Fu copperplate is special the special layer pressing plate that makes at PCB, loading PCB electric conduction, insulation, support 3 big functions, it is the core material of the PCB that make. Drive automatically in 5G, car in the near future, the industry such as content couplet net is driven, high frequency / the demand of special substrate market such as high speed will expand quickly, prospect of Fu copperplate development is good.
One, industrial catenary
Main raw material has advanced position of catenary of Fu copper industry cloth of fine of Copper Foil, Bo, colophony and wood pulp; Middle reaches of catenary of Fu copper industry is Fu copperplate to make, main component is rigid Fu copperplate and flexibility Fu copperplate. Fu copperplate is made at PCB production in downstream and immediate application in, final with the electron yuan parts of an apparatus undertake the surface sticks outfit hind, be applied extensively at the numerous domain such as the computer, communication, aerospace.
Picture origin: In business industry academy
2, upriver analysis
(one) cost is formed
Fu copperplate upper reaches basically is mixed by paper of Copper Foil, wood pulp, synthetic resin the raw material such as electronic fiber cloth is formed, cost of the copperplate that occupy Fu is made an appointment with 90% , among them cloth of fine of Copper Foil, colophony, Bo occupies cost proportion to be respectively 42.1% , 26.1% , 19.1% .
Data origin: South Asia is manual of new material raise capital by floating shares, medium business industry academy is arranged
(2) Copper Foil
Copper Foil presses preparation craft cent to be mixed for cathode copper foil pressure delay Copper Foil, electroanalysis among them Copper Foil is the mainstream.
1. cathode copper foil
The abidance of the industry such as car of downstream electron information, new energy resources develops benefit from benefit from flourishingly, cathode copper foil is produced as can exuberant as output growth. Data shows, 2022, our country cathode copper always is produced of foil can achieve 787 thousand tons, total output 668 thousand tons. Predict our country cathode copper always was produced of foil 2023 can will amount to 869 thousand tons, total output will amount to 738 thousand tons.
Data origin: CCFA, medium business industry academy is arranged
2. pressing delays Copper Foil
Pressure delaying Copper Foil is to use plasticity to machine a principle to pass belts of pair of high accuracy copper to relapse rolling —— anneal and become product, its extend a gender, fight curve gender and conductivity to wait excel cathode copper foil, cupreous purity also prep above cathode copper foil, wide application pressworks in flexibility screen of circuit board, electromagnetism, medicinal powder the industry such as hot substrate. Our country pressing delayed Copper Foil crop to amount to 9565 tons 2022, predict our country pressing delayed Copper Foil crop to exceed 10 thousand tons 2023.
Data origin: CCFA, medium business industry academy is arranged
Enterprise of key of 3. Copper Foil
Data origin: Business industry academy is arranged in
(3) fibre glass cloth
Fibre glass cloth is one of raw material of Fu copperplate, become by spin of Bo fine gauze, in recent years, indebted at inside need the market to develop continuously expand, fibre glass gauze is produced can reach crop to all maintain steady growth. Data shows, total output of fibre glass gauze broke through 7 million tons 2022, grow 15.3% compared to the same period. Predict crop of gauze of our country fibre glass will amount to 8.25 million tons 2023.
Data origin: Association of industry of Chinese fibre glass, medium business industry academy is arranged
(4) colophony
1. synthetic resin crop
As the development of national economy and petro-chemical industry, scale of production of Chinese synthetic resin expands ceaselessly, level of industry engineering technology rises ceaselessly, product output increases ceaselessly. 2022 crop of Chinese synthetic resin one hundred and thirteen million six hundred and sixty-nine thousand tons, 2023 1-3 month, synthetic resin crop thirty-seven million eight hundred and twenty-two thousand tons, grow 1.7% compared to the same period. Predict crop of Chinese synthetic resin will amount to one hundred and sixteen million two hundred and sixteen thousand tons 2023.
Data origin: In database of business industry academy
Enterprise of 2. colophony key is analysed
Chinese petrifaction and crop of Chinese oil synthetic resin exceed 10 million tons, be far ahead, in round synthetic resin produces per year the sources of energy of abundant of petrifaction of peaceful chemistry, Shanghai, treasure, Shengquanji the quantity exceeds 500 thousand tons, the enterprise synthetic resin such as material of red Cheng new material, astral brightness annulus produces per year a quantity under 500 thousand tons.
Data sources: Business industry academy is arranged in
(5) wood pulp
Crop of 1. wood pulp
Our country is big country of wood pulp production, output grows continuously. Gross of production of countrywide wood pulp was added 2022 reach 19.82 million tons, predict to will amount to 22.11 million tons 2023.
Data sources: Business industry academy is arranged in
Pattern of competition of 2. wood pulp
Sea of gold of Asia-Pacific dark rich, Hainan, morning cries morning of paper industry, Zhan Jiang cries, Guangxi sun crop is occupied taller, it is respectively 11.00% , 9.94% , 7.41% , 6.75% , 6.59% .
