Kev ua lag luam loj ntawm FPC cov ntaub ntawv tseem ceeb tau cia siab tias yuav dhau 7.2 billion yuan xyoo no

PI zaj duab xis muaj kev ua tau zoo tshaj plaws thiab ntau yam kev siv qis qis

PI zaj duab xis muaj kev ua tau zoo tshaj plaws thiab ntau yam kev siv qis qis. Cov khoom tsim ntawm polyimide muaj xws li zaj duab xis, ua npuas ncauj, fiber ntau, photosensitive polyimide thiab polyimide-raws li cov ntaub ntawv sib xyaw, thiab lwm yam. Ntawm lawv, PI zaj duab xis muaj ntau dua 70 feem pua, uas yog cov khoom tseem ceeb tshaj plaws hauv kev lag luam polyimide. . Kev tsim cov PI zaj duab xis xav tau cov txheej txheem ntau lawm xws li cob polymerization, casting, directional stretching, imidization thiab tom qab kho. Cov khoom muaj cov khoom zoo heev xws li kub kub ua hauj, muaj zog txhua yam khoom, tsis tshua muaj dielectric tas li thiab tsis tshua muaj expansion coefficient. Lub npe hu ua "kub zaj duab xis", nws yog dav siv nyob rau hauv high-tech industries xws li cov neeg siv khoom electronics, high-speed rail, cua zog, aerospace thiab saj zawg zog zaub.

Txawv teb chaws giants nyob rau hauv lub mainstream ntawm lub lag luam, thiab domestic ntau lawm muaj peev xwm maj mam ua raws li

Cov yeeb yaj kiab PI hauv tsev pib lig, thiab muaj qhov sib txawv ntawm lub peev xwm tsim khoom, txheej txheem, thev naus laus zis thiab lwm yam ntawm cov neeg loj heev txawv teb chaws. Raws li kev siv tshuab thev naus laus zis feem ntau tau ua tiav los ntawm Tebchaws Meskas, Nyiv, Kaus Lim Qab Teb thiab lwm lub tebchaws, kev tsim khoom hauv tsev tsuas yog tsom mus rau kev tsim cov khoom siv hluav taws xob qis qis, thiab cov khoom siv high-end tseem cia siab rau kev xa khoom. Nyob rau hauv xyoo tas los no, nrog kev sib sau ua ke ntawm kev siv tshuab hauv tsev thiab peev, ntau lub tuam txhab khoom siv tshiab tau ua tiav rau hauv cov yeeb yaj kiab PI, thiab cov peev txheej tsim tawm hauv tsev tau maj mam nthuav dav.

Los ntawm kev xav ntawm lub ntiaj teb no kev lag luam, American, Nyiv thiab Kauslim tuam txhab uas muag, xws li DuPont nyob rau hauv lub tebchaws United States, Zhongyuan Chemical Industry Co., Ltd. nyob rau hauv Nyiv, Toray Co., Ltd. nyob rau hauv Nyiv, Ube Industries Co., Ltd. nyob rau hauv Nyiv, thiab SKC Kolon PI hauv Kaus Lim Qab Teb, tuav tag nrho kev lag luam. ze li ntawm 80 feem pua ​​muaj peev xwm. Nyob rau hauv xyoo tas los no, cov kws tshaj lij hauv tsev tau ua kom lawv txoj kev loj hlob sai, thiab cov yeeb yaj kiab PI hauv tsev tau maj mam ua tiav kev hloov pauv. Ntawm lawv, Shenzhen Ruihuatai Film Technology Co., Ltd. cov khoom muag muag txog li 6 feem pua ​​​​ntawm lub ntiaj teb no kev ua lag luam, kos npe rau kev nkag ntawm domestic PI zaj duab xis manufacturers mus rau lub ntiaj teb no kev sib tw qeb.

Nws tau kwv yees tias kev lag luam hauv tsev loj yuav ncav cuag 7.24 billion yuan, thiab muaj qhov dav dav rau kev hloov pauv.

