I. Cov Chips & Semiconductors: Kev Nce Qib ntawm Kev Xa Khoom Tawm + Kev Tswj Xyuas Kev Xa Khoom Tawm Ntau Dua
Tuam Tshoj'Kev xa tawm cov khoom siv chip nce siab 72.6% (Lub Ib Hlis)–Lub Ob Hlis)
Tag nrho tus nqi tshaj 300 billion RMB, ntau dua li kev loj hlob ntawm kev lag luam txawv teb chaws tag nrho (21.8%). Cov khoom tseem ceeb yog 28/40/55nm mature-process chips, siv dav hauv cov khoom siv hauv tsev MCUs, cov khoom siv hluav taws xob hauv tsheb, thiab kev tswj hwm kev lag luam.—cov chips tseem ceeb rau cov motherboard thiab cov khoom siv. Cov nqi khoom nce txog li 52%, tsav los ntawm kev tsis txaus ntawm cov khoom siv thoob ntiaj teb thiab Tuam Tshoj's peev xwm zoo.
Netherlands nthuav dav kev tswj hwm kev xa tawm ASML (Lub Peb Hlis 11)
Npog cov tshuab lithography 28nm/45nm uas laus lawm, txwv tsis pub nthuav dav peev xwm rau cov khoom siv hauv tsev thiab cov chips kev lag luam. Kwv yees li 45 billion daim ntawv xaj chip thoob ntiaj teb raug cuam tshuam.
Tebchaws Meskas yuav tsub se 25% rau cov khoom siv semiconductor (siv tau rau lub Ib Hlis)
Tus nqi se 25% ad valorem rau cov chips thiab cov khoom siv xa tuaj, nrog rau kev zam rau kev tsim khoom hauv tsev. Cov txiaj ntsig ntawm kev xa khoom mus rau lwm lub tebchaws hauv Nyab Laj thiab Mexico; Cov tuam txhab Suav ua kom cov txheej txheem loj hlob sai dua thiab cov lag luam txhawb nqa hauv zos.
II. Cov Khoom Siv Hauv Tsev & Cov Khoom Siv Hluav Taws Xob: Kev Lag Luam & Cov Cai
Brazil tshem tawm cov se ntshuam khoom ntawm yuav luag 1,000 yam khoom siv hluav taws xob / khoom siv (Lub Peb Hlis 30)
970 pawg khoom lag luam dhau los ua lub luag haujlwm-pub dawb rau ib ntus 4-lub hlis, suav nrogcov khoom siv hluav taws xob, cov motherboard, cov khoom siv hauv tsev, thiab cov khoom siv ITQhov no thim rov qab qhov kev nce se 7.2% thaum Lub Ob Hlis, tsim kom muaj lub cib fim zoo rau kev xa khoom ntawm Suav teb mus rau Brazil.
Cov chaw khaws ntaub ntawv AI tsav kev xa khoom siv hluav taws xob
Daim ntawv qhia IEA: Kev tsis txaus transformer thoob ntiaj teb ncav cuag 30%, lub sijhawm ua haujlwm txuas ntxiv mus txog 3 xyoos. Tuam Tshoj's exports ntawm siab-cov voltage/smart transformers thiab switchgears tab tom nce siab, txhawb nqa los ntawm kev thov kom muaj zog rau kev txhim kho lub zog fais fab hauv Tebchaws Europe thiab Tebchaws Meskas.
Kev txo cov se hauv Tebchaws Meskas pab txhawb kev xa khoom siv hauv tsev
Cov se ua ke rau cov khoom Suav teb tau txo qis kwv yees li 5%. Ua ke nrog kev rov qab tau cov khoom muag hauv Asmeskas thiab kev rov qab muab cov khoom muag dua, cov hauv paus tseem ceeb ntawm kev xa khoom mus rau txawv teb chaws rau cov khoom siv hauv tsev loj tau zoo dua.
III. Cov Cai Tshiab ntawm Kev Lag Luam (Kev Ua Raws Cai Tseem Ceeb)
Tuam Tshoj'tshiab cov khoom siv hluav taws xob pov tseg Cov cai siv dua tshiab yuav siv tau (Lub Peb Hlis 1)
Tus qauv tshiab HJ 527—Xyoo 2026 nthuav dav kev pab them nqi rau cov khoom siv ntse thiab cov khoom siv hauv tsheb, txhawb kev tswj hwm kev ua qias tuaj thaum lub sijhawm rhuav tshem. Cov neeg xa khoom tawm yuav tsum nco ntsoov tias EU WEEE thiab RoHS cov lus qhia nruj dua.
Kev hloov kho cov nyiaj rov qab los ntawm se xa khoom mus rau lwm lub teb chaws (siv tau txij li lub Plaub Hlis 1)
Cov nyiaj rov qab them se rau cov khoom lag luam PV raug tshem tawm.
Cov nyiaj rov qab los ntawm roj teeb tau txo qis los ntawm 9% mus rau 6% (thaum kawg-2026) thiab tshem tawm hauv xyoo 2027.
IV. Cov Ntsiab Lus Tseem Ceeb
Tsis muaj zog ntawm cov neeg laus-cov txheej txheem chips→Koj cov motherboards thiab cov khoom siv hauv tsev tau txais kev xa khoom ntau dua-kev ruaj khov ntawm cov saw hlau, qhov tseem ceeb ntawm kev muag khoom.
Brazil lub luag haujlwm-qhov rais pub dawb→Ua kom kev lag luam South America sai dua, tsom mus rau cov khoom siv hluav taws xob rau TVs thiab tshuab ntxhua khaub ncaws.
Qhov rai Canton Fair→Txuas nrog cov neeg yuav khoom thoob ntiaj teb, qhia txog cov neeg laus-kev txhawb nqa cov txheej txheem, kev xa khoom ruaj khov, thiab daim ntawv pov thawj thoob ntiaj teb (CE / UL).
Lub sijhawm tshaj tawm: Plaub Hlis-08-2026
