Tom qab 2022, lub PCB kev lag luam txuas ntxiv tso tawm cov teeb meem zoo, tshwj xeeb tshaj yog thaum ntau lub tuam txhab kev nyab xeeb tau tshaj tawm cov lus ceeb toom qhia tias tus nqi ntawm peb cov khoom tseem ceeb ntawm tooj liab-clad laminate maj mam hloov pauv thiab ruaj khov, thiab qhov nce ntawm cov nqi phaj kuj qeeb, thiab cov txiaj ntsig ntawm PCB. kev lag luam yuav tsum txhim kho.
Qhov no ua rau lub siab xav rau PCB cov tuam txhab uas tau raug txwv tsis pub ntev los ntawm kev nce nqi raw khoom.
Txawm li cas los xij, qhov kev cia siab yuav tsis ntev, vim muaj qhov xwm txheej ntawm thaj chaw, qhov tshwm sim ntawm kev sib kis, thiab lwm yam laj thawj, ua rau cov khoom siv raw khoom nce siab dua, kev thauj mus los, nqi zog, thiab lwm yam nqi nce ntxiv, tsis ntev los no muaj nthwv dej ntawm cov dej ntws. PCB phaj manufacturers tau tshaj tawm tus nqi nce ntxiv dua.
Thaum Lub Peb Hlis 3, 2022, Changchun tau tshaj tawm tsab ntawv hloov kho tus nqi qhia rau peb tias vim qhov tsis ntev los no los yog nce ntxiv ntawm tag nrho cov khoom siv raw ntawm CCL, nrog rau kev nce nqi ntxiv xws li Kev Siv Hluav Taws Xob, kev thauj mus los, thiab kev ua haujlwm, lub tuam txhab cov nqi tsim khoom. txuas ntxiv nce, ua rau poob mus txuas ntxiv, txhawm rau txhawm rau txo kev ua haujlwm siab, kho cov nqi khoom kom tiv nrog:
Tsis tas li ntawd, Gaosenjian Electronics, Baikira Technologies, Oriwan, Ultra-Weiwei Electronics, thiab Yuxin Electronics kuj tau tshaj tawm nqe lus ceeb toom rau lub Peb Hlis 7, qhia tias vim tsis ntev los no tus nqi nce ntawm cov khoom siv raw xws li resin, aluminium ntawv, tooj liab ntawv ci, thiab lwm yam. , tus nqi nce ntawm lawv cov txhuas-raws li tooj liab clad nplooj ntawv, PP-aluminium nplooj ntawv, txhuas ntawv, thiab lwm yam yog yeej ib yam, nrog ib tug ntau ntawm nce ntawm +5 yuan / square.
Tsis tsuas yog nyob rau hauv lub tshav pob ntawm PCB board tab sis kuj nyob rau hauv lub tshav pob ntawm kev lag luam tshuaj, tus nqi nce “hluav taws” yog kub heev. Raws li tsab ntawv ceeb toom ntawm Paint Purchase Network, nyob rau lub asthiv dhau los, tus nqi ntawm ntau tshaj 20 hom tshuaj lom neeg cov khoom tau nce, mus txog 15,000 yuan / tuj, thiab qee cov khoom siv tshuaj tau nce ze li 20%.
Cov kws tshaj lij tau taw qhia tias qhov xwm txheej tam sim no hauv Russia thiab Ukraine tseem tsis tau txo qis, cov roj nqi nce yuav tsis xaus thiab maj mam nce los ntawm $ 140 ib chim. Morgan Chase kuj tau qhia tias Brent roj av tuaj yeem ncav cuag $ 185 toj ib chim thaum kawg ntawm lub xyoo no, thaum qee cov peev nyiaj tau los yog tsom mus rau $ 200. Ntau cov sequelae, nrog rau cov ntsiab lus ntawm kev kub ntxhov ntawm lub zog, kev txwv tsis pub, thiab nce nqi ntawm cov khoom siv raw yuav txhawb nqa cov lag luam tshuaj kom pib rov npaj cov khoom lag luam, cov khoom lag luam tshuaj ‘cov ntawv sau ua ke yuav zoo li qub.
Nyob rau hauv cov ntsiab lus no, upstream PCB-txog tuam txhab uas muag ze ze rau cov khoom siv tshuaj lom neeg kuj nyob rau hauv siab.
Txawm li cas los xij, peb tus neeg sau xov xwm kuj pom tias muaj ntau qhov kev nthuav dav loj ntawm cov ntawv ci tooj liab tam sim no. Tag nrho lub peev xwm ntawm lithium-hluav taws xob tooj liab ntawv ci uas twb muaj lawm ua los ntawm Norde thiab Jiayuan Technologies, ob lub tuam txhab loj hauv tsev, yog 69,000 tons / xyoo. Cov phiaj xwm nthuav dav tau pib suav nrog Qinghai Lithium-Electric Copper Foil Project Phase II / III, Huizhou Lithium-Electric Copper Foil Project, Ningde Lithium-Electric Copper Foil Project, thiab Chaohua Technologies kuj koom nrog pab pawg nthuav dav. Tom qab Yulin nqis peev 12.2 billion yuan los nthuav nws lub peev xwm ntawm 100,000 tons ntawm cov ntawv ci tooj liab thiab qhov sib txawv ntawm cov khoom siv thiab kev xav tau poob qis, nws xav tias tus nqi ntawm cov ntawv ci tooj liab yuav zoo rub tawm, uas yuav yog qhov zoo rau kev tswj hwm tus nqi. ntawm cov phaj tooj liab.
PCB xav tau nyob rau hauv lub zog tshiab tsheb, 5G kev sib txuas lus, Is Taws Nem ntawm Yam, thiab lwm qhov chaw tshiab tau nce ntxiv, uas tseem txhawb kev ntseeg siab ntawm PCB kev lag luam.
Vam tias kev lag luam yog sov li lub caij nplooj ntoos hlav no, nrog lub hnub ci ci thiab paj tawg paj.