I. Cov nqi lag luam ruaj khov rau Fiberglass Lub lim tiam no
1.Alkali-dawb RovingCov nqi tseem nyob ruaj khov
Raws li lub Xya Hli 4, 2025, kev lag luam hauv tsev tsis muaj alkali-dawb rov ua lag luam tau nyob ruaj khov, nrog cov tuam txhab lag luam feem ntau sib tham tus nqi raws li kev txiav txim ntim, thaum qee cov neeg tsim khoom hauv zos qhia tau yooj yim ntawm tus nqi. Cov ntsiab lus tseem ceeb suav nrog:
- 2400tex Alkali-Dawb Direct Roving(Winding): Tus nqi ntawm cov khoom lag luam tseem ceeb tuav ntawm 3,500-3,700 RMB / tuj, nrog rau lub teb chaws tus nqi nruab nrab ntawm 3,669.00 RMB / ton (tsuas suav nrog, xa), tsis hloov ntawm lub lim tiam dhau los tab sis poob 4.26% xyoo-rau-xyoo.
- Lwm yam tseem ceeb Alkali-dawb Roving khoom:
- 2400tex Alkali-Dawb SMC Roving: 4,400-5,000 RMB/ton
- 2400tex Alkali-Free Spray-Up Roving: 5,400-6,600 RMB/ton
- 2400tex Alkali-Free Chopped Strand Mat Roving: 4,400-5,400 RMB/ton
- 2400tex Alkali-Dawb Vaj Huam Sib Luag Roving: 4,600-5,400 RMB/ton
- 2000tex Alkali-Free Thermoplastic Direct Roving (Standard Qib): 4,100-4,500 RMB/ton
Tam sim no, cov khoom siv hluav taws xob hauv tsev muaj peev xwm sawv ntawm 8.366 lab tons / xyoo, tsis hloov pauv ntawm lub lim tiam dhau los tab sis nce 19.21% xyoo-rau-xyoo, nrog kev lag luam muaj peev xwm siv tau.
2. ruaj khovElectronic Xov PajKev ua lag luam nrog kev xav tau zoo rau cov khoom lag luam siab kawg
Kev lag luam xov paj hluav taws xob tseem nyob ruaj khov, nrog 7628 cov khoom siv hluav taws xob cov nqi tuav ntawm 3.8-4.4 RMB / meter, feem ntau yog tsav los ntawm kev thov nruj los ntawm cov neeg yuav khoom nruab nrab thiab qis. Qhov tseem ceeb, cov khoom siv hluav taws xob nruab nrab-rau-high-end yog nyob rau hauv cov khoom siv nruj, kev txhawb nqa los ntawm qhov kev thov luv luv, qhia tias muaj peev xwm loj hlob ntxiv hauv ntu high-end.
II. Txoj Cai Kev Lag Luam thiab Kev Lag Luam Kev Lag Luam
1. Lub Rooj Sib Tham Txog Nyiaj Txiag Nruab Nrab Txhawb Txoj Cai "Anti-Involution" Txoj Cai, Kev Pabcuam Kev Lag Luam Fiberglass
Thaum Lub Xya Hli 1, 2025, Central Financial and Economic Affairs Commission tau hais txog kev nce qib hauv lub teb chaws kev sib koom ua lag luam, rhuav tshem cov nqi qis kev sib tw, tshem tawm cov peev txheej dhau los, thiab txhawb nqa cov khoom lag luam zoo. Cov lus qhia tseem ceeb muaj xws li:
- Txhim kho kev lag luam kev tswj hwm tus kheej, xws li txwv tsis pub muaj kev ua tsov ua rog thiab kev txwv ntau lawm;
- Txhawb kev txhim kho kev lag luam thiab nrawm kom tshem tawm cov peev txheej dhau los.
Peb ntseeg hais tias raws li "kev tiv thaiv kev koom tes" txoj cai sib sib zog nqus, kev sib tw toj roob hauv pes ntawm kev lag luam fiberglass yuav txhim kho, cov khoom siv-xav tau zoo yuav ruaj khov, thiab cov haujlwm tseem ceeb yuav tsum muaj zog nyob rau lub sijhawm ntev.
2. AI Servers Tsav Kev Xav Tau Rau Cov Khoom Siv Hluav Taws Xob, txhawb nqa cov khoom lag luam siab
Kev loj hlob sai ntawm AI thev naus laus zis yog tsim cov hauv kev tshiab rau cov ntaub ntawv hluav taws xob. Raws li lub koom haum Jiangxi Electronic Circuit Industry Association, kev xa khoom xa tuaj thoob ntiaj teb tau kwv yees kom ncav cuag 13 lab units hauv 2025, nce 10% xyoo-rau-xyoo. Ntawm lawv, AI servers yuav suav txog 12% ntawm kev xa khoom tab sis 77% ntawm tus nqi lag luam, dhau los ua tus tsav tsheb loj hlob.
Muab qhov kev thov nce siab rau kev ua tau zoo PCB substrates hauv AI servers, lub lag luam high-end electronic fabric market (xws li, high-frequency thiab high-speed material) yog npaj rau kev loj hlob ntawm tus nqi. Cov tuam txhab fiberglass yuav tsum ua qhov tseem ceeb ntawm kev hloov kho thev naus laus zis thiab kev nthuav dav kev lag luam hauv ntu no.
III. Market Outlook
Hauv cov ntsiab lus, kev lag luam fiberglass tseem nyob ruaj khov, nrog ruaj khovrov qab tsis muaj alkalitus nqi thiab muaj zog thov rau high-end electronic yarns. Kev txhawb nqa los ntawm txoj cai tailwinds thiab AI-tsav kev xav tau, kev lag luam qhov kev xav mus ntev yog qhov zoo. Cov tuam txhab raug qhia kom saib xyuas kev lag luam sib ze, ua kom zoo dua cov khoom lag luam, thiab ua kom muaj txiaj ntsig ntawm kev tsim kho siab thiab muaj txiaj ntsig zoo.
Txog Peb
Kingoda yog ib lub tuam txhab high-tech tshwj xeeb hauv R & D, ntau lawm, thiab muag fiberglass thiab cov ntaub ntawv sib xyaw. Kev cog lus los muab cov kev daws teeb meem zoo fiberglass, peb tsis tu ncua taug qab kev lag luam tiam sis, tsav kev tsim kho tshiab, thiab pab txhawb rau kev lag luam fiberglass thoob ntiaj teb kev nce qib.
Post lub sij hawm: Lub Xya hli ntuj-15-2025