Pambuyo pakuwonjezeka kwa mtengo chaka chapitacho, pamene aliyense ankaganiza kuti msika sudzasinthasintha kwambiri pambuyo pa tchuthi, mitengo ya zipangizo inayamba kukweranso!Kukwera kwamitengo uku kukuwoneka kuti kukukhudza makampani onse.Pakalipano, kuwonjezeka kwa mtengo kwafalikira ku makampani owunikira magetsi a LED, zomwe zimayika kupanikizika koonekera pazitsulo zonse zamakampani ounikira a LED.
Dzukani!Dzukani!Dzukani!
Signify, mtundu wowunikira kwambiri padziko lonse lapansi, wapereka kalata ina yokweza mitengo.Pa february 26, Signify (China) Investment Co., Ltd. idapereka chidziwitso chosintha mtengo wamtundu wa Philips mu 2021 kumaofesi am'madera ndi ogawa matchanelo osiyanasiyana ndi ogwiritsa ntchito kumapeto, kukweza mitengo yazinthu zina ndi 5% -17%.
Malinga ndi chidziwitsocho, pamene mliri wapadziko lonse lapansi wa korona ukupitilirabe kufalikira, zinthu zonse zazikulu zomwe zikuyenda zikukumana ndi kukwera kwamitengo komanso kupanikizika kwapadziko lonse lapansi.Monga chinthu chofunikira chopanga komanso chamoyo, mtengo wazinthu zowunikira wakhudzidwanso kwambiri.Kusalinganizika kwa kapezedwe ndi kufunikira ndi zifukwa zina zapangitsa kukwera kwamitengo kwa zinthu zosiyanasiyana zopangira monga polycarbonate ndi alloy zomwe zimakhudzidwa ndi kupanga zinthu zowunikira komanso kukwera kwamitengo yamayendedwe apadziko lonse lapansi.Kuphatikizika kwazinthu zingapo izi kwapangitsa kuti pakhale mtengo wokulirapo wamagetsi amakampani ndi zinthu zowunikira.Chikoka.
Chifukwa chake, kampaniyo idaganiza zosintha mitengo yazogulitsa zomwe zidanenedwazo zakuyatsa kwachikhalidwe ndi mizere yopanda kanthu yapaketi kuyambira pa Marichi 5, 2021.
Kuphatikiza apo, "Chidziwitso" chinanenanso kuti Philips Lighting adaganiza zosintha mitengo yogulitsira yamtundu wina wamagetsi owunikira a LED kuti atchulidwe kuyambira pa Marichi 16, 2021. Mzere wazowunikira wa LED wa Philips Lighting pakusintha kwamitengo nthawi ino umakhudza zinthu 20 pazinthu zitatu. magulu, "Nyali za LED, magwero a kuwala kwa LED, magetsi a LED ndi ma modules", ndi kuwonjezeka kwa mtengo kuyambira 4% mpaka 7%.
Kukwera mtengo kwa zinthu zopangira sikungatheke
Pambuyo poyambiranso ntchito m'chaka cha ng'ombe, mitengo ya zipangizo monga mkuwa ndi aluminiyumu yakwera paliponse.Kodi zopangira zidakwera mpaka pati?Malinga ndi CCTV Financial Report: Copper idakwera ndi 38%, pulasitiki idakwera ndi 35%, aluminiyamu idakwera ndi 37%, chitsulo chinakwera ndi 30%, magalasi adakwera 30%, aloyi ya zinki idakwera 48%, chitsulo chosapanga dzimbiri chinakwera ndi 45%, ndipo IC idakwera ndi 45%.Mpaka 100%.
Malinga ndi kalata yodziwitsa a Auman Lighting, kukwera kwamitengo kwazinthu zosiyanasiyana ndikokwera kuposa komweko mu 2020.
