Polarity Rov qab! Tus nqi ntawm Copper Clad Laminates tau poob ntau dua 30 feem pua ​​​​hauv lub xyoo, thiab kev ua haujlwm ntawm PCB cov neeg tsim khoom yuav txuas ntxiv tso tawm.

Jiwei.com tau tshaj tawm tias txij li lub Peb Hlis thiab Plaub Hlis, tus nqi ntawm cov khoom lag luam feem ntau tau poob qis, thiab cov nqi yav tom ntej ntawm cov hlau muaj txiaj ntsig xws li tooj liab thiab txhuas kuj tseem poob qis, uas kuj tau txo qis kev tsim khoom rau ntau lub tuam txhab uas nws nyoos. Cov khoom siv yog cov hlau muaj txiaj ntsig, tshwj xeeb tshaj yog tooj liab clad laminates thiab PCBs. thiab lwm yam manufacturers. Kev txo qis ntawm tus nqi ntawm cov khoom siv raw yuav ua rau muaj kev nce hauv cov txiaj ntsig tag nrho ntawm lub tuam txhab.

Raws li lub sijhawm nkag mus rau lub sijhawm ntawm cov ntawv ceeb toom ib nrab xyoo, ntau lub tuam txhab tau tshaj tawm cov ntaub ntawv tshaj tawm ib nrab xyoo kev ua tau zoo thiab cov ntaub ntawv tshaj tawm ib nrab xyoo. Raws li tus sau phau ntawv txheeb cais, cov ntaub ntawv nyiaj txiag ntawm CCL manufacturers thiab PCB manufacturers tau muab faib ua ob theem. Ntawm lawv, CCL cov tuam txhab tau txais txiaj ntsig feem ntau tau poob qis, thaum qhov kev ua tau zoo ntawm PCB cov tuam txhab feem ntau tau txhim kho.

Qhov ntim thiab tus nqi ntawm tooj liab clad laminates poob

Raws li peb txhua tus paub, cov khoom lag luam yav tom ntej tau nce mus rau txhua txoj hauv kev hauv 2021, thiab cov nqi ntawm ntau yam tau ntaus cov ntaub ntawv siab xyoo tas los, uas tuaj yeem piav qhia tias yog lub khw muag khoom tsis tshua muaj rau cov khoom muag hauv ntau xyoo. Txawm li cas los xij, tooj liab, txhuas, thiab lwm yam yog ib qho ntawm cov khoom siv tseem ceeb rau ntau cov kev lag luam ib txwm muaj. Tus nqi skyrocketing yav tom ntej tau ua rau cov nqi tsim khoom ntawm cov lag luam zoo li no tau nce siab.

Siv tooj liab ua piv txwv, ib qho ntawm cov khoom siv tseem ceeb uas yuav tsum tau ua rau kev tsim CCL yog tooj liab ntawv ci, uas suav txog 30 feem pua ​​-50 feem pua ​​​​ntawm cov nqi ntawm CCL, thiab qhov nce ntawm tus nqi tooj liab ncaj qha muab cov nqi tsim khoom. ntawm CCL manufacturers nyob rau hauv siab.

Txawm li cas los xij, hmoov zoo, CCL kev lag luam yog cov concentrated, high-end khoom yog ntau concentrated, thiab CCL manufacturers muaj zog bargaining hwj chim nrog downstream. Tsis tsuas yog tus nqi yuav raug xa mus rau downstream PCB manufacturers smoothly, tab sis nws kuj yuav tau txais txiaj ntsig ntau los ntawm tus nqi nce.

Txawm li cas los xij, qhov xwm txheej no tau hloov pauv hauv lub quarter thib plaub ntawm xyoo tas los. Ntawm qhov tod tes, tus nqi ntawm cov ntaub ntawv tseem ceeb rau tooj liab clad laminates xws li tooj liab nqi stabilized thiab tus nqi ntawm epoxy resin poob sharply. Ntawm qhov tod tes, nyob rau hauv kev cuam tshuam ntawm lub voj voog kev lag luam, tus nqi ntawm tooj liab clad laminates tau tshwm sim ntuj poob rov qab.

Qhov xwm txheej no tseem pom tseeb dua nyob rau thawj ib nrab ntawm lub xyoo no. Tom qab tus nqi tooj liab tau nce siab tshiab hauv lub Plaub Hlis, nws tseem poob qis. Raws li lub Yim Hli 5, LME tus nqi tooj liab tau poob rov qab mus rau theem ntawm Lub Rau Hli xyoo tas los. Nws yog tam sim no nyob rau hauv ib qho kev sib sau ua ke, tab sis raws li kev cia siab ntawm kev ua lag luam, LME tooj liab yuav muaj kev poob qis ntxiv.

