I. Izintengo Zemakethe Ezizinzile ze-Fiberglass Kuleli sonto
1.I-Alkali-Free RovingAmanani Ahlala Eqinile
Kusukela ngomhla ka-4 Julayi 2025, imakethe yasekhaya yokuzulazula engenayo i-alkali ihlala izinzile, nabakhiqizi abaningi baxoxisana ngezintengo ngokusekelwe kumavolumu ama-oda, kuyilapho abanye abakhiqizi bendawo bebonisa ukuguquguquka emananini. Imininingwane ebalulekile ihlanganisa:
- 2400tex Alkali-Free Direct Roving(I-Winding): Intengo yokwenziwayo evamile ibamba ku-3,500-3,700 RMB/ton, enenani elicashuniwe elimaphakathi likazwelonke elingu-3,669.00 RMB/ton (i-tax-ihlanganisiwe, elethiwe), ayishintshile kusukela evikini eledlule kodwa yehle ngo-4.26% unyaka nonyaka.
- Eminye Imikhiqizo Emikhulu Ye-Alkali-Free Roving:
- 2400tex Alkali-Free SMC Roving: 4,400-5,000 RMB/ton
- 2400tex Alkali-Free Spray-Up Roving: 5,400-6,600 RMB/ton
- 2400tex I-Alkali-Free Chopped Strand Mat Roving: 4,400-5,400 RMB/ton
- 2400tex Iphaneli ye-Alkali-Free Free: 4,600-5,400 RMB/ton
- 2000tex I-Alkali-Free Thermoplastic Direct Roving (Ibanga Elijwayelekile): 4,100-4,500 RMB/ton
Njengamanje, umthamo wokukhiqiza osuselwa esithandweni sasekhaya umi kumathani ayizigidi eziyi-8.366/ngonyaka, awushintshile kusukela evikini eledlule kodwa ukhuphuke ngo-19.21% unyaka nonyaka, namazinga aphezulu okusetshenziswa kwamandla embonini.
2. IzinzileIntambo ye-elekthronikhiImakethe Enesidingo Esiqinile Semikhiqizo Esezingeni Eliphezulu
Imakethe yezintambo ze-elekthronikhi isalokhu izinzile, nezintengo zendwangu ye-elekthronikhi ezingu-7628 zibambe ku-3.8-4.4 RMB/imitha, ikakhulukazi eziqhutshwa ukufunwa okuqinile okuvela kubathengi abaphakathi nabaphansi. Ngokuphawulekayo, izindwangu ze-elekthronikhi ezimaphakathi kuya kwephezulu zitholakala ngokuqinile, zisekelwa isidingo esinamandla sesikhathi esifushane, okubonisa amandla okukhula okuqhubekayo engxenyeni ephezulu.
II. Izinqubomgomo Zemboni kanye Namathuba Emakethe
1. Umhlangano Wezezimali Omaphakathi Ukhuthaza Izinqubomgomo “Zokulwa Nokuguquguquka”, Ukuzuzisa Imboni Ye-Fiberglass
Ngomhla zi-1 kuJulayi, 2025, Ikhomishana Emaphakathi Yezindaba Zezezimali Nezomnotho yagcizelela ukuthuthukiswa kwemakethe kazwelonke ebumbene, ukunqanda ukuncintisana okungabizi lutho kwamanani aphansi, ukuqeda amandla aphelelwe yisikhathi, nokukhuthaza ukuthuthukiswa kwekhwalithi yomkhiqizo. Izikhombisi-ndlela zenqubomgomo ezibalulekile zifaka:
- Ukuqinisa ukuzilawula kwemboni, njengokukhawulela izimpi zamanani kanye nemikhawulo yokukhiqiza ngokuzithandela;
- Ukukhuthaza ukuthuthukiswa kwezimboni kanye nokusheshisa ukuqedwa komthamo ongasasebenzi.
Sikholelwa ukuthi njengoba izinqubomgomo “eziphikisana nokuguquguquka” zijula, isimo sokuncintisana semboni ye-fiberglass sizoba ngcono, amandla okuthengwa kwempahla azozinza, futhi okuyisisekelo somkhakha kulindeleke ukuthi kuqine esikhathini eside.
2. Izidingo Zokushayela Amaseva e-AI Yendwangu Yogesi, Ukuthuthukisa Imikhiqizo Esezingeni Eliphezulu
Ukuthuthukiswa okusheshayo kobuchwepheshe be-AI kudala amathuba amasha ezindwangu zikagesi. Ngokusho kweJiangxi Electronic Circuit Industry Association, ukuthunyelwa kwamaseva emhlabeni wonke kulindeleke ukuthi kufinyelele kumayunithi ayizigidi eziyi-13 ngo-2025, akhuphuke ngo-10% unyaka nonyaka. Phakathi kwazo, amaseva e-AI azobala u-12% wokuthunyelwa kodwa u-77% yenani lemakethe, abe umshayeli oyinhloko wokukhula.
Uma kubhekwa isidingo esikhulayo sama-substrates e-PCB asebenza kahle kakhulu kumaseva e-AI, imakethe yendwangu ye-elekthronikhi esezingeni eliphezulu (isb., izinto ezisebenza ngamaza kanye nesivinini esikhulu) isimi ngomumo ekukhuleni kwenani lentengo. Abakhiqizi be-Fiberglass kufanele babeke phambili ukuthuthukiswa kobuchwepheshe kanye nokwanda kwemakethe kulesi sigaba.
III. I-Market Outlook
Kafushane, imakethe ye-fiberglass ihlala izinzile, izinzilei-alkali-free rovingamanani kanye nesidingo esinamandla sezintambo ze-elekthronikhi eziphezulu. Isekelwe yizimo zenqubomgomo kanye nesidingo esiqhutshwa yi-AI, umbono wesikhathi eside wale mboni muhle. Izinkampani zelulekwa ukuthi ziqaphe amathrendi ezimakethe eduze, zandise iphothifoliyo yemikhiqizo, futhi zisebenzise amathuba aphezulu kanye nentuthuko esimeme.
Mayelana NATHI
I-Kingoda yibhizinisi lobuchwepheshe obuphezulu elisebenza nge-R&D, ukukhiqiza, nokudayiswa kwe-fiberglass nezinto eziyinhlanganisela. Sizibophezele ekuletheni izixazululo zekhwalithi ephezulu ye-fiberglass, siqhubeka silandelela amathrendi embonini, siqhuba ukuqanjwa kabusha, futhi sineqhaza ekuthuthukeni komkhakha we-fiberglass emhlabeni jikelele.
Isikhathi sokuthumela: Jul-15-2025