Hauv tsev high-frequency thiab high-ceev tooj liab clad laminate ntau lawm muaj peev xwm tsis txaus.

Kev lag luam tooj liab foil yog lub peev, thev naus laus zis, thiab kev txawj ntse-kev lag luam uas muaj kev cuam tshuam loj rau kev nkag. Raws li cov ntawv thov sib txawv, cov khoom siv tooj liab tuaj yeem muab faib ua cov qauv tooj liab siv nyob rau hauv automotive electronics, kev sib txuas lus, khoos phis tawj, thiab kev lag luam me me LED, thiab lithium tooj liab foils siv hauv tsheb tshiab.

Nyob rau hauv cov nqe lus ntawm 5G kev sib txuas lus, raws li cov kev cai hauv teb chaws txuas ntxiv mus ntxiv cov tshiab infrastructure xws li 5G thiab loj cov ntaub ntawv chaw, Tuam Tshoj peb tus neeg ua haujlwm loj tau nrawm rau kev tsim kho 5G hauv paus chaw nres tsheb, thiab yuav tsum ua kom tiav lub hom phiaj ntawm kev tsim kho ntawm 600,000 5G hauv paus chaw nres tsheb los ntawm 2020. Nyob rau tib lub sijhawm, 5G lub hauv paus chaw nres tsheb yuav qhia MassiveMIMO thev naus laus zis, uas txhais tau hais tias cov kav hlau txais xov cov ntsiab lus thiab cov tshuab feeder network yuav siv ntau zaus tooj liab clad laminates. Kev sib xyaw ua ke ntawm ob yam saum toj no yuav txhawb nqa qhov kev thov rau high-frequency tooj liab clad laminates kom nce ntxiv.

Los ntawm qhov kev xav ntawm 5G muab khoom, xyoo 2018, kuv lub teb chaws cov khoom lag luam txhua xyoo ntawm tooj liab clad laminates yog 79,500 tons, ib xyoos ib zaug poob ntawm 7.03%, thiab kev xa khoom yog 1.115 billion yuan, nce 1.34% xyoo-rau-xyoo. xyoo. Kev lag luam thoob ntiaj teb tsis txaus yog kwv yees li US $ 520 lab, ib xyoos ib zaug nce. Ntawm 3.36%, kev muab khoom ntawm cov khoom lag luam siab-nqi ntxiv tooj liab clad laminates tsis tuaj yeem ua tau raws li qhov xav tau ntawm cov khoom siv davhlau ya nyob twg. Cov tsoos tooj liab clad laminates hauv tsev muaj overcapacity, thiab high-frequency thiab high-ceev tooj liab clad laminates tsis txaus, thiab ib tug loj npaum li cas ntawm imports tseem xav tau.

Raws li tag nrho cov qauv ntawm kev tsim kev hloov pauv thiab hloov kho dua tshiab thiab txo kev cia siab ntawm kev xa khoom ntawm cov khoom siv ntau zaus txawv teb chaws, kev lag luam hauv PCB tau siv lub sijhawm los ua kom cov khoom siv ntau zaus.

Lub teb ntawm lub zog tshiab tsheb yog ib qhov chaw loj tshaj plaws nyob rau lub sijhawm no. Txij li thaum muaj kev loj hlob ntawm kev lag luam hauv xyoo 2015, kev loj hlob hauv kev tsim khoom thiab kev muag khoom ntawm lub zog tshiab tsheb tau ua rau muaj kev xav tau rau cov roj ntsha lithium roj teeb tooj liab.

Nyob rau hauv txoj kev loj hlob ntawm lithium roj teeb nyob rau hauv cov kev taw qhia ntawm lub zog ceev ceev thiab kev ruaj ntseg siab, lub lithium roj teeb tooj liab ntawv ci raws li qhov tsis zoo electrode tam sim no collector ntawm lithium roj teeb yog ib qho tseem ceeb heev rau kev ua tau zoo thiab thinness ntawm lithium roj teeb. Txhawm rau txhim kho roj teeb lub zog ceev, cov tuam txhab roj teeb lithium tau muab cov kev xav tau siab dua rau lithium roj teeb tooj liab ntawv nyiaj raws li ultra-thinness thiab kev ua haujlwm siab.

Raws li kev tshawb fawb kev lag luam, nws yog conservatively kwv yees tias los ntawm 2022, lub ntiaj teb no thov rau 6μm lithium roj teeb tooj liab ntawv ci yuav ncav cuag 283,000 tons / xyoo, nrog ib tug compound txhua xyoo kev loj hlob ntawm 65.2%.

