Muaj pes tsawg lub sij hawm yuav Electronic Fabric nce nyob rau hauv 2026, Thiab Qhov nce yog dab tsi?

1, Cov nqi sib sau ua ke hloov pauv tsis tu ncua hauv lub xyoo (nruab nrab 7628 tus qauv tuab ntaub)

1. Lub Ib Hlis Ntuj txog Lub Rau Hli: 5 qhov sib koom ua ke ntawm tus nqi nce (kev lag luam sib sau ua ke hloov kho)
-Lub Ob Hlis: Round 1
-Lub Peb Hlis: Qhov thib ob, nrog tus nqi nruab nrab ntawm 5.2 yuan/meter
-Lub Plaub Hlis: Qhov thib peb, nrog tus nqi nruab nrab ntawm 6.2-6.5 yuan / meter
-May: Plaub puag ncig, nrog tus nqi nruab nrab ntawm 6.6-7.0 yuan/meter
-Thaum Lub Rau Hli: 5th puag ncig, tus nqi nruab nrab 7.4 yuan / meter, ib hlis ib zaug nce ntawm 0.7 ~ 1 yuan / meter
2. Lub 6th puag ncig ntawm kev hloov kho tus nqi yuav raug ntxiv rau lub Xya Hli (yuav tsum tau ua tiav rau Lub Xya Hli 1st thiab raug siv los ntawm cov chaw tsim khoom loj)
Cov tuam txhab saum toj kawg nkaus xws li Fuqiao, Jushi, thiab Chongqing International tau tshaj tawm cov ntawv nce nqi, uas yog 6 qhov kev hloov kho tus nqi hauv xyoo 2026.

Qhia qhov zaus ntawm kev kho tus nqi

- Ib nrab ntawm lub xyoo (Lub Ib Hlis Lub Ib Hlis): 5 rounds
-Xyoo mus rau hnub tim (nrog rau kev hloov kho tus nqi tshiab hauv Lub Xya Hli): 6 puag ncig
Cov qauv kev lag luam yog kev hloov pauv txhua hli, thiab cov tuam tsev kwv yees tias cov nqi yuav nce ntxiv txij lub Yim Hli mus txog Lub Kaum Ob Hlis.

2, Kev nce qib hauv cov lus qhia tshwj xeeb (piv rau qhov qis qis ntawm lub quarter thib peb ntawm 2025)

1. General 7628 daim ntaub tuab (ntau kawg siv)

-qis taw tes: 3.7-3.9 yuan/meter
-Tom qab tsib qhov kev sib tw hauv Lub Rau Hli: 7.3-7.7 yuan / meter, nce ntxiv ≈ 100% (qhia ncaj qha ob npaug)
-Tom qab thib rau ntawm tus nqi nce hauv Lub Xya Hli, cov ntaub zoo tib yam tau nce los ntawm 30%, siab- kawg AI ntaub tau nce 15%, thiab cov nqi muag khoom yog 8.5-9 yuan / meter, nce ntawm 130% mus rau 140% los ntawm xyoo tas los qhov qis taw tes

2. Ultra nyias ntaub (2116/1080, AI server HDI board)

-2116:4.4 yuan → 9.3 yuan, nce 111%
-1080: 4.5 yuan → 9.7 yuan, nce 116%

3. High end low dielectric Low DK tshwj xeeb ntaub (siab-ceev AI board)

-Thaum pib ntawm lub xyoo, tus nqi ntawm qhov thib ob - tiam Tsawg DK yog kwv yees li 80 yuan / meter, tab sis tam sim no nws yog 150-160 yuan / meter, nce ze li ntawm 100%; High kawg quartz daim ntaub raug nqi mus txog 230 yuan / meter, nrog nce ntau tshaj 200%

3, Siv rau ib puag ncig thiab ib tus nqi nce ntau

1. Los ntawm Lub Ob Hlis mus txog rau Tsib Hlis, hauv thawj plaub lub voj voog: txhua lub voj voog yuav nce li ntawm 0.5 yuan / meter
Lub Rau Hli 5th puag ncig: Ib puag ncig nce ntawm 0.7-1 yuan / meter, tus nqi nce nrawm
3. Lub 6th puag ncig ntawm kev sib koom ua ke ntawm tus nqi hloov pauv los ntawm cov chaw tsim khoom loj hauv Lub Xya Hli:
-General Consumer Electronics 7628: nce 30%
-AI tshwj xeeb ultra- nyias / qis dielectric ntaub: nce 15%

4, Core keeb kwm ntawm tus nqi nce

Tus naj npawb ntawm PCB txheej hauv AI servers tau nce ntxiv (cov ntaub siv ib chav yog 3-8 npaug ntawm cov servers ib txwm muaj), thiab lub voj voog nthuav dav ntawm cov tshuab xaws tshiab yog 12-18 lub hlis. Cov khoom rigidity tsis txaus, thiab lub voj voog ntau lawm feem ntau yog ntau tshaj 2 lub hlis. Kev tsim cov ntaub high-end siv sijhawm 4 lub hlis, thiab cov khoom muag yog nyob rau hauv keeb kwm qis. Lub voj voog nce nqi yuav tsum txuas ntxiv mus txog thaum kawg ntawm 2026.