Tus nqi poob qis ntawm cov ntaub ntawv raw tau ua rau CCL cov tuam txhab ua mob hnyav heev. Xyoo tas los zoo npaum li cas, xyoo no nyuaj npaum cas. Raws li cov txiaj ntsig tau tshaj tawm ntawm daim ntawv tshaj tawm ib ntus, yam tsis muaj kev zam, tau muaj qhov poob qis hauv cov nyiaj tau los.

Ua ntej tshaj plaws, CCL tus thawj coj Kingboard Laminate yuav tsum ua tiav cov nyiaj tau los ntawm HK $ 1.7 billion rau HK $ 2 billion rau rau lub hlis xaus rau Lub Rau Hli 30, 2022, qhov txo qis ntawm 40 feem pua ​​​​rau 49 feem pua ​​​​piv rau tib lub sijhawm dhau los. xyoo. Qhov laj thawj tseem ceeb yog qhov muag ntim thiab chav tsev nqi ntawm cov khoom siv tooj liab clad vaj huam sib luag tsim los ntawm Pab Pawg ob qho tib si txo.

Jin An Guoji (9.670, -0.07, -0.72%) cia siab tias cov nyiaj tau los ntawm 55 lab yuan rau 80 lab yuan hauv thawj ib nrab xyoo 2022, nqis 85.35 feem pua ​​​​rau 89.93 feem pua ​​​​ntawm xyoo- nyob rau xyoo. Lub tuam txhab tau hais tias kev lag luam kev lag luam boom tau poob qis, thiab lub tuam txhab tooj liab clad laminate cov khoom muag thiab cov khoom lag luam tau poob qis xyoo dhau los, ua rau muaj qhov loj dua xyoo dhau los hauv cov khoom lag luam cov nyiaj tau los tag nrho.

Raws li cov ntaub ntawv los ntawm daim ntawv tshaj tawm ib nrab xyoo ntawm Nanya Cov Khoom Tshiab (29.000, 0.12, 0.42 feem pua), cov nyiaj tau los thiab cov nyiaj tau los tau poob qis. Lub tuam txhab ua tiav cov nyiaj tau los ntawm kev khiav hauj lwm ntawm 1.877 billion yuan nyob rau hauv thawj ib nrab ntawm lub xyoo, ib xyoo-rau-xyoo txo ​​ntawm 5.82 feem pua, thiab cov nyiaj tau los ntawm 82.8955 lab yuan, ib xyoo-rau-xyoo txo ​​ntawm 62.36 feem pua. . Cov laj thawj ntawm kev poob qis hauv kev ua haujlwm yog tib yam li cov hauv ob qhov xwm txheej saum toj no. Nanya Cov Khoom Siv Tshiab tau hais tias kev lag luam kev lag luam tau poob qis, qhov kev thov hauv cov khoom lag luam qis qis qis dua li qhov xav tau, thiab cov nqi tsev thiab cov khoom muag ntawm lub tuam txhab cov khoom poob qis xyoo-rau-xyoo.

Kev txhim kho tseem ceeb hauv PCB kev ua haujlwm

Lub ntim thiab tus nqi ntawm tooj liab clad laminates tau poob, thiab downstream PCB manufacturers tau txais txiaj ntsig zoo. Tom qab tag nrho, cov khoom tseem ceeb ntawm PCB yog tooj liab clad laminates. Yog li ntawd, xyoo tas los, ntau lub tuam txhab PCB ntsib ntau tus nqi nce ntawm tooj liab clad laminates. Cov nyiaj tau los tag nrho poob qis.

Xyoo no, tag nrho cov nyiaj tau los ntawm PCB cov tuam txhab tau txhim kho zoo. Jiweiwang tau txheeb xyuas nws ua ntej. Nyob rau hauv thawj peb lub hlis twg ntawm lub xyoo no, tag nrho cov nyiaj tau los ntawm ntau tshaj ib nrab ntawm cov PCB manufacturers tau nce lub hli-rau-hli.

Nws yuav tsum raug sau tseg ntawm no tias tus nqi tooj liab tseem tsis tau pib poob qis hauv thawj peb lub hlis twg. Lub plummet tiag tiag ntawm LME tus nqi tooj liab yog nyob rau lub quarter thib ob, nrog kev poob qis dua 20 feem pua ​​​​hauv ib lub hlis twg. Qhov ntawd yog hais tias, tag nrho cov nyiaj tau los ntawm PCB cov tuam txhab tau siab dua hauv lub quarter thib ob dua li thawj lub quarter. Mus nce ib kauj ruam.