Data sources: Business industry academy is arranged in
3, middle reaches analysis
(one) Fu copper output
China already became the Fu copperplate with the greatest whole world to produce a country. In recent years, output of copper of our country Fu promotes steadily, 2022 output of Chinese Fu copper 910 million square metre, predict to will break through 1 billion square metre 2023.
Data origin: CCLA, medium business industry academy is arranged
(2) Fu copper sales volume
Be opposite as China of Information Industry of developed country electron carry on, development of industry of Chinese Fu copper is rapid, sales volume gets promoting considerably. Our country is of all kinds 2022 the increase sharply of demand of electronic consumer goods, fu copper sales volume is added to 915 million square metre, the sales volume that predicts copperplate of Fu of the our country in 2023 is about 1.041 billion smooth rice.
Data origin: CCLA, medium business industry academy is arranged
(3) dimensions of Fu copper market
Output of copper of Fu of chinese mainland area occupies the scale of output of global Fu copper to promote continuously, chinese mainland becomes global Fu copperplate to make a center gradually. Data shows, since 2018 whole of dimensions of market of Chinese Fu copper presents year after year to involve litre of current, 2022 market dimensions 69.4 billion yuan. Predict dimensions of market of Chinese Fu copper will achieve 71.2 billion yuan 2023.
Data origin: Business industry academy is arranged in
(4) pattern of Fu copperplate competition
Classics of Fu copper industry commercializes competition for years too, what be centered relatively and stabilize is form to supply pattern in the whole world, science and technology of the chemical industry that build flood, unripe beneficial, South Asia is plastic before holding the whole world 3 positions. In light of Chinese market, business of Fu copper industry can be divided roughly according to income of Fu copper business for 3 echelon formation. The enterprise of the first echelon formation surpasses 10 billion yuan industry for Fu copper business, basically include to build flood laminose board with unripe beneficial science and technology; The 2nd echelon formation is in the company that 20-100 controls 100 million yuan for income of Fu copper business, include new material of Jin Anguo discipline, South Asia and Hua Zhengxin capable person; The 3rd echelon formation is less than 2 billion yuan enterprise for income of Fu copper business, basically include Er of shellfish of supersonic electron, grand prosperous electron, gauss to wait.
Data origin: Business industry academy is arranged in
4, downstream analysis
(one) use a field
Fu copperplate is made at PCB production in downstream and immediate application in, final with the electron yuan parts of an apparatus undertake the surface sticks outfit hind, be applied extensively at the numerous domain such as the computer, communication, aerospace. Electron of communication, computer, consumption, car electron, server is main application domain, occupy respectively than 32% , 24% , 15% , 10% , 10% .
Data origin: Business industry academy is arranged in
(2) car electron
Dimensions of market of 1. car electron
Get produce and sale of car of new energy resources the influence of two flourishing, car electron changes degree to promote continuously, car electron will greet long boom cycle, the industry will welcome the great progress opportunity of level of entire industry catenary. The intelligence of the car is changed, dynamoelectric influence the growth that promotes dimensions of car electron market.
In recent years, dimensions of market of Chinese car electron maintains steady growth all the time, dimensions of market of Chinese car electron amounted to 978.3 billion yuan 2022, predict dimensions of market of Chinese car electron reached further growth one thousand and ninety-seven billion three hundred million yuan 2023.
Data origin: Auto industry association, medium business industry academy is arranged
Structure of market of 2. car electron
Distributing from the market share of car electron in light of, integral competition is relatively intense, market share differs not quite. Occupy among them than most is dynamical control system, 28.7% what take integral market. It is chassis and safe control system next, occupy than 26.7% ; Automobile body electron is occupied 22.8% , the car carries an electron to occupy 21.8% .
Data origin: Business industry academy is arranged in
(3) consume an electron
Because consumption level of our country dweller promotes ceaselessly, demand of market of consumptive electron product increases continuously, promoted our country to consume electronic industry health to develop quickly. Data shows, our country consumed electronic market dimensions to reach one thousand eight hundred and sixty-four billion nine hundred million yuan to add 2022. As our country new coronal situation of pneumonic epidemic situation takes a favourable turn and of market demand restore, predict our country consumed electronic market dimensions to will amount to one thousand nine hundred and twenty-nine billion five hundred million yuan 2023.
Data origin: Statista, medium business industry academy is arranged
(4) server
Dimensions of 1. server market
As the rapid development of cloud computation, Internet, artificial intelligence, demand of our country server expands ceaselessly, market dimensions maintains growth continuously. Data shows, dimensions of market of our country server comes by the growth of 18.2 billion dollar 2019 the 27.34 billion dollar 2022, predict dimensions of market of our country server will be added 2023 to 30.8 billion dollar.
Data origin: Business industry academy is arranged in
2. server shipment is measured
In recent years, our country accelerates construction new capital construction, the burgeoning technology permeability such as cloud computation, margin calculation rises gradually, drive volume of server market shipment to grow steadily, volume of shipment of market of our country server achieved 4.22 million 2022, predict shipment volume will be added 2023 reach 4.49 million.
Data origin: IDC, medium business industry academy is arranged