Copper idakwera ndi 20% Aluminiyamu idakwera ndi 15% -20% PVC idakwera ndi 25% -30% Zipangizo zoyika zidakwera ndi 10% -15% Mikanda ya nyali idakwera ndi 10% -15% Zida zamagetsi zidakwera ndi 40% -50% Komanso , zinthu izi Makampani Chain adalengezanso zosintha zamitengo:
Silan Microelectronics
Pa February 23, kampani ya Silan Microelectronics inalemba kalata yosintha mitengo yomwe inati: “Chifukwa cha kukwera kwa mitengo ya zinthu zosaphika ndi zowonjezera ndi zoikamo, mtengo wa zinthu zomwe timagwiritsa ntchito ukupitirira kukwera.Pofuna kuonetsetsa kuti zinthu zikugulitsidwa ndikukhalabe ndi ubale wabwino wamabizinesi, kampaniyo Pambuyo pophunzira mosamalitsa ndi chisankho, kuyambira pa Marichi 1, 2021, kampani yathu isintha mitengo yazinthu zina zamagulu (zonse za MS, IGBT, SBD, FRD), machubu awiri amphamvu, etc.).Kulankhulana."
ONSE
Malinga ndi Times News pa February 22, fakitale yonyamula ma LED ya Everlight yapindula ndi kufunikira kwakukulu kwa zinthu za optocoupler, ndipo mphamvu yopangira ikusoweka.Posachedwapa, mtengo wawonjezeka ndi 10-30%.Kuwonekera kwa malamulo kwawoneka mu August, zomwe ziri zopindulitsa chaka chino.Kuchita kwakula poyerekeza ndi chaka chatha.
Vuto: mmwamba kapena pansi?
M'mbuyomu, makampani monga Cooper Lighting Solutions, Maxlite, TCP, Acuity, QSSI, Hubbell ndi GE Current adalengeza motsatizana zakukwera kwamitengo.Chifukwa cha kukwera kwa mitengo ya zinthu monga mkuwa, chitsulo, aluminiyamu, ndi mapulasitiki, komanso kuchepa kwa zinthu zosungira katundu komanso kutentha kwa zinthu zomwe zimafunidwa, makampani a LED ayambitsa kukwera kwamitengo kuyambira kumapeto kwa chaka chatha. .Kuwonetsa kukwezeranso mitengo, kodi mitundu ina yapakhomo imatsata?
Zaka zapitazo, chifukwa cha kukwera mtengo, mtengo wake unakwera ndi 10%, ndipo mitengo yazinthu idakweranso ndi 5% mpaka 8%.Malinga ndi zomwe zikuchitika masiku ano mitengo yamtengo wapatali, kuwonjezereka kwina kwamtengo kumakhala kosapeweka.Komabe, chifukwa cha kuchuluka kwazinthu zomwe zilipo komanso mitengo yotsika, zomwe zimachitika pafupipafupi pankhondo zamitengo zidapangidwa!Mtengo wa zinthu zopangira wakwera kwambiri, komanso mtengo wolongedza, ndalama zogwirira ntchito, komanso mtengo wotumizira.Chirichonse chikukwera.Chinthu chokha chomwe chiri chovuta kuonjezera ndi mtengo wa mankhwala!
Dzulo, amalonda angapo adatiyitana nati: Kuchuluka kwa zinthu zambiri kwawononga kwambiri makampani opanga zinthu.Iwo amalephera kuvomereza kulamulidwa.Ngati mtengo wazinthu ukukwera, makasitomala adzatayika.Ngati simuuka, mudzataya ndalama.Zonse zikakwera, zomwe mumagulitsa zimakwera kwambiri., Izi zidzayambitsa chisokonezo cha dongosolo.
Ngati muyang'ana njira zotsika mtengo, izi zipangitsa kuti khalidweli likhale loipitsitsa.Kuphatikizidwa ndi kuwongolera kwa mliriwu, malamulo ena adzasamutsidwa kumayiko ena, zomwe zipangitsa kuti makampani opanga zinthu aipire kwambiri.Makasitomala akatayika, izi zikutanthauza kuti bankirapuse, ndipo simukufuna kuti makasitomala ataya., Pali kuwonjezeka kochepa chabe, koma phindu la phindu limakhala laling'ono komanso lochepa.Pakakhala vuto labwino, lidzataya ndalama.
Pankhaniyi, mabizinesi opanga zinthu adakakamizika kukhala m'mavuto."Kukwera kapena ayi?"ndiye vuto lovuta kwambiri lomwe limayesa mabizinesi.Kumbali imodzi, kukwera kwa zinthu zopangira komanso kukwera kwamitengo yopangira mabizinesi, kumbali ina, ndizovuta kuti msika wamagetsi utengere zovuta zomwe mabizinesi amakumana nazo.
Pankhani ya kukwera mtengo m'mbali zonse, kodi kampani yanu imasankha kukweza mitengo kapena kupulumuka?