Los ntawm cov ntaub ntawv nyiaj txiag ntawm Jingwang Electronics (25.390, -0.34, -1.32%) thiab Sihui Fushi (43.390, -0.21, {{10} }.48 feem pua ​​​​), uas tau tshaj tawm nyob rau hauv daim ntawv tshaj tawm ib nrab xyoo, cov ntsiab lus saum toj no tuaj yeem sib koom ua ke. Ntawm lawv, Jingwang Electronics tau ua tiav cov txiaj ntsig ntawm 465 lab yuan hauv thawj ib nrab ntawm lub xyoo, nce 0.64 feem pua ​​​​ntawm xyoo, tab sis lub tuam txhab ua tiav cov nyiaj tau los ntawm 296 lab yuan hauv lub quarter thib ob, nce ntxiv. ntawm 43.24 feem pua ​​​​xyoo-rau-xyoo thiab ib hlis-rau-hli nce ntawm 65.92 feem pua; Cov nyiaj tau los tag nrho yog 21.96 feem pua, nce 2.46 feem pua ​​​​ntawm ib hlis ib hlis twg.

Nyob rau hauv thawj ib nrab ntawm lub xyoo, Sihui Fushi pom tau hais tias ib tug net profit ntawm 97.213 lab yuan, ib xyoo-rau-xyoo nce ntawm 16.42 feem pua. Ntawm lawv, cov nyiaj tau los ntawm lub quarter thib ob yog 62.4558 lab yuan, ib xyoos ib zaug nce ntawm 34.74 feem pua ​​thiab ib hlis ib hlis nce ntawm 65.9 feem pua.

Nws tsis yog qhov nyuaj kom pom tias qhov kev ua tau zoo ntawm PCB cov tuam txhab thiab CCL cov tuam txhab pib sib txawv hauv lub quarter thib ob ntawm lub xyoo no. Hauv qhov no, Jingwang Electronics tau hais tias tag nrho cov qauv ntawm cov khoom siv raw cov nqi hauv thawj ib nrab ntawm lub xyoo no tau poob qis, txo qee qhov kev nyuaj siab. Vim muaj kev cuam tshuam ntawm lub voj voog ntawm cov khoom muag, lub siab ntawm lub tuam txhab tus nqi tau maj mam tso tawm txij li lub Peb Hlis.

Tsis tas li ntawd, Pengding Holdings (33.820, 1.70, 5.29%), Shiyun Circuit (18.300, 0.21, 1.16%), Eaton Electronics (7.390, 0.08, 1.09%) kuj tau tshaj tawm cov txiaj ntsig zoo no xyoo.

Ntawm lawv, cov nyiaj tau los ntawm Pengding Holdings hauv thawj ib nrab ntawm lub xyoo yog kwv yees li 1.393 billion yuan rau 1.457 billion yuan, nce 120 feem pua ​​-130 feem pua ​​​​rau xyoo; cov nyiaj tau los ntawm Shiyun Circuit hauv thawj ib nrab ntawm lub xyoo yog 120 lab yuan rau 150 lab yuan, nce ntawm 55.89 feem pua ​​​​rau 85.28 feem pua ​​​​ntawm xyoo; Eaton Electronics ua tiav cov nyiaj tau los ntawm 116 lab rau 130 lab yuan, ib xyoos ib zaug nce ntawm 55.56 feem pua ​​​​rau 74.33 feem pua.

Kev tshawb xyuas qhov laj thawj, peb lub tuam txhab saum toj no tau hais tias qhov laj thawj tseem ceeb yog vim li cas tus nqi ntawm cov khoom siv raw tau poob qis, cov nqi tsim khoom tau txo qis, thiab cov khoom muag muag thiab cov txiaj ntsig tag nrho tau zoo tuaj.

Ib tus neeg muaj feem cuam tshuam rau lub chaw tsim khoom PCB tau hais tias: "Raws li cov khoom siv raw, pib txij lub Ob Hlis xyoo no, cov nqi tau raug txo ib qho zuj zus. Piv txwv li, cov khoom siv raw xws li tooj liab ntawv ci, tooj liab phaj thiab epoxy resin muaj ntau dua. cuam ​​tshuam rau peb, thiab tam sim no tus nqi txo tau rov qab mus rau xyoo tas los qhov qis tshaj plaws. Muaj qee qhov kev pab cuam rau kev ntxhov siab ntawm peb cov nqi nce. "

"Tus nqi txo ntawm tooj liab clad laminates xyoo no yog kwv yees li 30 feem pua, tab sis cov neeg siv khoom qis kuj tseem thov kom txo nqi, thiab nws nyob ntawm seb cov neeg siv khoom kho cov nqi khoom." Tus neeg saib xyuas ntawm cov chaw tsim khoom ntxiv, tab sis tam sim no kev tswj hwm tus kabmob kis tau maj mam so, thiab tseem muaj qee txoj cai txhawb nqa. Yog li ntawd, peb muaj kev cia siab zoo txog kev ua lag luam nyob rau ib nrab xyoo thib ob.