Kev soj ntsuam ntawm qhov xwm txheej tam sim no, Kev Sib Haum Xeeb thiab Kev Lag Luam Kev Lag Luam Ntawm Hluav Taws Xob -Qib Fiberglass Cloth Industry
I. Kev lag luam tam sim no: AI Restructures Supply thiab Demand, High-kawg cov khoom tau txais nce ntim thiab nqi
Kev loj hlob sai ntawm Kev Ua Lag Luam ScaleLub ntiaj teb hluav taws xobfiberglassKev lag luam npuag tau txog kwv yees li 8.6 billion US las hauv 2024 thiab tau kwv yees tias yuav nce mus txog 18.2 billion US las los ntawm 2030, nrog CAGR ntawm 13.5% los ntawm 2024 txog 2030. Kev lag luam hauv tsev tau nthuav dav ib txhij, nrog rau qhov ntsuas nce mus txog 30 billion RMB xyoo 2013}, thiab cov khoom lag luam siab tshaj {{201}% 4.
Tight Supply-demand Pattern thiab Sustained Price Nce Driven los ntawm kev thov rau AI servers thiab siab - hloov ceev, siab -kawg hluav taws xob fiberglass fabrics (1080, 2116, 7628) yog nyob rau hauv cov qauv tsis txaus.Tus nqi ntawm tus qauv 7628 MB 2 meter 2 meter 1 electronic rose . 6.5 RMB ib 'meter' nyob rau lub Plaub Hlis 2026, sawv cev nce ntau dua 56.6%. Nyias thiab ultra{14}} cov ntaub nyias nyias pom txawm tias muaj txiaj ntsig loj dua, nrog cov khoom muag ntsuas txhua lub lim tiam.
Kev sib tw toj roob hauv pes: Sawv ntawm Cov Thawj Coj Hauv Tsev thiab Kev Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij Tshaj Lij ntawm 68.5%.Tuam Tshoj Jushi (lub ntiaj teb loj tshaj plaws tsim muaj peev xwm, 1.2 billion meters ib xyoos, 28% kev ua lag luam qhia), Honghe Technology (tus thawj coj hauv ultra-} nyias ntaub) thiab Sinoma fabrics Lub Peb Hlis 20 hauv Suav teb tshwj xeeb. ntiaj teb cov khoom siv hluav taws xob loj tshaj plaws nyob rau hauv Huai'an nrog lub peev xwm txhua xyoo ntawm 390 lab metres, ntxiv dag zog rau nws txoj haujlwm tseem ceeb.
II. Kev Lag Luam Kev Lag Luam: Peb Cov Lus Qhia Tseem Ceeb - Siab- kawg, Ultra- nyias thiab ntsuab
Kev hloov kho khoom lag luam: Hloov mus rau qis-Dk, Tsawg-CTE thiab Quartz Fabric (Q-Cov ntaub)
Ultra-thinning: 9μm / 4μm ultra- cov ntaub nyias nyias ua txhaum cov txheej txheem monopolies kom phim AI ntim substrates.
Tsawg dielectric tsis tu ncua (Low-Dk): Txo cov teeb liab poob thiab dhau los ua tus qauv teeb tsa rau siab -kev sib txuas lus ceev thiab AI servers.
Tsawg coefficient ntawm thermal expansion (Low-CTE): Hloov mus rau qib siab Chiplet ntim.
Quartz npuag (Q-Cov ntaub): Qhov kev daws teeb meem zoo tshaj plaws rau ultra-cov xwm txheej siab; Ib qho NVIDIA GB300 unit siv 18-24 meters.
Lub Sijhawm Golden rau Kev Hloov Pauv Hauv TsevHigh- xaus cov khoom siv hluav taws xob xa tawm raug kev txom nyem los ntawm cov nqi siab thiab cov khoom tsis ruaj khov.Cov tuam txhab lag luam hauv tsev tau tawg los ntawm cov thev naus laus zis thiab tau txais ntawv pov thawj los ntawm NVIDIA thiab TSMC.Supported los ntawm lub teb chaws txoj cai thaum lub sij hawm 15th Tsib -Xyoo Plan lub sij hawm, 2028-2026 kev thuam.
Green & Intelligent Manufacturing Becomes StandardChina Jushi's Huai'an puag paub 100% ntsuab fais fab kev pab them nqi nrog ib tug txhua xyoo carbon emission txo ntawm 400,000 tons.Kev lag luam yog hloov mus rau xoom carbon, txawj ntse thiab high efficiency los ntxiv dag zog rau tag nrho cov kev sib tw.
III. Kev Ua Lag Luam Zoo: Ntev - Lub Sij Hawm Kev Loj Hlob nrog Peb Tus Txheej Txheem Kev Loj Hlob
1.AI Computing Revolution (Core Driver)
High-kawg AI servers txais 7-8 txheej PCBs, siv 5 txog 8 npaug ntau dua cov ntaub ntawv hluav taws xob ntau dua li cov servers zoo tib yam.Nruam kev nqis peev hauv kev suav cov txheej txheem yuav ua rau ntev -lub sij hawm xav tau kev loj hlob.
2.New Energy & Automotive Electronics (Stable Increment)
Kev kho dua tshiab ntawm cov khoom siv hluav taws xob thiab hluav taws xob hauv tsheb tshiab lub zog tau txhawb nqa PCB kev siv ntau dua 30%.
3.6G & Advanced Ntim (Kev Loj Hlob Yav Tom Ntej)
6G thev naus laus zis ua rau muaj kev thov siab rau siab - zaus thiab siab - cov ntaub ntawv ceev, txhawb kev loj hlob ib xyoos ib zaug ntawm ntau dua 15% rau Low-Dk fabrics thiab quartz fabrics.Advanced ntim technologies suav nrog Chiplet, 2.5D thiab 3D ntim tsis tu ncua nce cov kev xav tau rau ultra{9} thiab {8}
Lub tshuab hluav taws xob fiberglass npuag kev lag luam tau ua pov thawj peb qhov txiaj ntsig zoo: kev rov qab los, kev hloov kho thev naus laus zis thiab kev hloov pauv hauv tsev. Nws tau hloov zuj zus los ntawm cov khoom siv ib txwm siv rau hauv kev ua haujlwm tseem ceeb rau AI suav. Nyob rau hauv lub sijhawm ntev, siab -qhov kawg iteration thiab localized hloov pauv yuav qhib lub peev xwm loj hlob mus ntev. Los ntawm 2026 txog 2030, cov tuam txhab ua lag luam nrog cov txiaj ntsig zoo hauv kev siv thev naus laus zis, kev tsim muaj peev xwm thiab tus nqi yuav ua tus thawj coj hauv kev lag luam thiab tau txais txiaj ntsig zoo los ntawm kev lag luam nthuav dav nyiaj faib tawm.
