Tseeb Kev Lag Luam Trends hauv Fiberglass Electronic Cloth
I. Soaring Prices: Kev Kho Tus Nqi Txhua hli, Hla - lub - nce nqi nce
Hauv xyoo 2026, cov nqi hluav taws xob hluav taws xob tau nkag mus rau lub sijhawm nce txhua hli, nce plaub lub hlis sib law liag thiab nce mus txog qhov siab tshiab hauv xyoo tas los no.
- Standard Fabric: Core qauv 7628 yog luv nqi ntawm 6.2-6.5 yuan / meter, 2116 nyias ntaub ntawm 7.6 yuan / meter, thiab 1080 ultra-nyias ntaub ntawm 7.9 yuan / meter, sawv cev nce ntxiv ntawm kwv yees li 30%-50% ntawm lub Kaum Hli.
- High-kawg AI-Cov ntaub tshwj xeeb: Tsawg-Dk thib ob- tiam qis- dielectric ntaub yog luv nqi ntawm 160 yuan / meter, ntau dua ob npaug ntawm tus nqi thaum pib ntawm lub xyoo; Tsawg-CTE, Q npuag, thiab ultra- ntaub nyias nyias muaj tsawg heev, nrog rau lub voj voog xa khoom ntau tshaj 9 lub hlis.
- Cov nyhuv kis tau tus mob: Ua cov tooj liab-clad laminate manufacturers ib txhij tau nce nqi los ntawm 10% thaum kawg ntawm lub Plaub Hlis, qhia meej meej tias cov khoom siv hluav taws xob nruj, nrog rau cov nqi nrawm tau dhau mus rau kev lag luam hauv qab.
II. Supply thiab Demand Imbalance: AI Boom ntsib lub tshuab xaws lub raj mis
- Explosive Demand: Tus naj npawb ntawm PCB txheej hauv AI servers tau nce los ntawm 14-24 txheej rau 20-30 txheej, xav tau 3-5 npaug ntau dua cov ntaub ntawv hluav taws xob hauv ib chav tsev thiab nce tus nqi 8-12 npaug piv rau cov servers ib txwm muaj. Ntiaj teb no thov rau high-end ntaub yog kwv yees kom tshaj 200 lab meters los ntawm 2026, nrog ib tug tsis txaus ntawm 30% -50%.
- Supply Bottleneck: Lub ntsiab bottleneck nyob rau hauv siab -precision air- dav hlau looms. Cov khoom lag luam thoob ntiaj teb raug txwv, thiab lub sijhawm xaj xaj xaj tshiab yog ntev li 18-24 lub hlis. Yuav luag tsis muaj peev xwm tshiab yuav tsum tau tso tawm rau xyoo 2026. Cov thawj coj hauv kev lag luam tsuas muaj 7-10 hnub ntawm cov khoom muag (ib txwm 2-3 lub hlis), thiab Tuam Tshoj Jushi tsuas muaj ib lub lim tiam cov khoom lag luam ntawm cov ntaub zoo tib yam, ua rau tag nrho cov khoom tsim thiab muag, thiab cov khoom lag luam poob qis ntawm kev thov.
- Structure Squeeze: Cov neeg tsim khoom tseem ceeb tshaj plaws ntawm kev tsim cov qib siab -paj, siab -kawg fabrics, passively txo cov ntaub zoo tib yam tsim muaj peev xwm, tsim kom muaj ib tug nruj cov khoom nyob rau hauv tag nrho cov kev lag luam, nrog rau high - kawg thiab zoo tib yam fabrics nyob rau hauv luv luv.
III. Kev Muaj Peev Xwm Tshaj Tawm: Cov Tuam Txhab Tuam Txhab Tuam Txhab Tuam Txhab Ua Haujlwm, nrog rau Kev Tshaj Tawm Tshaj Tawm Tshaj Tawm los ntawm 2027
- Tuam Tshoj Jushi: Nws Huaian Zero-Carbon Smart Base ignited nyob rau lub Peb Hlis, ntxiv 100,000 tons ntawm hluav taws xob xov paj thiab 390 lab meters ntawm hluav taws xob ntaub. Qhov no yog lub ntiaj teb loj tshaj plaws ib kab ntau lawm, nrog 30% ua tau siab -kawg nyias ntaub thiab ua hauj lwm ntawm 100% ntsuab hluav taws xob. Nws txoj kev lag luam thoob ntiaj teb yuav nce los ntawm 23% mus rau 28%.