Los ntawm 2017 txog 2020, qhov sib xyaw ua ke ntawm kev lag luam thoob ntiaj teb PI zaj duab xis yog ze li ntawm 8 feem pua. Thaum kawg ntawm 2019, lub ntiaj teb PI zaj duab xis kev lag luam mus txog 1.8 billion US dollars, nce 11.1 feem pua ​​​​ntawm xyoo dhau los, thiab mus txog 2.05 billion US dollars nyob rau hauv 2020. Tam sim no, ntawm cov downstream daim ntaub ntawv ntawm PI films nyob rau hauv lub ntiaj teb no, FPC rau lub rooj tsav xwm hloov tau yooj yim suav nrog qhov loj tshaj plaws, suav txog li 48 feem pua, tom qab los ntawm cov khoom tshwj xeeb suav nrog cov khoom siv dav hlau thiab cov ntaub ntawv hloov pauv hloov pauv tau suav txog li 29 feem pua, thiab cov ntawv thov ntxiv rau 23 feem pua.

Kev loj hlob ntawm cov khoom tsim tawm ntawm lub rooj tsav xwm hloov tau yooj yim FPC tau txhawb nqa kev nthuav dav ntawm cov khoom siv hluav taws xob-qib PI zaj duab xis ua lag luam: hloov tau tooj liab clad laminate FCCL yog ib qho tseem ceeb substrate rau kev tsim cov khoom siv hluav taws xob hloov hluav taws xob FPC, uas tau dhau los ua cov khoom tseem ceeb ntawm cov khoom siv hluav taws xob thiab cov khoom siv vim nws qhov lightness, thinness thiab yooj. Lub ntiaj teb FCCL kev lag luam loj tau nce los ntawm US $ 2.64 billion hauv 2014 txog US $ 4.48 nphom hauv 2019. Raws li cov khoom siv tseem ceeb ntawm FCCL, qhov kev thov rau qib hluav taws xob PI zaj duab xis tau loj hlob ib txhij nrog FCCL. Nyob rau hauv 2019, lub ntiaj teb no FCCL kev lag luam thov rau PI zaj duab xis mus txog 14,877.5 tons, thiab domestic Qhov kev thov yog 4869.0 tons, thiab kev loj hlob tus nqi yog 8 feem pua. Los ntawm qhov kev xav ntawm FPC tso zis tus nqi, lub domestic FPC tso zis nqi tau nce los ntawm 29.07 billion yuan mus rau 52.60 billion yuan nyob rau hauv 2014-2020, nrog ib tug compound kev loj hlob tus nqi ntawm 10.4 feem pua. Nyob rau hauv xyoo tas los no, qhov kev loj hlob ntawm FPC qhov kev thov tau qeeb, tab sis kev loj hlob ntawm cov khoom siv hluav taws xob tshiab hauv qab no yuav cuam tshuam kev loj hlob tshiab rau hauv kev lag luam FPC. Nws cia siab tias tus nqi tsim tawm ntawm FPC yuav nce mus rau 54.44 billion yuan hauv 2021, yog li txhawb kev nthuav dav txuas ntxiv ntawm kev lag luam hluav taws xob-qib PI zaj duab xis.

Kev loj hlob sai ntawm kev lag luam aerospace thiab cov ntxaij vab tshaus hloov pauv tau ua rau muaj kev loj hlob ntawm cov khoom lag luam tshwj xeeb PI zaj duab xis: Hauv thaj chaw aerospace, PI zaj duab xis tau siv los ua cov khoom siv foob pob hluav taws vim nws cov huab cua zoo heev thiab hluav taws xob tiv thaiv. Txij li thaum xyoo 2015, ua tsaug rau Kev txhawb nqa txoj cai thiab kev txhim kho ntawm cov lag luam ntiag tug, tus naj npawb ntawm kev xa tawm tsheb hauv tsev tau maj mam nce, thiab cov nyiaj tau los tau nce sai. Hauv 2019, kev lag luam loj ntawm tag nrho cov lag luam aerospace kev lag luam saw tau tshaj 800 billion yuan, nrog kev loj hlob ntawm 22.1 feem pua. Txij li thaum tus nqi raw khoom ntawm ib lub tsheb thauj khoom tuaj yeem suav txog 35 feem pua ​​​​ntawm tag nrho cov nqi, qhov chaw ntawm cov khoom siv raw yog khi kom txo tau cov nqi tsim khoom, yog li txhawb kev loj hlob ntawm cov yeeb yaj kiab tshwj xeeb PI. Nyob rau hauv lub tshav pob ntawm cov ntxaij vab tshaus saj zawg zog, saj zawg zog CPI zaj duab xis yog cov tshuaj ntsuam npog cov ntaub ntawv siv los ntawm feem ntau foldable mobile xov tooj manufacturers. Nrog rau kev lag luam txuas ntxiv ntawm cov lus qhia hloov pauv, folding xov tooj ntawm tes tau maj mam dhau los ua ib daim ntawv tshiab ntawm cov xov tooj ntawm tes. Raws li cov kev kwv yees hais txog, kev xa khoom thoob ntiaj teb ntawm folding xov tooj ntawm tes yuav ncav cuag 45.3 lab units hauv 2024, thiab kev xa khoom hauv tsev yuav mus txog 13.2 lab units. Cov khoom tseem ceeb ntawm cov xov tooj ntawm tes yuav txhawb nqa kev loj hlob ntxiv ntawm cov yeeb yaj kiab PI tshwj xeeb.

