Automotive FPC Kev Lag Luam Kev Lag Luam Loj Loj

Thaum Lub Kaum Hli 2021, Lub Xeev Pawg Neeg Saib Xyuas tau tshaj tawm "Carbon Peaking Action Plan ua ntej 2030", thov kom nquag tsim "lub zog tshiab ntxiv rau lub zog cia", kev sib koom ua ke ntawm qhov chaw, network, thauj khoom thiab khaws cia, thiab ntau lub zog ntxiv, thiab txhawb nqa lub zog. rational faib ntawm lub zog cia systems rau faib tshiab zog. , kom nrawm rau kev ua qauv qhia, kev txhawb nqa thiab kev siv lub zog tshiab cia. Los ntawm 2025, lub peev xwm ntawm cov khoom siv hluav taws xob tshiab yuav ncav cuag ntau dua 30 lab kilowatts; Thaum Lub Peb Hlis 5, 2022, Thawj Tswj Hwm Li Keqiang tau taw qhia hauv tsoomfwv tsab ntawv tshaj tawm ua haujlwm, "Txuas ntxiv txhawb kev siv lub zog tshiab tsheb, txhawb nqa hauv zos nqa cov khoom siv hauv tsev ntsuab ntsuab mus rau lub tebchaws thiab pauv cov qub rau cov tshiab." Nyob rau tib hnub, Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg Hauv Lub Xeev tau tshaj tawm xov xwm los txhais cov xwm txheej cuam tshuam ntawm "Tsoomfwv Txoj Haujlwm Tshaj Tawm". Xiang Dong, tus thawj coj ntawm Lub Tsev Haujlwm Saib Xyuas Kev Tshawb Fawb ntawm Lub Xeev, tau hais tias kev muag khoom ntawm lub zog tshiab "tso" xyoo tas los, thiab kev muag khoom txhua xyoo mus txog 3.52 lab, nce 1.6 npaug. Xyoo no, peb tseem yuav txhawb nqa kev siv lub zog tshiab tsheb. Raws li qhov no, qee lub koom haum tshawb fawb kev lag luam kwv yees tias kuv lub teb chaws lub zog tshiab tsheb muag yuav tsum tshaj 5.5 lab nyob rau hauv 2022. Thaum lub Plaub Hlis 3, 2022, BYD tshaj tawm tias nws yuav tsum tsis txhob tsim cov roj tsheb txij lub Peb Hlis 2022. yav tom ntej, BYD yuav tsom mus rau cov hluav taws xob ntshiab thiab plug-in hybrid tsheb hauv kev lag luam tsheb. Cov qauv ntawm lub zog tshiab tsheb hloov tsheb roj tau dhau los ua pom tseeb dua. Nrog kev nce ntxiv hauv lub ntiaj teb kev nkag mus rau lub zog tshiab tsheb, lub zog hluav taws xob xa khoom yuav nkag mus rau "TWh" era nyob rau ob peb xyoos tom ntej no.

Nrog rau kev lag luam ntawm 5G thev naus laus zis, kev sib txuas ntawm tsheb sib txuas yog qhov zoo tshaj plaws, thiab kev txawj ntse, hluav taws xob, thiab kev sib txuas yuav ua rau muaj kev sib sib zog nqus ntawm automotive electronics. Qhov zoo ntawm FPC hauv kev khoov, txo qhov hnyav, thiab qib siab ntawm automation tau rov qab xav ntxiv. Tus nqi ntawm FPC nyob rau hauv lub tsheb ua lag luam tseem nce ntxiv, thiab nws cov ntawv thov suav nrog cov roj teeb hluav taws xob, lub teeb lub tsheb, cov khoom siv hauv nruab nrab, BMS / VCU / MCU thiab lwm yam kev tswj hwm, thiab kev pabcuam tsav tsheb tsis siv neeg. thiab lwm yam kev lag luam. Raws li Zhanxin PCB Kev Lag Luam Kev Tshawb Fawb Lub Tsev Haujlwm, tus nqi ntawm FPC ib lub tsheb kauj vab yuav dhau 100.

Raws li lub Cuaj Hlis 2021 kev tshawb fawb tsab ntawv ceeb toom ntawm Zheshang Securities, nws kwv yees tias nyob rau hauv 2030, lub ntiaj teb no thiab domestic tshiab zog tsheb FPC lag luam chaw yuav tsum mus txog 14 billion-24 billion yuan thiab 7.2-12 billion yuan raws. Tsis tas li ntawd, CCS (Cells Contact System, integrated busbar, wiring harness board integrated components) downstream integrated products of tsheb fais fab FPC, tus nqi ntawm ib lub tsheb kauj vab yog loj heev los ntawm 2-3 zaug piv nrog ntshiab FPC. Piv txwv tias tus nqi ntawm lub tsheb kauj vab CCS yog kwv yees li 1000-1500 yuan, nws yog qhov zoo rau kwv yees Xyoo 2030, lub ntiaj teb thiab lub zog tshiab lub tsheb CCS kev lag luam qhov chaw yuav tsum ncav cuag 35-60 billion yuan thiab {{10 }} billion yuan.