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轮到中国卡脖子了!全球仅有5辆的重器,只租不卖,每年净赚300亿
Sou Hu Cai Jing· 2025-10-24 06:15
Core Insights - SPMT (Self-Propelled Modular Transporter) is recognized as a "super transport device" on land, playing a crucial role in heavy equipment transportation [1] - The introduction of SPMT has significantly advanced engineering projects that were previously deemed nearly impossible [1] Group 1: SPMT Capabilities - SPMT has a massive structure with thousands of wheels, capable of carrying extremely heavy objects while maintaining flexibility and precision during transport [3] - It can carry oversized modules with a positional accuracy of only 2 millimeters, showcasing its unique advantages in large-scale transportation [5] Group 2: Historical Context and Development - SPMT first appeared in the 1980s and has since been pivotal in engineering construction, outperforming previous methods of transporting large objects [7] - The traditional approach involved pre-fabricating components for assembly on-site, which, while efficient, posed challenges if too many modules were split [7] Group 3: Technological Advancements in China - Initially, China faced challenges in SPMT technology and relied on foreign rentals, which were costly and limited in flexibility [9] - In 2008, China successfully developed its first SPMT, marking a breakthrough in this critical field and altering the global market landscape [9] - By 2009, SPMT played a vital role in the construction of the Hong Kong-Zhuhai-Macao Bridge, demonstrating China's technological capabilities [11] Group 4: Current Market Position - China now possesses some of the world's most advanced SPMT equipment, with all five of the global ultra-high-capacity SPMTs located in the country [11] - The country has transitioned from relying on foreign equipment to becoming a significant player in the global market, generating hundreds of billions in rental income [11] - Western countries, once confident in their SPMT technology, are now renting equipment from China to meet project demands, indicating a shift in market dynamics [12]
从工业巨人到技术“被卡”,俄罗斯连燃气轮机都搞不好,要从伊朗进口,工业自信何在?
Sou Hu Cai Jing· 2025-10-03 06:01
Core Insights - Iran's announcement to export MGT-75 gas turbines to Russia highlights the industrial crisis faced by Russia and the complex geopolitical situation [1][3] - The historical context reveals that Russia was once a leader in gas turbine technology but has faced significant setbacks since the dissolution of the Soviet Union [1] - The ongoing Ukraine conflict and subsequent Western sanctions have severely impacted Russia's gas turbine production capabilities, leading to reliance on foreign technology [3][5] Group 1: Russia's Industrial Challenges - Russia's dependency on Siemens and General Electric for gas turbine technology has been disrupted by sanctions, resulting in significant project delays and financial losses [3] - The lack of components has halted military projects, showcasing the extent of Russia's industrial stagnation [3][5] - The collaboration with Iran, while providing short-term relief, reflects a deeper issue of technological inadequacy within Russia's industrial framework [5][7] Group 2: Iran's Role and Limitations - Iran's MGT-75 gas turbine, despite claims of full domestic production, still relies on imported core components, indicating limitations in its technological capabilities [5] - Previous plans for Iran to export 40 turbines to Russia were thwarted by technical challenges and sanctions, highlighting the ongoing struggle in meeting large-scale demands [5] - The partnership between Iran and Russia is characterized as a temporary solution rather than a sustainable technological alliance [5][7] Group 3: China's Emerging Influence - China's GT-25000 gas turbine has evolved from Soviet designs into a leading global product, marking a significant advancement in its energy technology sector [5][7] - Russia's recent procurement of 20 GT-25000 turbines from China signifies a shift in technological reliance and acknowledges China's role as a key partner [5][7] - The rise of China in the gas turbine market is reshaping the global energy landscape, indicating a move towards a more diversified technological ecosystem [7]