Vim li cas tus nqi ntawm fiberglass hluav taws xob daim ntaub txuas ntxiv nce?
Txawm hais tias lub caij so tawm, kev lag luam tab tom muaj kev nce nqi ntawm cov nqi, nrog rau cov khoom siv hluav taws xob thiab tooj liab-clad laminate (CCL) cov saw hlau uas qhia txog kev ua tau zoo tsis tau xav txog. Ntau tus neeg ua lag luam tau pom meej meej tias kev lag luam tsis txaus, lub sijhawm xa khoom ntev dua, thiab nce nqi raw khoom tau dhau los ua tus qauv. Qhov no tsis yog ib qho yooj yim raws caij nyoog thiab kev xav tau hloov pauv, tab sis yog qhov kev hloov pauv uas tshwm sim los ntawm ntau yam, suav nrog kev loj hlob ntawm AI suav lub zog, ncua kev xa tawm muaj peev xwm, thiab cov teeb meem hauv cov khoom siv siab - kawg.
Hauv cov khoom siv hluav taws xob thiab cov ntaub ntawv kev lag luam, cov ntaub ntawv hluav taws xob, raws li cov txheej txheem tseem ceeb ntawm CCL, yog cov khoom siv tseem ceeb tshaj plaws rau kev lag luam PCB. Nws txoj kev vam meej cuam tshuam ncaj qha rau ntau qhov chaw xws li cov khoom siv tshiab, lub zog tshiab, thiab AI suav kho vajtse. Nkag mus rau xyoo 2026, cov khoom siv hluav taws xob thiab CCL kev lag luam tau tawg tag nrho cov qauv kev voj voog ib txwm muaj, muaj kev lag luam muaj zog los ntawm kev nce nqi ntxiv thiab cov khoom siv nruj, tsim kho qhov kev lag luam hauv qab lub hauv paus ntsiab lus.
Los ntawm qhov xwm txheej tam sim no nyob rau hauv cov saw hlau, qhov tsis txaus ntawm cov ntaub ntawv hluav taws xob ntau tshaj li ntawm CCL, ua rau nws yog qhov tseem ceeb tshaj plaws hauv cov kab txuas txuas hauv tag nrho cov khoom siv. Txij li thaum pib xyoo 2026, kev lag luam hluav taws xob hauv tsev tau nkag mus rau cov khoom siv - qhov xav tau tsis txaus, nrog rau cov khoom siv txhua hli - qhov kev thov sib txawv tseem nyob ruaj khov ntawm 8 mus rau 9 lab meters, thiab cov khoom siv nruj tsis pom muaj kev cuam tshuam.
Lub hauv paus ntawm qhov tsis txaus no yog qhov kev loj hlob tawg ntawm kev txiav txim los ntawm AI xam fais fab kev lag luam saw. Ib qho loj ntawm -kawg hluav taws xob cov ntaub ntawv tsim tawm tau raug nyem tawm los ntawm AI siab-kawg substrates, ncaj qha faib khoom los ntawm cov khoom siv hluav taws xob zoo tib yam. Nyob rau hauv lub thib ob ib nrab ntawm 2025, 1080 specification nyias ntaub twb tau nkag mus rau hauv ib lub sij hawm ntawm kev tsis txaus, ua rau ib tug saw cov tshuaj tiv thaiv ntawm tsis txaus nyob rau hauv tag nrho cov specifications ntawm nyias ntaub nyob rau hauv upstream thiab downstream industries, ua rau muaj kev nyuaj siab rau downstream manufacturers kom tau cov khoom.
Kev lag luam muaj peev xwm nthuav dav ntxiv tau nthuav dav ntxiv rau cov khoom siv -xav tau qhov tsis sib xws. Kev ua haujlwm ntawm kev siv peev txheej tshiab los ntawm cov tuam txhab ua lag luam feem ntau qeeb dua li qhov xav tau: Tuam Tshoj Jushi's 50,000-tuj kiln, npaj yuav taws teeb thiab muab tso rau hauv lub Xya Hli 2026, tsuas yog tso tawm ib qho -feem peb ntawm nws lub peev xwm nyob rau lub Cuaj Hli thiab Lub Kaum Hli vim muaj kev cuam tshuam, ua rau muaj kev txwv luv heev - lub sijhawm muaj peev xwm; Jiantao's 70,000-tuj qhov project hauv Shaoguan, thawj zaug tau npaj yuav muab tso rau hauv qhov kawg ntawm 2026, tej zaum yuav muaj peev xwm tso tawm tag nrho ncua mus txog 2027 vim muaj kev ncua sij hawm tuaj txog ntawm cov tshuab xaws txawv teb chaws, ua rau nws nyuaj rau kev ua lag luam sib txawv hauv lub xyoo. Qhov kev hloov pauv loj ntawm cov qauv xav tau kuj ua rau kev lag luam muaj kev vam meej. Tam sim no, downstream thov rau tooj liab-clad laminates (CCLs) tau raug kho dua tshiab. Kev thov los ntawm lub zog tshiab thiab kev them nqi pawg tau tshaj 40%, thaum lub zog cia thiab photovoltaic sectors suav txog ntau dua 15%, dhau los ua cov cav loj loj. Lub caij no, qhov kev thov los ntawm cov neeg siv khoom siv hluav taws xob thiab cov khoom siv hauv tsev tau poob ntawm 35% mus rau 25%, ua rau muaj kev xav tau ruaj khov dua. Nyob rau tib lub sijhawm, qhov kev faib ua feem ntawm AI- cuam tshuam siab - kawg CCLs thiab cov khoom siv hluav taws xob tau nce mus rau 10%, thiab kev hloov kho siab kawg tau qhib qhov kev loj hlob mus ntev rau kev lag luam.
