kwingqalasizinda yezokuthutha (PIDA 2025), amazwe afana neKenya (ukuya emadolobheni angama-42%) akhombisa i-CAGR engama-23% esidingweni samaloli okwakha.

Isidingo Se-Spillover: I-excavator ngayinye edayisiwe ikhiqiza isidingo se-2-3x sebhawudi sokusekela amaloli ngokulungiswa komjikelezo wempilo.

II. Izimpawu Zemakethe

Ukubusa Kokusebenza Kwezindleko:

Imishini yaseShayina eyimishini inesabelo semakethe esingu-43% (Q1 2025), ngamanani ebhawodi angama-30-50% aphansi kunezilinganiso zase-Europe ngenkathi ihlangabezana namazinga e-ISO 898-1.

Isidingo Esiqinile Sokunakekelwa:

Izimo zemigwaqo yase-Afrika zibangela ukugqokwa kwebhawodi ngokushesha oku-3 kunesilinganiso somhlaba wonke. Izindiza zaseNigeria zishintsha amabhawodi amisiwe njalo ngemva kwezinyanga eziyi-18 uma kuqhathaniswa neminyaka emi-5 e-Europe.

Umthelela Wokushintshwa Kwamandla:

Amaloli kagesi (12% wokuthengiswa okusha eGhana) aqhuba isidingo salokhu:

▸ Amabhawodi ebhethri e-aluminium alloy (i-anti-electrolytic corrosion)

▸ Amabhawodi afakwa nge-polymer enziwe nge-polymer (i-vibration damping)

III. Ukusabalalisa Kwesifunda

Ama-Industrial Hubs: INingizimu Afrika/i-Nigeria/i-Egypt yenza u-68% wesidingo, ibambe u-80% wama-OEM ezimoto ezwekazi.

I-Growth Frontiers: Amapaki ezimboni ase-Ethiopia akha amaloli adinga amabhawodi angu-9,000+ minyaka yonke emihubheni yohwebo yaseMpumalanga Afrika.

IV. I-Competitive Landscape

Isigaba 1: I-Wurth/ITW (i-premium OE supply)

Isigaba 2: Abakhiqizi baseShayina (amasheya angu-60% emakethe yangemuva) abasebenza ngokukhethekile:

▸ Amabhothi e-Chassis anokumelana okuthuthukisiwe kwe-salt-spray (amahora angu-2,000+)

▸ Imiklamo ekhishwa ngokushesha yokulungiswa komgwaqo

Ithrendi Esafufusa: Amabhizinisi ahlangene endawo njengeGolden Dragon-Nigeria manje akhiqiza amabhawodi ebanga le-10.9 ngaphakathi.

Ikusasa Outlook

Imakethe izobona i-CAGR engu-18% kuze kube ngu-2028, iqhutshwa ukufakwa kukagesi kwamaloli ezimayini kanye nokwamukelwa kwe-fasteners okujwayelekile ngaphansi kwemithetho yentela ye-AfCFTA.