Malingaliro obwera chifukwa cha kukwera kwa mtengo
Kukwera kwamitengo sikungakhale kuyankha bwino pamsika, ndipo kusintha kwamakampani kudzakulirakulira.
Kutha kuyang'anira msika (wakunja) komanso kusintha kwa kuchuluka kwa ogula pamapeto pake kumachokera ku kukhathamiritsa ndi kukweza kwa (zamkati) zinthu, njira, ndi ntchito.Kuphatikiza pa kukwera kwamitengo yokwanira, mvula yamkuntho iyi idzalimbikitsanso makampani ambiri kuti achepetse ndalama ndikuwonjezera magwiridwe antchito ndikuwonetsetsa kuti apeza phindu kudzera munjira zina.Mwachitsanzo: kumbali imodzi, konzani njira zopangira, kuchepetsa zovuta komanso kuchepetsa mtengo wopangira;kumbali ina, sankhani ogulitsa ndikusankha ogulitsa ndi khalidwe labwino, mtengo wabwino ndi ntchito yabwino kuti mugwirizane kuti muchepetse zoopsa.
Kuphatikiza pa zinthu zachulukidwe monga zopangira, zomwe zimakhudzidwa ndi mtengo, ntchito ndi mtundu ndizolumikizananso zofunika zomwe zimakhudza mitengo.Mwayi wotsogozedwa ndi kukwera kwamitengo yazinthu, tikulimbikitsidwa kumvetsetsa: ①kusinthasintha kwamitengo;②mpikisano wamakampani;③mtengo ndi zabwino zazinthu Dikirani mizere ingapo yayikulu.
Mitengo yamtengo wapatali ikukwera kwambiri, ndalama zogwirira ntchito ndi zoyendera zikupitirira kukwera, ndipo zovuta zamtengo wapatali zikuwonjezeka ... 2021 sikuwoneka kuti ndi yabwino kwa makampani owonetsera ma LED, makamaka omwe adagwiritsa ntchito mitengo yotsika ngati mwayi wawo wampikisano.Ma brand ang'onoang'ono, powona msika wama terminal ukukula pang'onopang'ono, kuchuluka kwa dongosolo kwayamba kukwera, koma zida zopangira sizipezeka, kuwerengera sikukwanira, ndipo palibe njira yopulumukira.Monga momwe kufufuzidwa ndi makampani amkati: "Kupyolera mu kusintha kumeneku kwa 'kuwonjezeka kwa mtengo', funde lina la makampani opanga mafilimu a LED omwe ali ndi mphamvu zowonongeka zowonongeka adzagwa!
Onjezani mwachangu ndikusunga moyenera!Monga tonse tikudziwira, Chaka Chatsopano chisanachitike komanso chitatha, makampani owonetsera ma LED akhala nthawi yabwino kwambiri yogulitsa ndi kupanga.Makampani ambiri owonetsera ma LED akufuna kulanda nyengo yapamwamba ndikupanga ndalama zambiri.Komabe, ngati panalibe masitonkeni osakwanira chaka chapitacho, ndipo tsopano tikukumana ndi kusakhazikika kwa kupanga (chifukwa chazifukwa monga kubwezeredwanso kwanthawi yayitali kwa zopangira), mutha kungoyang'anira nyumba yosungiramo zinthu zopanda kanthu ndikuwona kuyitanitsa kumachoka!Chifukwa chake, ndikufuna kukumbutsa ogawa kuti munthawi zapadera, kuyitanitsa kuyenera kukhala kotsimikizika, ndipo, ndithudi, kuyenera kukhala kokwanira molingana ndi zomwe zikuchitika komanso msika kuti achepetse zoopsa zogwirira ntchito.
Kukwera mtengo ndi chiyambi chabe!Zochitika zambiri zikuwonetsa kuti kukwera kwamitengo kwazinthu zopangira ndi chiyambi chabe, ndipo kukwera kwamitengo kudzakweza mitengo m'mbali zonse za moyo.Kuphatikiza pa mafakitale owonetsera ma LED, zida zapakhomo, zosungunulira ndi mafakitale ena akukumana ndi zovuta monga kusowa kwa zinthu zopangira, kuteteza chilengedwe ndi kuchepetsa mphamvu, malo ovuta kwambiri amalonda akunja, ndi zinthu zomwe sizingagulitsidwe, zomwe pamapeto pake zimatha kuyambitsa kutsekedwa. ya kuchuluka kwa mabizinesi ang'onoang'ono ndi apakatikati.
