Fu copper market greeted home to rise in price recently wet. On September 6, fu copperplate bibcock builds flood laminose board have pair of board from this month (all ply) RMB10/HKD10 of the attune on HB/VO; On August 30, flourishing of Jiao Zunao luck is right in all ply guide high 5 yuan are moved on copperplate of aluminium radical Fu / square metre. The analysis points out, the pressure that masters price speech authority to make Fu copperplate manufacturer OK and successful rise in price to material of downstream shift upper reaches. And as multilayer board, the market demand of product of PCB of the high end in waiting increases HDI board and IC support plate ceaselessly, the market space of Fu copperplate manufacturer also is opened further. The demand that overlay consumes the domain such as car of electron, new energy resources downstream lasts Gao Jing is angry, the tide that price of capacity of Fu copper industry rises together already very clear. Upriver raw material rises in price continuously, full Fu copperplate receives downstream order army the main raw material that manufacturer provision carries copper of Fu of valence 　 　 includes fine of electronic Copper Foil, Bo, epoxy resin to wait, among them Copper Foil cost is occupied occupy than cost of cloth of fine of 30%-50% , Bo occupy than cost of 25%-40% , epoxy resin than 25%-30% . Suffer price of chloric propane of A of raw material double phenol and annulus oxygen to rise considerably influence, epoxy resin of near future home rises in price continuously, the price approachs 36 thousand yuan / ton, and the price end June still is less than 30 thousand yuan / ton. Copper Foil respect, boom of height of car of new energy resources, demand of lithium report Copper Foil soars, plus Copper Foil of copperplate of Fu of prep above of profit margin of lithium report Copper Foil, supplier of many Copper Foil turns manufacturing centre of gravity to lithium report Copper Foil, crop of Fu copperplate Copper Foil is squashed. In the meantime, the part of Copper Foil produces equipment to need to be imported from the United States, Japan, after ordering, be about 2 years talent pick up the goods, because of this Copper Foil hard rapid spread produces industry of copper of 　 　 Fu to get army the enterprise builds flood laminose board express in near future survey, price of cloth of Copper Foil, spun glass, glass, epoxy resin maintains higher level, corresponding and external demand is better, price of predicting second half of the year can continue to go up. Unripe beneficial science and technology expresses in half annals, fu copperplate is main raw material from last year second half of the year begins cost to be climbed ceaselessly litre, supply also jump over hasten in short supply. Downstream respect, according to industrial survey, the order of Fu copperplate has been discharged now this year the end of the year, and order consign cycle is very long, about the same before 10 days or so, basically want 30-45 day now. Supersonic electron of company of domestic Fu copper interacts in investor platform expresses, company printed board and order of whole of Fu copper business are at present full. Predict as upriver raw material the price rises continuously, fu copperplate manufacturer is born to rise what produce cost ceaselessly to answer, will undertake moving going up to oneself product value, the near future builds flood to express to be able to promote unit price. As a result of Fu copper industry concentration spends prep above downstream PCB, below the setting that demands exceeds supply in Fu copperplate, fu copper price rises want prep above price of main raw material rises.