Cov khoom siv hluav taws xob tau txais txiaj ntsig zoo, thiab qib thermally conductive PI zaj duab xis yog ushering nyob rau hauv ntau qhov chaw xav tau: thermally conductive graphite zaj duab xis yog cov khoom qis qis ntawm thermally conductive qib PI zaj duab xis, uas feem ntau yog siv hauv thaj chaw ntawm LED substrates thiab cov khoom siv hluav taws xob rau cov cua sov. . . Nyob rau hauv xyoo tas los no, lub lag luam thermal interface khoom lag luam tau maj mam nthuav dav, los ntawm 660 lab yuan hauv 2014 txog 1.27 billion yuan hauv 2020, nrog kev loj hlob ntawm 9.9 feem pua. Nrog rau qhov tshwm sim ntawm 5G era, domestic 5G mobile xov tooj xa tuaj sai sai los ntawm 12.982 lab units hauv 2019Q4 txog 55.096 lab units hauv 2020Q4. Kev tsav tsheb ntawm 5G thev naus laus zis yuav ua rau muaj kev thov ntau dua rau thermally conductive PI films.

Kev lag luam ntawm cua fais fab thiab kev lag luam kev tsheb ciav hlau ceev tau nce tsis tu ncua, thiab cov nplai ntawm hluav taws xob-qib PI zaj duab xis kev lag luam txuas ntxiv nthuav dav: hluav taws xob-qib PI zaj duab xis feem ntau yog siv hauv cov qib siab rwb thaiv tsev xws li cov tshuab hluav taws xob sib txawv thiab cov tshuab hluav taws xob. , thiab thaum kawg siv rau hauv kev tsim hluav taws xob cua, kev tsheb ciav hlau ceev ceev thiab lwm qhov chaw. Hauv kev lag luam cua fais fab, Tuam Tshoj yog lub ntiaj teb loj tshaj plaws cua fais fab kev lag luam. Txog rau thaum xaus ntawm 2020, lub peev xwm ntawm cov cua tshuab hluav taws xob hauv tsev tau nce mus txog 282GW, ib xyoos ib zaug nce ntawm 34.3 feem pua, thiab cov peev txheej tsim tau suav nrog 36 feem pua ​​​​ntawm lub ntiaj teb tag nrho. Nyob rau hauv cov ntsiab lus ntawm kev tawm tswv yim tshiab zog, nrog rau lub localization ntawm cov cua fais fab kev lag luam saw, hluav taws xob PI zaj duab xis yuav muaj dav kev lag luam prospects. Nyob rau hauv kev lag luam kev tsheb ciav hlau ceev ceev, Tuam Tshoj txoj kev tsheb ciav hlau ceev ceev ua haujlwm tau nce qib thawj hauv ntiaj teb, suav txog ntau dua 60 feem pua. Thaum kawg ntawm xyoo 2019, lub tsheb ciav hlau khiav ceev hauv tsev mus txog 35,{18}} mais, thiab tus naj npawb ntawm EMU locomotives mus txog 29,{20}}. Lub mileage ntawm kev kub ceev tsheb ciav hlau yuav ncav cuag 37, 000 mais, thiab kev lag luam loj ntawm hluav taws xob PI films yuav txuas ntxiv.

Raws li kev suav cov kev loj hlob ntawm kev lag luam thoob ntiaj teb thiab kev lag luam hauv tsev, nws kwv yees tias los ntawm 2022, tag nrho qhov loj ntawm lub ntiaj teb PI zaj duab xis kev lag luam yuav ncav cuag 2.45 billion US dollars, thiab tag nrho cov domestic PI zaj duab xis ua lag luam yuav ncav cuag 7.24 billion. yuan. Cov yeeb yaj kiab yog 2.69 billion yuan, thermal conductivity qib PI zaj duab xis yog 950 lab yuan, thiab qib hluav taws xob PI zaj duab xis yog 970 lab yuan.