Zosintha Zamsika ndi Zochitika Zamakampani a Fiberglass - Sabata Loyamba la Julayi 2025

I. Mitengo Yokhazikika Yamsika ya Fiberglass Sabata Ino

1.Kuyenda Mopanda AlkaliMitengo Imakhalabe Yokhazikika

Kuyambira pa Julayi 4, 2025, msika wamalonda wopanda alkali mdziko muno wakhalabe wokhazikika, ndipo opanga ambiri akukambirana mitengo kutengera kuchuluka kwa maoda, pomwe opanga ena am'deralo akuwonetsa kusinthasintha pamitengo. Zambiri zofunika ndi izi:

- 2400tex Alkali-Free Direct Roving(Kuthamangitsidwa): Mtengo wogulira zinthu waukulu uli pakati pa 3,500-3,700 RMB/tani, ndipo mtengo wapakati wa dziko lonse wa 3,669.00 RMB/tani (wophatikizidwa ndi msonkho, woperekedwa), wosasintha kuchokera sabata yapitayi koma watsika ndi 4.26% chaka ndi chaka.

- Zinthu Zina Zazikulu Zoyenda Zopanda Alkali:

- 2400tex Alkali-Free SMC Kuyenda: 4,400-5,000 RMB/tani

- 2400tex Yopanda Alkali Yopopera: 5,400-6,600 RMB/tani

- 2400tex Mat Yodulidwa Yopanda Alkali Yoyenda: 4,400-5,400 RMB/tani

- 2400tex Alkali-Free Panel Roving: 4,600-5,400 RMB/ton

- 2000tex Alkali-Free Thermoplastic Direct Roving (Gawo Lokhazikika): 4,100-4,500 RMB/tani

Pakadali pano, mphamvu zopangira zogwiritsa ntchito uvuni wa m'nyumba zili pa matani 8.366 miliyoni pachaka, zomwe sizinasinthe kuchokera sabata yatha koma zakwera ndi 19.21% chaka ndi chaka, ndipo mphamvu zogwiritsira ntchito zogwirira ntchito m'mafakitale ndizambiri.

2. KholaUlusi WamagetsiMsika Wofunika Kwambiri kwa Zinthu Zapamwamba

Msika wa ulusi wamagetsi ukadali wokhazikika, ndi mitengo ya nsalu zamagetsi 7628 yomwe ikugwira ntchito pa 3.8-4.4 RMB/mita, makamaka chifukwa cha kufunikira kwakukulu kuchokera kwa ogula apakati ndi otsika. Chodziwika bwino n'chakuti nsalu zamagetsi zapakati mpaka zapamwamba sizikupezeka, zomwe zimathandizidwa ndi kufunikira kwakukulu kwakanthawi kochepa, zomwe zikusonyeza kuti pali kuthekera kokulirapo kwa gawo lapamwamba.

II. Ndondomeko za Makampani ndi Mwayi wa Msika

1. Msonkhano Wapakati pa Zachuma Umalimbikitsa Ndondomeko za "Kutsutsana ndi Kusintha", Kupindulitsa Makampani Opanga Magalasi a Fiberglass

Pa Julayi 1, 2025, Central Financial and Economic Affairs Commission inagogomezera kupititsa patsogolo msika wogwirizana wa dziko lonse, kuthetsa mpikisano wosokoneza mitengo, kuthetsa mphamvu zakale, komanso kulimbikitsa kusintha kwa khalidwe la malonda. Malangizo akuluakulu a mfundo ndi awa:

- Kulimbitsa kudzilamulira kwa mafakitale, monga kuchepetsa nkhondo zamitengo ndi malire opanga zinthu mwaufulu;

- Kulimbikitsa kukweza mafakitale ndikufulumizitsa kuchotsa mphamvu zakale.

Tikukhulupirira kuti pamene mfundo za "zotsutsana ndi kusintha kwa zinthu" zikukulirakulira, mpikisano wa makampani opanga fiberglass udzakula, mphamvu zogulira zinthu zidzakhazikika, ndipo maziko a gawoli akuyembekezeka kulimba mtsogolo.

2. AI Servers Amayendetsa Kufunika kwa Nsalu Zamagetsi, Kukulitsa Zinthu Zapamwamba  

Kukula mwachangu kwa ukadaulo wa AI kukupanga mwayi watsopano wa nsalu zamagetsi. Malinga ndi Jiangxi Electronic Circuit Industry Association, kutumiza ma seva padziko lonse lapansi kukuyembekezeka kufika mayunitsi 13 miliyoni mu 2025, kukwera ndi 10% pachaka. Pakati pawo, ma seva a AI adzawerengera 12% ya kutumiza koma 77% ya mtengo wamsika, kukhala choyambitsa kukula kwakukulu. 

Popeza kufunikira kwakukulu kwa ma PCB substrates ogwira ntchito bwino mu ma seva a AI kukukwera, msika wa nsalu zamagetsi wapamwamba (monga zipangizo zama frequency apamwamba komanso zothamanga kwambiri) uli wokonzeka kukula pamtengo wokwera. Opanga ma fiberglass ayenera kuika patsogolo kukweza ukadaulo ndi kukulitsa msika mu gawoli.

III. Chiyembekezo cha Msika

Mwachidule, msika wa fiberglass ukadali wokhazikika, ndi wokhazikikakuyenda popanda alkalimitengo ndi kufunikira kwakukulu kwa ulusi wamagetsi wapamwamba kwambiri. Mothandizidwa ndi mfundo za kumbuyo ndi kufunikira koyendetsedwa ndi AI, malingaliro a nthawi yayitali amakampani ndi abwino. Makampani akulangizidwa kuti aziyang'anira bwino zomwe zikuchitika pamsika, kukonza bwino ma portfolio azinthu, ndikupezerapo mwayi pa mwayi wapamwamba komanso wokhazikika wa chitukuko.

Zambiri zaife

Kingoda ndi kampani yapamwamba kwambiri yomwe imagwira ntchito yofufuza ndi kukonza, kupanga, ndi kugulitsa fiberglass ndi zipangizo zophatikizika. Podzipereka kupereka mayankho apamwamba a fiberglass, timatsatira nthawi zonse zomwe zikuchitika m'makampani, timayendetsa zatsopano, komanso timathandizira kuti makampani opanga fiberglass padziko lonse lapansi apite patsogolo.