Ukani kapena ayi?Zovuta kumbali zonse ziwiri!Phindu lamakampani likukula pang'onopang'ono, ndipo mtengo wazinthu zomaliza "ziwuka kapena ayi" ndizovuta kwambiri kwamakampani opanga ma LED.Ndikukwera, ndikuwopa kuti makasitomala omwe apezeka kuti ndi ovuta kuwapeza atayika.Poyang'anizana ndi kukwera mtengo kwa zipangizo, ntchito, malipiro opangira zinthu ndi zina, kwa opanga ambiri opanga ma LED ndi ogulitsa, momwe mungapangire kusiyana kwa phindu lapakati?
Nthawi yomweyo, makampani otsogola otsogozedwa ndi Qianli Jucai apereka chidziwitso cha "kuchepetsa mitengo".Kuchokera pa izi, zikuwonekeratu kuti makampani opanga ma LED aku China pambuyo pa Marichi adzakumana ndi zovuta zomwe mabizinesi ndi amalonda amakumana nazo pantchito yogwira ntchito.Pali zovuta ziwiri zazikuluzikulu: Choyamba, mtengo wa zipangizo zakumtunda ukupitirira kukwera, ndipo kukwera kwa mtengo kudzawonetsa kukwera kwa ndalama;chachiwiri, mpikisano watsopano waudindo wotsogozedwa ndi makampani otsogola watsala pang'ono kuyamba, kodi makampani ang'onoang'ono ndi apakatikati ndi ogawa ayenera kuyankha bwanji?
Zachidziwikire, pansi pamavuto, kuyamba kwa 2021 kudzakhalanso ndi zabwino zambiri.Mapulogalamu a 5G\8K adzafulumizitsa, makampani opanga makanema apamwamba kwambiri atsala pang'ono kunyamuka, ndipo Mini/Micro LED ichulukirachulukira.Nthawi yomweyo, kusintha kwamafakitale ndikusintha kukuchulukirachulukira, ndipo makampani ochulukirachulukira azithunzi za LED akutengera kusintha kwazinthu.Kapangidwe, njira zotsatsira, kulimbikitsa kukula kuchokera pamlingo mpaka pamlingo wabwino;kawirikawiri, pogwira ntchito ndi mpikisano pamsika wa mzere woyamba, opanga mawonetsero a LED ndi ogulitsa, kaya ndi kuwonjezeka kwa mitengo yamtengo wapatali kapena kuchepetsa mtengo, ndizofanana.Ndi njira chabe osati mathero.Munthawi yatsopano ya ogula, ogwiritsa ntchito omwe akuyang'ana bwino, kuyang'ana pa zosowa, ndikufufuza njira ndi njira zamabizinesi osiyanasiyana ndi njira zake ndizo mfundo zazikuluzikulu.
Choncho, poyang'anizana ndi kuwonjezereka kwatsopano kwa mtengo wamtengo wapatali, opanga mawonetsero a LED ndi ogulitsa akhoza kudumpha kuchoka ku zovuta zakale za "kukwera kapena ayi", kuyang'ana pa msika woyamba ndi ogwiritsa ntchito ambiri mwamsanga, ndi fufuzani njira zambiri zamalonda zamalonda ndi zomwe zili.
Kumayambiriro kwa 2021, zomwe aliyense wamakampani sanayembekezere ndikuti mtengo wazinthu zopangira ukukwera mwachangu kuposa kutentha.Posachedwapa, chifukwa cha "kusowa kwa zinthu", mitengo ya zinthu monga mkuwa, chitsulo, aluminiyamu, ndi mapulasitiki ikupitiriza kukwera;chifukwa cha kutsekedwa pamodzi kwa mafakitale akuluakulu oyenga padziko lonse lapansi, zipangizo zamakono zakhala zikuwonjezeka pafupifupi m'mbali zonse ...Zokhudza magawo onse a moyo, kuphatikizapo mawonedwe otsogolera.
Mtengo umodzi patsiku pazopangira!Sikuti gulu limodzi likukwera, koma magulu ambiri akukwera;sikuti kuwuka kwa 3 kapena 5 mfundo, koma kuwuka kwa 10% kapena 20%.
Zopereka dzulo zatha!Chonde funsani musanayike oda!