- Expansion Pace: 2026 feem ntau yuav pom qhov kev tso tawm ntawm cov peev txheej uas twb muaj lawm, nrog rau kev nce siab hauv Suav teb loj lub peev xwm hauv 2027. Taiwan thiab Japanese cov tuam txhab yuav nthuav dav qeeb, nrog lub peev xwm tshiab los ntawm cov tuam txhab xws li Nittobo tsuas yog tuaj hauv online tom qab 2027.
- Xaus: Kev xa khoom nruj yuav tsum tau nyob thoob plaws xyoo 2026, nrog rau kev xa khoom thiab kev thov maj mam txo qis hauv ib nrab xyoo 2027.
IV. Kev hloov kho thev naus laus zis: Siab-End, Ultra-Thin, thiab Low Dielectric Properties ua Mainstream
- Txheem E Fabric Contraction: Ordinary ntaub muaj peev xwm yog shrinking, thiab tus nqi yog nce; Tsawg-Dk, Tsawg-CTE, ultra-nyias, thiab Q- npuag tau dhau los ua tus tsav tsheb loj.
- Kev hloov pauv hauv tsev nrawm nrawm: Cov tuam txhab Suav tau ua tiav hauv qib siab -kawg thev naus laus zis xws li Tsawg-Dk 2nd tiam thiab qis thermal expansion, tau txais ntawv pov thawj los ntawm cov tuam txhab ua lag luam xws li NVIDIA thiab Huawei. Nyiv thiab Taiwanese cov tuam txhab tau maj mam thim tawm ntawm cov ntaub zoo tib yam thiab tsom mus rau kev tsim khoom siab - kawg.
- Cov Txheej Txheem Txheej Txheem: Ultra- cov ntaub nyias nyias (tsawg dua lossis sib npaug ntawm 28μm), siab modulus, thiab ultra- cov khoom lag luam poob qis muaj cov txiaj ntsig tag nrho tshaj li 60%, dhau los ua lub cav tseem ceeb ntawm cov txiaj ntsig.
V. Explosive Performance: Cov tuam txhab ua lag luam 'Profits Soar, Sector Value Reassessed
Hauv thawj peb lub hlis twg ntawm 2026, cov tuam txhab hluav taws xob cov ntaub ntawv sib sau ua ke tau txais kev nce qib hauv kev ua haujlwm.
- Tuam Tshoj Jushi: Q1 net profit yuav tsum nce 60%-80%, nrog rau ob qho tib si ntim thiab tus nqi ntawm cov ntaub ntawv hluav taws xob nce, thiab qhov feem pua ntawm cov khoom lag luam siab nce.
- Honghe Technology: Q1 cov nyiaj tau los ntawm 140 lab yuan, ib xyoos - ntawm - xyoo nce ntawm 354%, nrog rau cov ntaub ntawv tshwj xeeb tau nce 13 zaug thiab cov nyiaj tau los tag nrho nce mus txog 55.65%.
- Sinoma Science & Technology thiab International Composites: High-kawg fabrics yog ua hauj lwm ntawm tag nrho cov muaj peev xwm thiab muag tag nrho ceev, nrog net profit nce ntau tshaj 4 lub sij hawm xyoo- ntawm- xyoo. Lub sector qhov nruab nrab nce hauv lub Plaub Hlis tau tshaj 40%.
VI. Trend Outlook: Txuas ntxiv kev vam meej, sib sib zog nqus kev hloov pauv hauv tsev
- Luv-lub sij hawm (2026): Cov nqi nce ntxiv, cov khoom lag luam qib qis, thiab cov txiaj ntsig tau loj hlob sai; cov kab nrib pleb hauv looms yuav tshwm sim txhua xyoo.
- Nruab nrab- lub sijhawm (2027): Tuam Tshoj lub peev xwm tsim khoom yuav raug tso tawm kom pom tseeb, kev xa khoom thiab kev thov yuav maj mam sib npaug, thiab kev sib tw hauv kev lag luam siab - kawg yuav hnyav zuj zus.
- Ntev-lub sij hawm: AI xam lub zog, 5.5G, thiab cov khoom siv hluav taws xob hauv tsheb yuav ua rau muaj kev xav tau txuas ntxiv mus; siab- kawg, kev ua haujlwm, thiab ntsuab thev naus laus zis yuav yog lub ntsiab lus tseem ceeb, thiab Suav cov tuam txhab ua lag luam tseem yuav txhim kho lawv lub zog thoob ntiaj teb.
