Ngemuva kuka-2022, i- PCB imboni yaqhubeka nokukhipha izimpawu ezinhle, ikakhulukazi lapho amafemu amaningi ezibambiso ekhipha imibiko ekhomba ukuthi amanani entengo yezinto zokusetshenziswa ezinkulu ezintathu ze-copper-clad laminate ashintshashintsha kancane kancane futhi azinza, kanye nokwenyuka kwamanani amapuleti nakho kwehle, kanye nenzuzo ye-PCB. imboni kulindeleke ukuthi ithuthuke.
Lokhu kuphefumulela phezulu kubakhiqizi be-PCB asebecindezelwe isikhathi eside ngokwenyuka kwamanani ezinto zokusetshenziswa.
Kodwa-ke, amathemba awakude, ngenxa yezici ze-geopolitical, ukuqubuka kwalolu bhubhane, nezinye izizathu, okuholela ekukhuphukeni kwamanani entengo yezinto zokusetshenziswa phezulu, izinto zokwakha, izindleko zabasebenzi, nezinye izindleko ziyaqhubeka nokukhula, muva nje igagasi lokukhuphuka komfula. Abakhiqizi bamapuleti e-PCB baphinde bakhipha isaziso sokwenyusa intengo.
Ngomhla zi-3 kuNdasa, 2022, u-Changchun wakhipha incwadi yokulungisa amanani esazisa ukuthi ngenxa yokukhuphuka okuphezulu noma okuqhubekayo kwazo zonke izinto zokusetshenziswa ze-CCL, kanye nokukhuphuka okuqhubekayo kwezindleko ezifana ne-Utility, logistics, kanye nezabasebenzi, izindleko zokukhiqiza zenkampani. ukuqhubeka nokukhuphuka, okubangela ukulahlekelwa ukuthi kuqhubeke ukwanda, ukuze kwehliswe ingcindezi yokusebenza, lungisa izintengo zomkhiqizo ukuze ubhekane nazo:
Ngaphezu kwalokho, i-Gaosenjian Electronics, i-Baikira Technologies, i-Oriwan, i-Ultra-Weiwei Electronics, ne-Yuxin Electronics nazo zikhiphe isaziso sokukhuphuka kwentengo ngoMashi 7, okubonisa ukuthi ngenxa yokukhuphuka kwentengo kwakamuva kwezinto zokusetshenziswa njengeresin, ishidi le-aluminium, ucwecwe lwethusi, njll. , ukukhuphuka kwentengo kwamashidi awo ethusi asekelwe ku-aluminium, amashidi e-PP-aluminium, amashidi e-aluminium, njll. ngokuyisisekelo kuyafana, ngebanga lokunyuka elingu-+5 yuan/isikwele.
Hhayi kuphela emkhakheni webhodi le-PCB kodwa futhi emkhakheni wemboni yamakhemikhali, intengo ekhuphukayo “umlilo” ivutha kakhulu. Ngokombiko we-Paint Purchase Network, ngesonto eledlule, amanani entengo yezinhlobo ezingaphezu kwezingu-20 zemikhiqizo yamakhemikhali akhuphukile, afinyelela ku-15,000 yuan/ton, kanti eminye imikhiqizo yamakhemikhali inyuke cishe ngo-20%.
Ochwepheshe baveza ukuthi isimo samanje eRussia nase-Ukraine asikanciphisi, ukunyuka kwentengo kawoyela kungase kungapheli futhi kancane kancane kukhuphuka ngo-$ 140 umphongolo ngamunye. UMorgan Chase uphinde waveza ukuthi uwoyela ongahluziwe we-Brent ungafinyelela ku-$185 emgqonyeni ngamunye ekupheleni kwalo nyaka, kanti ezinye izikhwama ze-hedge zibheke ku-$200. Ukulandelana okuningi, kanye nesimo senkinga yamandla, izingqinamba zokuphakelwa, kanye nezintengo ezikhuphukayo zezinto zokusetshenziswa kuzophinde kugqugquzele amabhizinisi amakhemikhali ukuthi aqale ukuhlela kabusha amanani emikhiqizo, izincwadi ezihlangene zamabhizinisi amakhemikhali zizoba ezejwayelekile.
Kulo mongo, abakhiqizi abahlobene ne-PCB ekhuphukayo abahlobene eduze nemikhiqizo yamakhemikhali nabo bangaphansi kwengcindezi.
Kodwa-ke, intatheli yethu iphinde yaqaphela ukuthi kunemiklamo eminingi yokwandisa i-foil yethusi okwamanje. Isamba esiphelele sefoil yethusi ye-lithium-electric ekhiqizwa yi-Norde kanye ne-Jiayuan Technologies, amabhizinisi amabili amakhulu asekhaya e-foil yethusi, angamathani angu-69,000 ngonyaka. Amaphrojekthi okunweba aqalisiwe ahlanganisa i-Qinghai Lithium-Electric Copper Foil Project Phase II/III, i-Huizhou Lithium-Electric Copper Foil Project, i-Ningde Lithium-Electric Copper Foil Project, kanye ne-Chaohua Technologies nabo bajoyine ithimba lokunweba. Ngemuva kokuthi u-Yulin etshale ama-yuan ayizigidi eziyizinkulungwane ezingu-12.2 ukuze andise umthamo wawo wamathani angu-100,000 wefoyili yethusi kanye negebe phakathi kokuncipha kokunikezwa kanye nokufunwa, kulindeleke ukuthi intengo yephepha le-copper yehle ngempumelelo, okuzoba yisici esihle ekugcineni ukuqina kwentengo. zamapuleti enziwe ngethusi.
Isidingo se-PCB ezimotweni ezintsha zamandla, ukuxhumana kwe-5G, I-inthanethi Yezinto, nezinye izindawo ezisafufusa senyuke kakhulu, okuphinde kukhulisa ukuzethemba kwemboni ye-PCB.
Ngethemba ukuthi imboni ifudumele njengale ntwasahlobo, enokukhanya kwelanga okukhanyayo nezimbali eziqhakazayo.