I. Mitengo Yakagadzikana Yemusika yeFiberglass Vhiki Ino
1.Alkali-Yemahara RovingMitengo Inoramba Yakatsiga
Kubva munaChikunguru 4, 2025, musika wepasi-usina alkali wekurovha wakaramba wakagadzikana, nevagadziri vazhinji vachitaurirana mitengo zvichienderana nemavhoriyamu eodha, nepo vamwe vagadziri vemunharaunda vachiratidza kuchinjika mumitengo. Mashoko akakosha anosanganisira:
- 2400tex Alkali-Yemahara Yakananga Roving(Winding): The mainstream transaction price inobata pa3,500-3,700 RMB/ton, ine avhareji yenyika yakataurwa mutengo we3,669.00 RMB/ton (mutero-wakabatanidzwa, wakaunzwa), usina kuchinjwa kubva vhiki yapfuura asi pasi 4.26% gore negore.
- Zvimwe Zvigadzirwa Zvikuru Alkali-Yemahara Roving Zvigadzirwa:
- 2400tex Alkali-Yemahara SMC Roving: 4,400-5,000 RMB/ton
- 2400tex Alkali-Yemahara Spray-Up Roving: 5,400-6,600 RMB/ton
- 2400tex Alkali-Yemahara Yakachekwa Strand Mat Roving: 4,400-5,400 RMB/ton
- 2400tex Alkali-Yemahara Panel Roving: 4,600-5,400 RMB/tani
- 2000tex Alkali-Yemahara Thermoplastic Direct Roving (Standard Giredhi): 4,100-4,500 RMB/tani
Parizvino, kugadzirwa kwechoto-kwakavakirwa muchoto kunomira pa8.366 miriyoni matani / gore, isina kuchinjika kubva svondo rapfuura asi ichikwira 19.21% gore-pa-gore, ine yakakwirira indasitiri masimba ekushandisa.
2. YakagadzikanaElectronic WarnMusika une Kuda Kwakasimba Kwezvigadzirwa zvepamusoro-soro
Musika weshinda yemagetsi unoramba wakatsiga, uine 7628 machira emagetsi mitengo inobata pa3.8-4.4 RMB/mita, ichinyanya kufambiswa nekuomarara kudiwa kubva pakati nepasi pasi vatengi. Zvinonyanya kukosha, machira emagetsi epakati-kusvika-epamusoro-soro ari musimba, achitsigirwa nezvinodiwa zvenguva pfupi, zvichiratidza kuwedzera kwekukura muchikamu chepamusoro.
II. Mitemo yeIndasitiri uye Mikana Yemusika
1. Musangano Wemari Wepakati Unosimudzira "Anti-Involution" Mitemo, Kubatsira iyo Fiberglass Indasitiri.
Musi waChikunguru 1, 2025, Central Financial and Economic Affairs Commission yakasimbisa kufambisira mberi musika wakabatana, kukanganisa makwikwi emitengo yakaderera, kubvisa simba rekare, uye kukurudzira kuvandudzwa kwemhando yechigadzirwa. Mazano akakosha epolicy anosanganisira:
- Kusimbisa indasitiri yekuzvitonga, sekudzora mitengo yehondo uye nekuzvidira kugadzirwa kwemiganhu;
-Kukurudzira kukwidziridzwa kwemaindasitiri uye kukurumidza kubviswa kwechinyakare kugona.
Isu tinotenda kuti se "anti-involution" mitemo inodzika, nzvimbo yemakwikwi eindustry yefiberglass ichavandudza, dhizaini-inoda simba inodzikama, uye zvakakosha zvechikamu zvinotarisirwa kusimba mukufamba kwenguva.
2. AI Servers Drive Demand for Electronic Fabric, Boosting High-End Products
Iko kukurumidza kuvandudza kweAI tekinoroji kuri kugadzira mikana mitsva yemachira emagetsi. Sekureva kweJiangxi Electronic Circuit Indasitiri Association, kutumirwa kwepasi rose kunotarisirwa kusvika mamirioni gumi nematatu muna 2025, zvichikwira gumi muzana pagore-pagore. Pakati pavo, maseva eAI anozozvidavirira 12% yezvinotumirwa asi 77% yemutengo wemusika, ichiva wekutanga kukura mutyairi.
Tichifunga nezvekukwira kuri kuita kwepamusoro-kuita PCB substrates mumasevha eAI, iyo yepamusoro-yekupedzisira machira emagetsi musika (semuenzaniso, yakakwirira-frequency uye yakakwirira-kumhanya zvinhu) yakagadzirira vhoriyamu-mutengo kukura. Vagadziri veFiberglass vanofanirwa kukoshesa kukwidziridzwa kwehunyanzvi uye kuwedzera kwemusika muchikamu ichi.
III. Market Outlook
Muchidimbu, musika wefiberglass unoramba wakagadzikana, nekutsigaalkali-isina rovingmitengo uye kudiwa kwakasimba kweshinda dzemagetsi dzepamusoro. Inotsigirwa nepolicy tailwinds uye AI-inotyairwa kudiwa, iyo indasitiri yenguva refu maonero akanaka. Makambani anorayirwa kuti atarise mafambiro emusika zvakanyanya, kukwidziridza mapotifolio echigadzirwa, uye kutora mari pamukana wepamusoro-soro uye wakasimba webudiriro.
Nezvedu
Kingoda ibhizimusi repamusoro-soro rinonyanya kushanda muR&D, kugadzira, uye kutengesa kwefiberglass uye zvinhu zvinoumbwa. Takazvipira kuendesa emhando yepamusoro fiberglass mhinduro, isu tinoramba tichitevera mafambiro eindasitiri, kutyaira hunyanzvi, uye kubatsira mukufambira mberi kweindasitiri yefiberglass.
Nguva yekutumira: Jul-15-2025