I. Na Kumukuai Makeke Paa no Fiberglass I keia pule
1.Alkali-Free RovingMau Kumukuai
Ma ka lā 4 o Iulai, 2025, ua paʻa mau ka mākeke roving alkali-free home, me ka hapa nui o nā mea hana e kūkākūkā ana i nā kumukūʻai e pili ana i ka nui o nā kauoha, ʻoiai ke hōʻike nei kekahi mau mea hana kūloko i ka maʻalahi o ke kumu kūʻai. Loaʻa nā kikoʻī koʻikoʻi:
- 2400tex Alkali-Free Direct Roving(Winding): Paʻa ke kumukūʻai kūʻai nui ma 3,500-3,700 RMB / ton, me ke kumu kūʻai o 3,669.00 RMB / ton (kau ʻauhau, hāʻawi ʻia), ʻaʻole i hoʻololi ʻia mai ka pule i hala akā i lalo o 4.26% makahiki ma ka makahiki.
- Nā Huahana Roving Alkali-Free ʻē aʻe:
- 2400tex Alkali-Free SMC Roving: 4,400-5,000 RMB/ton
- 2400tex Alkali-Free Spray-Up Roving: 5,400-6,600 RMB/ton
- 2400tex Alkali-Free ʻokiʻoki Strand Mat Roving: 4,400-5,400 RMB/ton
- 2400tex Alkali-Free Panel Roving: 4,600-5,400 RMB/ton
- 2000tex Alkali-Free Thermoplastic Direct Roving (Standard Grade): 4,100-4,500 RMB/ton
I kēia manawa, hiki i ka 8.366 miliona tons/makahiki ke hoʻonui ʻia mai ka pule i hala akā ua piʻi ka 19.21% i kēlā me kēia makahiki, me ka nui o ka hoʻohana ʻana i ka ʻoihana.
2. PaʻaLoilo uilaMakeke me ka koi ikaika no na huahana ki'eki'e
Ke kūpaʻa mau nei ka mākeke wili uila, me nā kumukūʻai lole uila 7628 e paʻa ana ma 3.8-4.4 RMB / mika, i alakaʻi nui ʻia e ka koi koʻikoʻi mai nā mea kūʻai mai waena a me lalo. ʻO ka mea nui, ʻo nā lole uila waena a hiki i ke kiʻekiʻe e paʻa i ka lako, kākoʻo ʻia e ka koi ikaika no ka wā pōkole, e hōʻike ana i ka hiki ke ulu hou i ka māhele kiʻekiʻe.
II. Nā Kulekele ʻOihana a me nā manawa kūʻai
1. Hoʻolaha ʻia ka Hui Waiwai Kūloko i nā Kulekele "Anti-Involution", e pōmaikaʻi ana i ka ʻoihana Fiberglass
Ma Iulai 1, 2025, ua hoʻoikaika ka Central Financial and Economic Affairs Commission i ka holomua ʻana i ka mākeke hui aupuni, ka hoʻohaʻahaʻa ʻana i ka hoʻokūkū haʻahaʻa haʻahaʻa haʻahaʻa, hoʻopau i ka mana kahiko, a me ka paipai ʻana i ka hoʻomaikaʻi ʻana i ka maikaʻi o ka huahana. Loaʻa nā kuhikuhi kulekele koʻikoʻi:
- Hoʻoikaika i ka hoʻoponopono ponoʻī ʻoihana, e like me ke kaohi ʻana i nā kaua kumukūʻai a me nā palena hana manawaleʻa;
- Hoʻolaha i ka hoʻomaikaʻi ʻana i ka ʻoihana a me ka wikiwiki i ka hoʻopau ʻana i ka mana kahiko.
Ke manaʻoʻiʻo nei mākou i ka hohonu ʻana o nā kulekele "anti-involution", e hoʻomaikaʻi ka ʻāina hoʻokūkū o ka ʻoihana fiberglass, e kūpaʻa ka hoʻolako-koi dinamika, a manaʻo ʻia e hoʻoikaika ʻia nā kumu kumu o ka ʻāpana i ka wā lōʻihi.
2. Ke koi nei nā kikowaena AI no ka lole uila, hoʻonui i nā huahana kiʻekiʻe
Hoʻokumu ka hoʻomohala wikiwiki ʻana o ka ʻenehana AI i nā manawa hou no nā lole uila. Wahi a ka Jiangxi Electronic Circuit Industry Association, ua manaʻo ʻia nā moku kikowaena honua e hōʻea i 13 miliona mau ʻāpana ma 2025, ʻoi aku ka 10% makahiki-ma-makahiki. Ma waena o lākou, e helu nā kikowaena AI no 12% o nā hoʻouna akā ʻo 77% o ke kumukūʻai mākeke, lilo i mea hoʻokele ulu mua.
Hāʻawi ʻia i ka piʻi ʻana o ka noi no nā substrates PCB kiʻekiʻe i nā kikowaena AI, ua mākaukau ka mākeke lole uila kiʻekiʻe (e laʻa, kiʻekiʻe-frequency a me nā mea wikiwiki kiʻekiʻe) no ka ulu ʻana o ke kumu kūʻai. Pono nā mea hana Fiberglass e hoʻonui i ka ʻenehana a me ka hoʻonui ʻana i ka mākeke ma kēia ʻāpana.
III. Mākeʻakaʻike
I ka hōʻuluʻulu ʻana, paʻa mau ka mākeke fiberglass, me ka paʻaholo ʻole alkalinā kumukūʻai a me ka koi ikaika no nā wili uila kiʻekiʻe. Kākoʻo ʻia e nā tailwinds kulekele a me ka koi i alakaʻi ʻia e AI, maikaʻi ka manaʻo lōʻihi o ka ʻoihana. Manaʻo ʻia nā ʻoihana e nānā pono i nā ʻano mākeke, hoʻopaʻa i nā portfolios huahana, a hoʻonui i nā manawa hoʻomohala kiʻekiʻe a hoʻomau.
E pili ana iā mākou
He ʻoihana ʻenehana kiʻekiʻe ʻo Kingoda i ka R&D, hana, a kūʻai aku i nā fiberglass a me nā mea hoʻohui. Hoʻopaʻa ʻia i ka hāʻawi ʻana i nā hāʻina fiberglass kiʻekiʻe, nānā mau mākou i nā ʻano o ka ʻoihana, hoʻokele i nā mea hou, a kōkua i ka holomua o ka ʻoihana fiberglass honua.
Ka manawa hoʻouna: Iulai-15-2025