Tsav los ntawm kev loj hlob tawg ntawm kev lag luam qis qis xws li 5G kev sib txuas lus thiab lub zog tshiab tsheb, nrog rau cov xwm txheej xws li kev kis tus kab mob thiab lub voj voog ntev ntawm cov khoom siv tooj liab, cov khoom siv tooj liab hauv tsev yog luv luv. Lub 6μm mov thiab kev thov sib txawv yog li ntawm 25,000 tons, suav nrog cov ntawv ci tooj liab. Tus nqi ntawm cov khoom siv raw, nrog rau cov ntaub iav, epoxy resin, thiab lwm yam, tau nce siab heev.

Nyob rau hauv lub ntsej muag ntawm cov ntawv ci tooj liab kev lag luam "nce ntim thiab nqi", cov tuam txhab teev npe hauv kev lag luam kuj tau xaiv los nthuav ntau lawm.

Nyob rau lub Tsib Hlis ntawm lub xyoo no, Nordisk tau tshaj tawm ib txoj kev npaj rau kev tshaj tawm tsis pub pej xeem cov khoom lag luam rau xyoo 2020. Nws npaj yuav nce tsis pub ntau tshaj 1.42 billion yuan los ntawm kev tshaj tawm uas tsis yog pej xeem, uas yuav raug siv los nqis peev hauv cov phiaj xwm electrolytic tooj liab nrog ib xyoos ib zaug. tso zis ntawm 15,000 tons ntawm high-performance ultra-nyias lithium-ion roj teeb. Ua haujlwm peev thiab them rov qab cov nyiaj qiv hauv tuam txhab.

Thaum lub Yim Hli xyoo no, Jiayuan Technology tau tshaj tawm tias nws npaj yuav tshaj tawm cov ntawv cog lus hloov pauv mus rau cov khoom tsis tau teev tseg kom nce tsis pub ntau tshaj 1.25 billion yuan, thiab nqis peev rau cov haujlwm ua haujlwm siab ntawm cov ntawv ci tooj liab nrog cov khoom tsim tawm txhua xyoo ntawm 15,000 tons, tshiab high-strength ultra. -thin lithium tooj liab ntawv ci kev tshawb fawb thiab kev tsim kho, thiab lwm yam kev tshawb fawb thev naus laus zis thiab kev txhim kho Projects, tooj liab foil nto kho tshuab thiab lwm yam kev qhia txog kev txawj ntse thiab kev txawj ntse txhim kho tej yaam num, Jiayuan Technology (Shenzhen) Technology Industry Innovation Center project, thiab ntxiv ua hauj lwm peev.

Thaum pib lub Kaum Ib Hlis xyoo no, Chaohua Technology tau tshaj tawm txoj kev npaj nce ntxiv, thiab nws npaj yuav nce tsis pub ntau tshaj 1.8 billion yuan rau cov phiaj xwm tooj liab nrog cov khoom tsim tawm txhua xyoo ntawm 10,000 tons ntawm high-precision ultra-nyias lithium roj teeb, txhua xyoo tso zis ntawm 6 lab high-end core boards, thiab ib xyoos ib zaug tso zis ntawm 700 10,000 square meters FCCL project, thiab replenish ua hauj lwm peev thiab them rov qab bank qiv.

Qhov tseeb, thaum ntxov Lub Kaum Hli, Chaohua Technology tau tshaj tawm tias txawm hais tias kev nkag thiab tawm ntawm cov khoom siv tooj liab thiab cov neeg ua haujlwm hauv Nyij Pooj tau txwv vim kev xav tau ntawm kev tiv thaiv thiab kev tswj hwm, los ntawm kev sib koom tes ntawm Chaohua Technology thiab Nyiv Mifune, "Txhua xyoo. ntau lawm Lub 8000-tuj high-precision hluav taws xob tooj liab ntawv ci project (Phase II)" cov cuab yeej tau teeb tsa thiab nkag mus rau theem commissioning, thiab qhov project yuav raug muab tso rau hauv ntau lawm.

Txawm hais tias lub sijhawm nthuav tawm ntawm cov phiaj xwm nrhiav nyiaj tau qeeb me ntsis ntawm ob tus phooj ywg saum toj no, Chaohua Technology tau ua tus thawj coj hauv kev kis tus kabmob los ntawm kev nthuav qhia tag nrho cov khoom siv los ntawm Nyiv.

Tsab ntawv yog los ntawm PCBWorld.