1,Cov ntsiab lus ntawm Cov Tuam Txhab Tshaj Tawm hauv Tuam Tshoj txoj kev lag luam tooj liab clad laminate
Copper clad laminate yog ib hom phaj zoo li cov khoom ua los ntawm impregnating hluav taws xob iav fiber ntau daim ntaub los yog lwm yam ntaub ntawv ntxiv nrog resin, npog ib los yog ob sab nrog tooj liab ntawv ci thiab kub nias.Raws li cov khoom siv substrate hauv kev tsim cov ntawv luam tawm Circuit Board, tooj liab clad laminate tsuas yog ua lub luag haujlwm ntawm kev sib txuas, kev sib txuas, kev rwb thaiv tsev thiab kev txhawb nqa rau lub rooj tsav xwm luam tawm, thiab cuam tshuam rau kev sib kis ceev ntawm cov teeb liab hauv Circuit Court poob thiab cov yam ntxwv impedance muaj qhov zoo. cuam tshuam.Yog li ntawd, kev ua tau zoo, kev ua tau zoo, kev ua tiav hauv kev tsim khoom, qib kev tsim khoom, tus nqi tsim khoom, kev ntseeg siab ntev thiab kev ruaj ntseg ntawm cov ntawv luam tawm Circuit Board feem ntau yog nyob ntawm tooj liab clad laminate.
Tam sim no, muaj ntau lub tuam txhab teev npe nyob rau hauv Tuam Tshoj tus tooj liab clad laminate ntsig txog kev lag luam saw, uas tau muab faib rau hauv txhua qhov txuas.Tshwj xeeb suav nrog:
Upstream tooj liab ntawv teev cov tuam txhab: Jiayuan Technology (688388), Chaohua Technology (002288), Nord (600110), Tongling Nonferrous Metals (000630);
Cov tuam txhab teev npe ntawm cov iav fiber ntau: Tuam Tshoj Jushi (600176), Honghe Technology (603256), Sinoma Technology (002080), Changhai Co., Ltd. (300196);
Epoxy resin teev cov tuam txhab: Sinopec (600028), Sanmu pawg (000632), Dongcai Technology (601208);
Midstream CCL cov tuam txhab teev npe: Shengyi Technology (600183), Nanya Xincai (688519), Huazheng Xincai (603186), ultrasonic Electronics (000823), Chaohua Technology (002288), Jin'an Guoji (002636), Jiantao laminate (01888. HK). , Hongchang Electronics (603002), Zhongying Technology (300936), foster (603806), gosbel (002848) thiab fangbang shares (688020);
Cov tuam txhab teev npe ntawm downstream luam tawm Circuit Board PCB: Pengding Holdings (002938), Dongshan precision (002384), Shennan circuit (002916), Hudian (002463), Jingwang Electronics (603228), Founder Technology (600601), Shenghong47 Technology), (30 ultrasonic Electronics (000823), Chongda Technology (002815), Shengyi Electronics (688183), aoshikang (002913), Bomin Electronics (603936), Hongxin Electronics (300657) thiab World Games circuit (603920), Eaton 3j Electronics (603) (002579), Guangdong Junya (603386), Kexiang Co., Ltd. (300903), agili kev lag luam (01639. HK), Mingyang circuit (300739), Chaohua Technology (002288), AoHong Electronics (605058), Sihui5820 (3 ), thiab lwm yam.
2,Kev sib piv ntawm kev lag luam layout ntawm Cov Tuam Txhab Tuam Txhab hauv Tuam Tshoj txoj kev lag luam tooj liab clad laminate
Los ntawm kev lag luam layout ntawm Cov Tuam Txhab Tuam Txhab hauv Tuam Tshoj txoj kev lag luam tooj liab clad laminate, tshwj tsis yog rau cov lag luam nrog tag nrho cov kev lag luam saw layout ntawm tooj liab clad laminate xws li ultrasonic electronics thiab Chaohua technology, feem ntau cov lag luam account rau ntau tshaj 60% ntawm cov nyiaj tau los ntawm tooj liab clad laminate. , thiab los ntawm kev faib ua feem ntawm kev muag khoom hauv tsev thiab txawv teb chaws, Tuam Tshoj cov npe lag luam ntawm tooj liab clad laminate yog dominated los ntawm cov txheej txheem ntawm kev ua lag luam hauv tsev, ntxiv los ntawm cov txheej txheem ntawm kev lag luam txawv teb chaws.Nyob rau hauv txoj kev loj hlob ntawm tooj liab clad laminate lag luam, nws tuaj yeem pom tau tias feem ntau cov tuam txhab siv cov khoom lag luam tshawb fawb thiab kev txhim kho thiab kev tsim cov kab ntau lawm raws li txoj haujlwm tseem ceeb ntawm lub tuam txhab tooj liab clad laminate lag luam hauv 2020.
3,Kev sib piv ntawm kev ua lag luam kev ua tau zoo ntawm Cov Tuam Txhab Tuam Txhab hauv Tuam Tshoj txoj kev lag luam tooj liab clad laminate
Los ntawm kev sib piv ntawm kev ua tau zoo thiab kev tsim khoom thiab kev lag luam ntawm CCL cov tuam txhab teev npe hauv Tuam Tshoj txoj kev lag luam CCL, Jiantao laminate thiab Shengyi thev naus laus zis yog cov thawj coj kev lag luam ntawm CCL hauv Suav teb, thiab lawv cov CCL kev lag luam cov nyiaj tau los ntau dua li ntawm lwm cov lag luam: hauv 2020, qhov muag ntim ntawm Jiantao laminate CCL yog kwv yees li 138 lab square metres, thiab CCL cov nyiaj tau los yog kwv yees li HK $ 13.023 billion;Qhov muag ntim ntawm Shengyi tshuab tooj liab clad laminate yog hais txog 102.5358 lab square meters, thiab cov nyiaj tau los ntawm tooj liab clad laminate yog hais txog 10.849 billion yuan.Los ntawm cov nyiaj tau los tag nrho, peb tuaj yeem pom tias cov nyiaj tau los tag nrho ntawm cov khoom siv tooj liab clad laminate feem ntau yog siab, thiab cov nyiaj tau los tag nrho ntawm cov khoom siv high-end xws li high-frequency thiab high-speed tooj liab cl.
4,Kev sib piv ntawm kev npaj ua lag luam ntawm Cov Tuam Txhab Sau Npe hauv Tuam Tshoj txoj kev lag luam tooj liab clad laminate
Nws tuaj yeem pom los ntawm CCL kev npaj ua lag luam ntawm Cov Tuam Txhab Sau Npe hauv Tuam Tshoj CCL kev lag luam uas nyob rau xyoo 2021, Jiantao laminate, Jin'an Guoji, Huazheng cov khoom tshiab thiab lwm yam lag luam yuav yog npaj los tsim cov kab ntau lawm thiab tso tawm cov peev txheej ntau lawm;Tseem muaj ultrasonic electronics, gosbel thiab lwm yam lag luam nrog lub hom phiaj tseem ceeb ntawm cov khoom R & D thiab txhawb kev lag luam ntawm kev tshawb fawb kev ua tiav;Thiab Hongchang electronics thiab lwm yam lag luam txiav txim siab los tsim kev lag luam raws li lub hom phiaj tseem ceeb.
Post lub sij hawm: Nov-19-2021