I. Amanani Emakethe Azinzile E-Fiberglass Kuleli Sonto
1.Ukuhamba Okungena-AlkaliAmanani Ahlala Ezinzile
Kusukela ngomhlaka-4 kuJulayi 2025, imakethe yokuhambahamba yasekhaya engenazo i-alkali ibilokhu izinzile, abakhiqizi abaningi bexoxisana ngamanani asekelwe kumanani ama-oda, kuyilapho abanye abakhiqizi bendawo bebonisa ukuguquguquka emananini. Imininingwane ebalulekile ifaka:
- I-2400tex Alkali-Free Direct Roving(Ukugcina): Intengo yokuthengiselana okujwayelekile iphakathi kuka-3,500-3,700 RMB/ton, kanti intengo ecashunwe kazwelonke ephakathi kuka-3,669.00 RMB/ton (ifakiwe intela, ilethiwe), ayishintshanga kusukela esontweni eledlule kodwa yehle ngo-4.26% unyaka nonyaka.
- Eminye Imikhiqizo Emikhulu Yokuhamba Engenayo I-Alkali:
- 2400tex I-SMC Engenayo i-Alkali Ukuhamba: 4,400-5,000 RMB/ton
- 2400tex I-Spray-Up Engenayo i-Alkali: 5,400-6,600 RMB/ton
- 2400tex Umethi Oqoshiwe Ongenazo I-Alkali Ohambayo: 4,400-5,400 RMB/ton
- 2400tex Iphaneli Engenazo I-Alkali Ukuzulazula: 4,600-5,400 RMB/ton
- 2000tex I-Thermoplastic Eqondile Engenazo I-Alkali (Ibanga Elijwayelekile): 4,100-4,500 RMB/ton
Njengamanje, umthamo wokukhiqiza osuselwa esithandweni sasekhaya umi ku-8.366 million tons/ngonyaka, okungashintshile kusukela esontweni eledlule kodwa kukhuphuke ngo-19.21% unyaka nonyaka, kanti amazinga okusetshenziswa kwamandla aphezulu embonini.
2. IsitebeleIntambo Ye-elekthronikhiImakethe Enesidingo Esiqinile Semikhiqizo Esezingeni Eliphezulu
Imakethe yendwangu kagesi isalokhu izinzile, njengoba amanani endwangu kagesi angu-7628 ebambe ku-3.8-4.4 RMB/meter, ikakhulukazi ngenxa yesidingo esiqinile esivela kubathengi abaphakathi nabaphansi. Okuphawulekayo ukuthi izindwangu kagesi eziphakathi nendawo kuya phezulu zitholakala kancane, zisekelwa yisidingo esinamandla sesikhathi esifushane, okubonisa amandla okukhula okwengeziwe esigabeni esiphezulu.
II. Izinqubomgomo Zemboni kanye Namathuba Emakethe
1. Umhlangano Wezezimali Ophakathi Ukhuthaza Izinqubomgomo “Zokulwa Nokuguquka”, Kuzuzisa Imboni Ye-Fiberglass
Ngomhlaka-1 kuJulayi 2025, iKhomishini Yezindaba Zezezimali Nezomnotho Ephakathi yagcizelela ukuthuthukisa imakethe kazwelonke ehlangene, ukuqeda ukuncintisana okungahlelekile ngamanani aphansi, ukuqeda amandla aphelelwe yisikhathi, kanye nokukhuthaza ukuthuthukiswa kwekhwalithi yomkhiqizo. Iziqondiso ezibalulekile zenqubomgomo zifaka:
- Ukuqinisa ukuzilawula kwemboni, njengokukhawulela izimpi zamanani kanye nemikhawulo yokukhiqiza ngokuzithandela;
- Ukukhuthaza ukuthuthukiswa kwezimboni kanye nokusheshisa ukususwa kwamandla aphelelwe yisikhathi.
Sikholelwa ukuthi njengoba izinqubomgomo “zokulwa nokuguquka” zijula, isimo sokuncintisana semboni ye-fiberglass sizothuthuka, ukuguquguquka kokufunwa kokunikezwa kuzozinza, futhi izisekelo zomkhakha kulindeleke ukuthi ziqine esikhathini eside.
2. Isidingo Sendwangu Ye-elekthronikhi Se-AI Servers, Okwandisa Imikhiqizo Esezingeni Eliphezulu
Intuthuko esheshayo yobuchwepheshe be-AI idala amathuba amasha ezindwangu ze-elekthronikhi. Ngokusho kwe-Jiangxi Electronic Circuit Industry Association, ukuthunyelwa kweseva yomhlaba wonke kulindeleke ukuthi kufinyelele kumayunithi ayizigidi eziyi-13 ngo-2025, okuzokwenyuka ngo-10% unyaka nonyaka. Phakathi kwawo, amaseva e-AI azobalelwa ku-12% wokuthunyelwa kodwa angu-77% wenani lemakethe, abe yimbangela yokukhula okuyinhloko.
Njengoba kunesidingo esikhulayo sama-substrate e-PCB asebenza kahle kakhulu kumaseva e-AI, imakethe yezindwangu zikagesi ezisezingeni eliphezulu (isb., izinto ezivame kakhulu kanye nezinto ezisheshayo) ikulungele ukukhula kwentengo yomthamo. Abakhiqizi be-Fiberglass kufanele babeke phambili ukuthuthukiswa kobuchwepheshe kanye nokwandiswa kwemakethe kulesi sigaba.
III. Umbono Wemakethe
Ngamafuphi, imakethe ye-fiberglass ihlala izinzile, izinzileukuhambahamba okungena-alkaliamanani kanye nesidingo esinamandla sezintambo zikagesi zekhwalithi ephezulu. Zisekelwa yizimo zangemuva zenqubomgomo kanye nesidingo esiqhutshwa yi-AI, umbono wesikhathi eside wemboni muhle. Izinkampani zelulekwa ukuthi ziqaphe eduze izitayela zemakethe, zithuthukise amaphothifoliyo omkhiqizo, futhi zisebenzise amathuba entuthuko yekhwalithi ephezulu neqhubekayo.
Mayelana NATHI
I-Kingoda iyibhizinisi lobuchwepheshe obuphezulu eligxile ku-R&D, ukukhiqizwa, kanye nokuthengiswa kwe-fiberglass nezinto ezihlanganisiwe. Sizibophezele ekuletheni izixazululo ze-fiberglass ezisezingeni eliphezulu, siqhubeka nokulandelela izitayela zemboni, siqhubekisele phambili ukusungula izinto ezintsha, futhi sinegalelo ekuthuthukisweni kwemboni ye-fiberglass yomhlaba wonke.
Isikhathi sokuthunyelwe: Julayi-15-2025