Kusintha Kwamsika ndi Zochitika Zamakampani a Fiberglass - Sabata Loyamba la Julayi 2025

I. Mitengo Yokhazikika Yamsika ya Fiberglass Sabata Ino

1.Alkali-Free RovingMitengo Ikhalabe Yokhazikika

Pofika pa Julayi 4, 2025, msika wapanyumba wopanda alkali wakhala wokhazikika, pomwe opanga ambiri akukambirana zamitengo potengera kuchuluka kwa madongosolo, pomwe opanga ena akumaloko akuwonetsa kusinthasintha kwamitengo. Zambiri zikuphatikiza:

- 2400tex Alkali-Free Direct Roving(Kuthamanga): Mtengo wamtengo wapatali wamtengo wapatali umakhala pa 3,500-3,700 RMB / tani, ndi mtengo wamtengo wapatali wa dziko lonse wa 3,669.00 RMB / tani (kuphatikiza msonkho, kuperekedwa), osasinthika kuyambira sabata yapitayi koma pansi pa 4.26% chaka ndi chaka.

- Zida Zina Zazikulu Zopanda Alkali:

- 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 Chopped 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 Giredi): 4,100-4,500 RMB/ton

Pakadali pano, mphamvu zopangira ng'anjo zapanyumba zimafika matani 8.366 miliyoni / chaka, osasinthika kuyambira sabata yapitayo koma kukwera 19.21% pachaka, ndi mitengo yayikulu yogwiritsira ntchito makampani.

2. WokhazikikaUlusi WamagetsiMsika Wofuna Kwambiri Zogulitsa Zapamwamba

Msika wa ulusi wamagetsi umakhalabe wosasunthika, ndipo mitengo ya 7628 ya nsalu zamagetsi imakhala pa 3.8-4.4 RMB / mita, makamaka yoyendetsedwa ndi zofuna zokhwima kuchokera kwa ogula apakati ndi otsika. Mwachidziwitso, nsalu zamagetsi zapakatikati ndi zapamwamba zimakhala zolimba, zothandizidwa ndi kufunikira kwamphamvu kwanthawi yochepa, zomwe zikuwonetsa kuthekera kokulirapo mu gawo lapamwamba.

II. Ndondomeko Zamakampani ndi Mwayi Wamsika

1. Msonkhano Wapakati Pazachuma Umalimbikitsa Ndondomeko za "Anti-Involution", Kupindulitsa Makampani a Fiberglass

Pa Julayi 1, 2025, Central Financial and Economic Affairs Commission inagogomezera kupititsa patsogolo msika wogwirizana wadziko lonse, kuthana ndi mpikisano wamitengo yotsika, kuthetsa mphamvu zachikale, komanso kulimbikitsa kuwongolera kwazinthu. Mfundo zazikuluzikulu za ndondomeko zikuphatikizapo:

- Kulimbikitsa kudzilamulira kwamakampani, monga kuletsa nkhondo zamitengo ndi malire opanga modzifunira;

- Kupititsa patsogolo kukweza kwa mafakitale ndikufulumizitsa kuthetsa mphamvu zomwe zidatha.

Timakhulupirira kuti pamene ndondomeko za "anti-involution" zikukulirakulira, mpikisano wamakampani opanga magalasi a fiberglass apita patsogolo, mphamvu zomwe zimafunidwa zidzakhazikika, ndipo zofunikira za gawoli zikuyembekezeka kulimbikitsa pakapita nthawi.

2. AI Servers Drive Demand for Electronic Fabric, Kulimbikitsa Zogulitsa Zapamwamba  

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

Poganizira kukwera kwa magawo a PCB ochita bwino kwambiri m'maseva a AI, msika wamagetsi apamwamba kwambiri (mwachitsanzo, zida zothamanga kwambiri komanso zothamanga kwambiri) wakonzekera kukula kwamitengo. Opanga magalasi a fiberglass ayenera kuyika patsogolo kukweza kwaukadaulo komanso kukulitsa msika mgawoli.

III. Market Outlook

Mwachidule, msika wa fiberglass umakhalabe wokhazikika, wokhazikikaKuyenda wopanda alkalimitengo ndi kufunikira kwakukulu kwa ulusi wamagetsi wapamwamba kwambiri. Mothandizidwa ndi ma tailwinds a mfundo ndi zofuna zoyendetsedwa ndi AI, momwe makampaniwa amawonera nthawi yayitali ndi abwino. Makampani amalangizidwa kuti aziyang'anira momwe msika ukuyendera, kukhathamiritsa malonda azinthu, ndikugwiritsa ntchito mwayi wopeza chitukuko chokhazikika.

Zambiri zaife

Kingoda ndi bizinesi yaukadaulo wapamwamba kwambiri pa R&D, kupanga, ndi kugulitsa magalasi a fiberglass ndi zida zophatikizika. Ndife odzipereka kupereka mayankho apamwamba kwambiri a fiberglass, timatsata mosalekeza zomwe zikuchitika m'makampani, kuyendetsa zatsopano, ndikuthandizira kupita patsogolo kwamakampani apadziko lonse lapansi.