Communication equipment will be greeted with PCB anabiosis electron of 　 　 consumption, car electron uses PCB to grow 　 　 for a long time to drive demand of upriver Fu copper to rise steadily continuously copperplate of 　 　 Fu (CCL) is the upriver raw material with important PCB, PCB is the mother ” of “ electron circuit, the electron is consumed in downstream application (electron of 37%) , car (11%) and communication equipment (8%) is main field, additionally still the computer, labour accuses medical treatment, aerospace to wait. Raw material of PCB upper reaches is Fu copperplate (CCL) , half solidify piece (ball of PP) , Copper Foil, copper, among them Fu copperplate holds cost 37% the left and right sides, it is important PCB raw material, other raw material is changed like half weeks piece hold cost 13% , golden salt holds cost 8% , ball of Copper Foil copper holds cost 5% . Predicting communication equipment will be greeted with PCB anabiosis, electron of consumptive electron car grows continuously with PCB, product of report of plane of home appliance, sport, pen, server also grow synchronism, drive demand of upriver border copper to rise steadily. Communication equipment respect, the near future movement of invite public bidding of each big operation business is frequent, 5G 3 period invite public bidding gradually open, construction of 5G radical station drives growth of demand of PCB of high frequency high speed, in homebred replace appeal to beg mix strongly below the setting of ” of “ new capital construction, hopeful of permeability of domestic main firm promotes. New round of invite public bidding will introduce new supplier, besides deep south circuit, unripe beneficial electron (subsidiary of unripe beneficial science and technology, responsible PCB Wu) with Shanghai cable stock, of the 2nd echelon formation such as electron of flourishing of technology of prospective Chong Da, scene, supersonic electron supply occupy promote than hopeful. Car electron respect, dynamoelectric change, intelligence is changed drive car PCB to measure valence to rise together. According to industrial catenary survey, automobile client is short-term soft to HD/EPC/ callous plywood, be opposite for a long time tall multilayer board demand increases stage by stage. In traditional fuel car, dosage of common model PCB is 30-40 piece, but 80-100 is amounted to in car of new energy resources piece, to car of new 2022 energy resources crop will achieve 3.6 million, 5 years of compound increase rate 34.9% . Consume electronic respect, see a mobile phone for a long time last iteration maintains PCB and Fu copperplate snow newlier to seek growth, short-term see 3 quarters enter peak period of consumptive electron tradition, malic industry catenary enters stock up period, china for, honorable, millet also hopeful releases new machine, drive supply chain demand. IPhone is flexibility board (FPC) demand brunt, in addition, the intelligent equipment such as equipment of earphone of watch of flat computer, intelligence, TWS, LoT also will promote in the demand of high-ranking HDI and FPC. Rise in price as upriver material, lu Jia consumes car of electron, new energy resources downstream, the demand of the domain such as communication increases steadily, fu copperplate will welcome limit improvement. In addition, the market of Jiang copperplate spends ability of high negotiate a price centrally strong, be down marry again cost more easily and lend interest rate of this drive up the level, rise in price in this round thereby taller outstanding achievement flexibility is obtained in cycle. Relevant enterprise 　 gives birth to beneficial science and technology: Manufacturer of copperplate of domestic big Fu, crop row the 2nd, city is occupied rate 12% , be next to build flood laminose board, company Fu copperplate and battalion of bonding sheet business close occupy than amounting to 72% , vitreous cloth base Fu copperplate city is occupied rate more than 70% . Jin Anguo discipline: The 2nd big Fu of domestic copperplate manufacturer, advocate copperplate of Fu of the end in battalion, occupy in city of this fractionize circuit rate amount to 70% , downstream client is relatively dispersive, the company is stronger to downstream bargain authority. South Asia new material: The 3rd big Fu of domestic copperplate manufacturer, the product comes true basically not to have halogenate without lead, product of copperplate of the Fu that do not have bittern already realized an entrance to replace, city is occupied rate 2% . Hua Zhengxin material: The 4th big Fu of domestic copperplate manufacturer, battalion of Fu copper business closes occupy than 70% , active position is high frequency copperplate of high speed Fu, product of copperplate of many high frequency Fu is passed China for, resurgence communication attestation, come true to approve shipment certainly. Exceed Hua Ke ability: Advocate battalion printed circuit board / Fu copperplate / the product such as Copper Foil, produce at present can include Copper Foil 12 thousand tons / year, Fu copperplate 12 million pieces / year with printed circuit board 7.4 million square metre / year. Supersonic electron: Advocate battalion printed circuit board / the product such as Fu copperplate, fu copperplate battalion closes occupy than about 22% , yu Chao of main fixed position is thin reach copperplate of special type Fu. Sino-British science and technology: Advocate battalion product is copperplate of high frequency Fu and high frequency polymer base composite material, battalion of copperplate of high frequency Fu closes occupy than about 98% , produce can be 550 thousand pieces about / year.