Cov khoom lag luam tam sim no thiab cov ntaub ntawv xa khoom ncaj qha paub meej txog qhov xwm txheej tsis txaus tam sim no. CCL kev lag luam cov khoom lag luam tau poob mus rau qhov keeb kwm qis, nrog rau tag nrho cov khoom muag ntawm kwv yees li 1 lab nplooj ntawv, tsawg dua 10% ntawm cov khoom lag luam txhua hli, qhia txog qhov tsis txaus ntawm cov khoom ruaj ntseg. Cov tuam txhab lag luam hauv qab cov khoom lag luam cov khoom lag luam tau txuas ntxiv los ntawm 2 lub hlis mus rau 1.5-2 lub hlis, thiab cov khoom siv raw khoom feem ntau yog qis. Lub sijhawm khoom xa tuaj kuj tau txuas ntxiv, txij li 7-10 hnub mus rau 15-25 hnub, nrog rau cov ntawv cog lus ntev thiab ua ntej cov khoom lag luam ua tus qauv hauv kev lag luam.
Cov nqi tau nce ntxiv, nrog rau tooj liab -clad laminate (CCL) cov nqi nce 30% nce txij lub Peb Hlis Ntuj txog Lub Plaub Hlis 2026, thiab cov nqi lag luam rau 1.5mm tuab CCLs nce mus rau 200-220 yuan ib daim ntawv. Saib ntawm tus nqi qauv ntawm ob-sided boards, tooj liab ntawv nyiaj rau 25%, hluav taws xob daim ntaub rau 28%, thiab resin rau 29%, uas ua rau tus nqi ruaj khov. Tam sim no, tag nrho cov nyiaj tau los ntawm ib daim ntawv tuaj yeem ncav cuag 50-60 yuan, thiab cov nyiaj tau los ntawm cov khoom siv hluav taws xob hauv kev lag luam tseem nyob ntawm 20% -30%. Tus nqi nce logic tau raug xa mus rau cov txiaj ntsig ntawm cov lag luam, txhawb nqa kev cia siab rau kev ua tau zoo.
Qhov mob loj tshaj plaws hauv kev lag luam yog nyob rau hauv lub fwj ntawm cov khoom siv siab - kawg. High-kawg tshuab xaws yog nyob ntawm cov tuam txhab txawv teb chaws, nrog lub ntiaj teb txhua xyoo muaj peev xwm ntawm tsuas yog 2,000 units. Cov tuam txhab lag luam hauv tsev muaj lub siab xav nthuav dav ntau lawm, nrog rau qee qhov kev npaj yuav yuav 1,000 units, tab sis kev xa khoom tiag tiag tsawg dua 30%, nrog rau ntau qhov kev txiav txim ncua mus rau 2027. Tag nrho cov khoom xa tuaj rau 2026 yuav tsum tsawg dua 600 units, ncaj qha kaw qhov kev lag luam luv luv - lub sijhawm tso tawm.
Nyob rau hauv cov nqe lus ntawm cov khoom iteration, tus nqi ntawm cov khoom siv hluav taws xob tshwj xeeb tseem nce ntxiv. Tam sim no, kev lag luam txhua hli muaj peev xwm ntawm cov khoom siv hluav taws xob tshwj xeeb yog 3 lab meters. Thawj- tiam ntaub yog luv nqi ntawm 30-40 yuan/meter; thib ob- tiam ntaub ntawm 120-150 yuan/meter; thiab high-end fabrics nrog tsawg thermal expansion coefficients ncav cuag 200 yuan / meter. Txawm li cas los xij, kev nce qib hauv kev loj hlob ntawm cov ntaub ntawv high-speed lags qab sab saum toj thoob ntiaj teb cov tuam txhab los ntawm 4-5 xyoo, qhia txog lub peev xwm loj rau kev hloov pauv hauv tsev.
Nws yog tsim nyog sau cia tias tus nqi txuas ntxiv tau ua rau muaj kev tawm tsam los ntawm kev lag luam hauv qab. Tom qab ntau qhov kev nce nqi nce nqi txij li lub Peb Hlis 2026, qee lub chaw tsim khoom hauv qab tau pib tsis kam xaj thiab txais tos-thiab- saib mus kom ze. Hais txog cov qauv kev lag luam, cov tuam txhab Taiwanese thiab Nyij Pooj tau tswj hwm tus nqi siab - kawg tus nqi raws li cov txheej txheem kev teeb tsa, thaum cov tuam txhab sib koom ua ke nrog cov khoom lag luam ruaj khov muaj kev sib tw ntau dua hauv kev ua lag luam no.
Saib tom ntej, kev lag luam tus nqi nce logic tseem muaj kev txhawb nqa. Kev lag luam sab hauv kwv yees tias kev lag luam yuav pom lwm tus nqi nce ntxiv 10% hauv lub Tsib Hlis 2026, nrog rau tag nrho cov kev nce siab yuav txuas ntxiv mus rau xyoo 2027. Lub Rau Hli yuav los tom ntej, ib txwm yog lub caij qeeb rau kev lag luam, yuav yog lub ntsiab lus tseem ceeb hauv kev txheeb xyuas qhov ruaj khov ntawm tus nqi nce thiab qhov rov ua haujlwm ntawm kev thov. Muab ntau yam xws li qhov nyuaj ntawm kev nqaim nqaim- qhov kev xav tau sib txawv, kev lag luam hauv kev nthuav dav, thiab kev hloov kho ntawm cov qauv xav tau, kev loj hlob - lub voj voog ntawm cov khoom siv hluav taws xob thiab tooj liab clad laminate kev lag luam tseem tsis tau xaus, thiab kev loj hlob ntawm cov tuam txhab hauv kev lag luam saw yog qhov tseeb heev.