Malingana ndi deta yoyenera ya bungwe loyang'anira, kuyambira June chaka chatha, katundu wapakhomo akupitirirabe kukwera.Malinga ndi CCTV Financial Report: Copper idakwera ndi 38%, mapepala adakwera ndi 50%, pulasitiki idakwera 35%, aluminiyamu idakwera 37%, chitsulo idakwera 30%, galasi idakwera 30%, aloyi ya zinki idakwera 48%, ndipo chitsulo chosapanga dzimbiri chinakwera ndi 48%.Ikukwera 45%, IC idakwera 100%.Kumapeto kwa February, pamene mphamvu zosiyanasiyana zikupitiriza kuonjezera kulemera kwawo, chizolowezi chokwera mtengo chikukula kwambiri.
Pofika kumapeto kwa February chaka chino, poyerekeza ndi Chikondwerero cha Spring chisanachitike, mtengo wamkuwa wakwera ndi 38%, aloyi ndi 48%, mtengo wa aluminiyamu ndi 37%, chitsulo ndi 30%, chitsulo chosapanga dzimbiri ndi 45%, ndi galasi. pa 30%.%, makatoni akwera ndi 20%, zolongedza thovu zakwera ndi 15%, ndipo mapulasitiki akwera ndi 35%...Opanga ambiri anenanso kuti kuyambira kuchiyambi kwa chaka, zinthu zonse zopangira mafakitale monga mapulasitiki. , zipangizo za nsalu, mkuwa, mphamvu, zipangizo zamagetsi, mapepala a mafakitale, ndi zina zotero. Kukwera kwamtengo wopenga kunasokoneza ndondomeko yopangira opanga ma terminal, ndipo mizere yambiri yopangira inakakamizika kukanikiza batani la kupuma.Panel Masiku angapo apitawo, mabungwe angapo ofufuza adapereka chidule chazomwe zikuchitika pakuwonjezeka kwamitengo yamagulu, ndipo akuyembekezeka kuti zinthu zolimba pamsika wapadziko lonse lapansi zipitilira gawo lachiwiri.Kupereka kumapitilirabe kukhala kolimba, ndikukankhira njira yamitengo ya opanga magulu amutu kuti ikhale yaukali, ndipo mitengo yazinthu zazikuluzikulu ipitilira kuwonjezeka kwakukulu kuyambira February mpaka Marichi.
Chiwonetsero cha LED, monga imodzi mwazinthu zambiri zamagetsi, idagwidwanso kwambiri mu "kuwonjezeka kwamtengo" kwa chaka chatha.Mu Okutobala chaka chatha, mitengo ya zida zonyamula za RGB, ma ICs oyendetsa ma LED, ma PCB board, ngakhale chitsulo, pulasitiki, guluu ndi zida zina zakumtunda zidapitilira kukwera.Pafupifupi 10%, izi zimakhudza kwambiri zinthu zowonetsera za LED.
Chaka chatha, anthu omwe ali mumakampani opanga ma LED adaneneratu, akunena kuti funde la "kuwonjezeka kwamitengo" mu 2020 silidzawonongeka mosavuta, ndipo lidzapitirira mpaka 2021. zinthu monga mkuwa, chitsulo, aluminiyamu, ndi mapulasitiki zimatsimikizira zoneneratu za chaka chatha, kapena zipitirira mpaka pakati pa chaka chino.
Pambuyo poyambiranso ntchito m'chaka cha ng'ombe, mtengo wa zipangizo zowonetsera ma LED wakwera kwambiri kuposa 30% pachaka, ndipo makampani ambiri owonetsera ma LED akukumana ndi mavuto aakulu.Kumbali inayi, ndikusintha kwamisika yakunja, ena amkati amalosera kuti Marichi akuyembekezeka kuyambitsa kusintha kwamayiko akunja.Panthawi imodzimodziyo, pamene msika wamagetsi amtundu wapamwamba kwambiri wa LED monga ma Micro/Mini LED akuchulukirachulukira, mitundu yambiri yowonetsera ma LED yayamba pang'onopang'ono kuonjezera ndalama zogulira katundu, zomwe zachititsa kuti kukwezedwa kwazinthu kukwezeke. makampani.Kodi makampani opanga ma LED aku China akuyenda bwanji chaka chino?Tiyeni tiwone.
Nthawi yotumiza: Sep-15-2021