1 、Hōʻuluʻulu manaʻo o nā ʻoihana i hoʻopaʻa inoa ʻia ma ka ʻoihana laminate ʻaʻahu keleawe o Kina
ʻO ka copper clad laminate he ʻano mea like me ka pā i hana ʻia e ka impregnating i ka lole aniani uila a i ʻole nā mea hoʻoikaika ʻē aʻe me ka resin, e uhi ana i hoʻokahi ʻaoʻao a ʻelua paha me ka foil keleawe a me ke kaomi wela.E like me ka substrate mea i loko o ka hana 'ana i paʻi kaapuni papa, keleawe aahu laminate nui pāʻani i ke kuleana o interconnection, conduction, insulation a me ke kākoʻo no ka pai 'ia kaapuni papa, a pili i ka hoʻouna wikiwiki o ka hōʻailona ma ka kaapuni Energy poho a me ka hiʻona impedance i nui. hopena.No laila, ʻo ka hana, ka maikaʻi, ke kaʻina hana i ka hana ʻana, ka pae hana, ke kumukūʻai hana, ka hilinaʻi lōʻihi a me ka paʻa o ka papa kaapuni paʻi i hilinaʻi nui ʻia i ka laminate ʻaʻahu keleawe.
I kēia manawa, aia ka nui o nā ʻoihana i hoʻopaʻa inoa ʻia ma ke kaulahao ʻoihana pili i ka laminate copper copper laminate, i māhele ʻia ma nā loulou āpau.E komo pū me:
Upstream copper foil papa inoa o na hui: Jiayuan Technology (688388), Chaohua Technology (002288), Nord (600110), Tongling Nonferrous Metals (000630);
ʻO nā hui i heluʻia o ka lole fiber glass: China Jushi (600176), Honghe Technology (603256), Sinoma Technology (002080), Changhai Co., Ltd. (300196);
Epoxy resin i papa inoa i nā hui: Sinopec (600028), Sanmu pūʻulu (000632), Dongcai Technology (601208);
Midstream CCL papa inoa ʻoihana: Shengyi Technology (600183), Nanya Xincai (688519), Huazheng Xincai (603186), ultrasonic Electronics (000823), Chaohua Technology (002288), Jinʻan Guoji (002636), Jiantao laminate (01888. , Hongchang Electronics (603002), Zhongying Technology (300936), foster (603806), gosbel (002848) a me fangbang shares (688020);
ʻO nā hui i papa inoa ʻia o ka papa kaapuni paʻi i lalo PCB: Pengding Holdings (002938), Dongshan precision (002384), Shennan circuit (002916), Hudian (002463), Jingwang Electronics (603228), Founder Technology (600601), Shenghong Technology (300476), ultrasonic Electronics (000823), Chongda Technology (002815), Shengyi Electronics (688183), aoshikang (002913), Bomin Electronics (603936), Hongxin Electronics (300657) a me ka World Games circuit (603920), Eaton Electronics (603328), (002579), Guangdong Junya (603386), Kexiang Co., Ltd. (300903), agili industry (01639. HK), Mingyang circuit (300739), Chaohua Technology (002288), AoHong Electronics (605058), Sihui Fushi (300852) ), etc.
2 、Hoʻohālikelike i ka hoʻolālā pāʻoihana o nā ʻoihana i helu ʻia ma ka ʻoihana laminate ʻaʻahu keleawe o Kina
Mai ka hoʻolālā pāʻoihana o nā ʻoihana i hoʻopaʻa ʻia ma ka ʻoihana laminate keleawe a Kina, koe wale no nā ʻoihana me ka hoʻolālā kaulahao ʻenehana holoʻokoʻa o ka laminate ʻaʻahu keleawe e like me ka uila uila a me ka ʻenehana Chaohua, ʻoi aku ka nui o nā ʻoihana ma mua o 60% o ka loaʻa kālā o ka laminate keleawe. , a mai ka hapa o na kuai kūloko a me na aina e, ua hoomaluia na hana o Kina o ka laminate aahu keleawe e ka hoonohonoho o ka makeke kūloko, i hoonuiia e ka hoonohonoho o ka makeke ma waho.I ka hoʻomohala ʻana i ka ʻoihana copper clad laminate, hiki ke ʻike ʻia ʻo ka hapa nui o nā ʻoihana e lawe i ka noiʻi huahana a me ka hoʻomaikaʻi ʻana a me ke kūkulu ʻana i ka laina hana e like me ka hana nui o ka ʻoihana copper clad laminate ʻoihana ma 2020.
3、Hoʻohālikelike i ka hana ʻoihana o nā ʻoihana i papa inoa ʻia ma ka ʻoihana laminate lole keleawe o Kina
Mai ka hoʻohālikelike ʻana i ka hana a me ka hana ʻana a me ke kūʻai aku ʻana o nā hui CCL i helu ʻia ma ka ʻoihana CCL o Kina, ʻo Jiantao laminate a me Shengyi ʻenehana nā alakaʻi ʻoihana o CCL ma Kina, a ʻoi aku ka kiʻekiʻe o kā lākou ʻoihana ʻoihana CCL ma mua o nā ʻoihana ʻē aʻe: ma 2020, ʻo ka nui kūʻai o Jiantao laminate CCL ma kahi o 138 miliona mau mika square, a ʻo ka loaʻa kālā CCL ma kahi o HK $13.023 biliona;ʻO ka nui o ke kūʻai aku ʻana o ka ʻenehana Shengyi copper clad laminate ma kahi o 102.5358 miliona square meters, a ʻo ka loaʻa kālā o ke keleawe aahu laminate ma kahi o 10.849 biliona yuan.Mai ka palena waiwai nui, hiki iā mākou ke ʻike he kiʻekiʻe loa ka palena o ka loaʻa kālā nui o nā huahana laminate ʻaʻahu keleawe, a ʻo ka palena waiwai nui o nā huahana kiʻekiʻe e like me ke kiʻekiʻe a me ka wikiwiki kiʻekiʻe.
4 、Hoʻohālikelike i ka hoʻolālā pāʻoihana o nā ʻoihana i helu ʻia ma ka ʻoihana laminate lole keleawe o Kina
Hiki ke ʻike ʻia mai ka hoʻolālā ʻoihana CCL o nā ʻoihana i hoʻopaʻa ʻia ma ka ʻoihana CCL o Kina i ka makahiki 2021, Jiantao laminate, Jinʻan Guoji, Huazheng mea hou a me nā ʻoihana ʻē aʻe e hoʻolālā nui e kūkulu i nā laina hana a hoʻokuʻu i ka mana hana;Aia pū kekahi ultrasonic electronics, gosbel a me nā ʻoihana ʻē aʻe me ka pahuhopu nui o ka huahana R & D a me ka hoʻolaha ʻana i ka ʻenehana o nā hana noiʻi ʻepekema;A ua hoʻoholo ʻo Hongchang electronics a me nā ʻoihana ʻē aʻe e hoʻomohala i ka mākeke ma ke ʻano nui.
Ka manawa hoʻouna: Nov-19-2021