Kulowa mu kotala lachiwiri la 2026,makampani apadziko lonse lapansi a zamagetsi ndi zamagetsiikukumana ndi mavuto osaneneka a mtengo. Kukwera kwa mitengo m'mafakitale onse, chifukwa cha kufunikira kwakukulu kwa mphamvu ya makompyuta ya AI komanso kukwera kwakukulu kwa mitengo yazinthu, kukufalikira mofulumira. Kukwera kwa mitengo kwakhala mgwirizano pakati pa makampani onse, kuyambira zigawo zazikulu mpaka zida zapakhomo ndi zamagetsi, zomwe zasintha kwambiri mawonekedwe amsika ndi zisankho za ogula.
1. Kupanikizika Kawiri Kochokera ku Zipangizo Zopangira & Ma Chips, Mitengo Yafika Pamwamba pa Zaka Zambiri
Kukwera kwa mitengo komwe kukuchitika pano kumachokera ku kugwedezeka kwa zinthu ziwiri.
Kumbali ya zopangira, mitengo ya zinthu zambiri monga mkuwa, aluminiyamu ndi mapulasitiki a ABS ikupitirira kukwera. Kuyambira kumayambiriro kwa Epulo, mtengo wa mkuwa unafika pa RMB 94,452 pa tani, kukwera ndi 18.2% chaka ndi chaka; aluminiyamu ya electrolytic inakwera ndi 13.5% chaka ndi chaka; mtengo wa pulasitiki wa ABS unakwera ndi 26.2% chaka ndi chaka. Mkuwa umapanga 25%-30% ya ndalama zopangira mpweya woziziritsa, zomwe zinawonjezera RMB 300 pa chipangizo chilichonse cha 1.5HP; mitengo ya firiji yakwera ndi 80% chaka chino chokha.
Kumbali ya chip ndi zida zamagetsi, mphamvu yopangira ma seva a AI yapangitsa kuti anthu ambiri asamavutike. Opanga malo osungira zinthu akuluakulu kuphatikiza Samsung ndi SK Hynix asintha 70%-80% ya mphamvu yawo yapamwamba kupita ku HBM (High Bandwidth Memory), zomwe zapangitsa kuti pakhale kuchepa kwa DRAM ndi NAND flash zomwe zimagwiritsidwa ntchito ndi ogula. Mitengo ya ma MCU ndi ma chip osungira zinthu zapakhomo yakwera ndi oposa 30% m'miyezi isanu ndi umodzi. Pa Epulo 3, Mitsubishi Gas Chemical yaku Japan yalengeza kukwera kwa mitengo ndi 30% pamzere wake wa zinthu zopangidwa ndi mkuwa (CCL), kutsatiridwa ndi opanga apamwamba akunyumba monga Kingboard ndi Nan Ya. Mitengo yapakati pamakampani a PCB ikuyembekezeka kukwera ndi zoposa 20%.
2. Makampani Opanga Zipangizo Zapakhomo Akutsogolera Pakusintha Mitengo, Mitengo Yogulitsa Ikukwera Kwambiri mu Epulo
Kupanikizika kwa mtengo kwafalikira mwachangu pamsika wogulitsa. Kuyambira pa 1 Epulo, makampani otsogola kuphatikiza Midea, Haier ndi TCL adakweza mitengo yogulira: ma air conditioner adakwera ndi 5%-8% (RMB 100-150 pa unit); zida za kukhitchini zidakwera ndi 10%-20%; zinthu zoyera ndi zida zazing'ono zapakhomo zidakwera ndi 3%-5%; mitundu ina yapamwamba idawona kuwonjezeka kwa 30%.
Kusintha kwa mitengo kumeneku kukufunanso kubwezeretsa phindu la makampani, lomwe lakhala likuvutitsidwa ndi nkhondo zamitengo zomwe zatenga nthawi yayitali. Kuphatikiza pa kusintha kwa mfundo za 2026 za thandizo losinthira zida zapakhomo kuchokera ku chithandizo chathunthu kupita ku makuponi a nthawi yochepa, chiŵerengero cha thandizo chatsika kufika pa 15%, zomwe zalola kuti mitengo ibwerere pang'onopang'ono ku miyezo ya msika. Akatswiri amakampani akulosera kuti pamene zinthu zotsika mtengo zikutha, ogula adzamva kukwera kwa mitengo koonekeratu pambuyo pa Meyi.
3. Kukula kwa Mphamvu ya PCB & Semiconductor Kumafulumira, koma Kusowa kwa Mphamvu Kwakanthawi kochepa Kumapitirirabe
Poyang'anizana ndi kufunikira kwakukulu, unyolo wa mafakitale ukufulumizitsa kukulitsa mphamvu.SEMICON China 2026 shchifukwa makampani opaka ndi kuyesa monga Taiji Semiconductor ndi Tongfu Microelectronics adalengeza mapulani ochulukitsa mphamvu zopangira mu 2026; opanga ma PCB apamwamba akunyumba adayika ndalama zoposa RMB 40 biliyoni mu mphamvu zapamwamba.
Komabe, kukulitsa mphamvu kumafuna nthawi yochulukirapo. Zipangizo zopangira semiconductor zimatenga miyezi 18-24 kuti zipangidwe, ndipo nthawi yoperekera zida zapamwamba za PCB imatha kufika zaka ziwiri. TrendForce ikuneneratu kuti kusowa kwa zinthu kudzapitirira mu 2026, ndipo kukwera kwa mitengo kungapitirire mpaka theka loyamba la 2027. Kuphatikiza mafakitale kukukulirakulira: mabizinesi otsogola amalimbitsa malo awo kudzera muubwino waukulu komanso waukadaulo, pomwe opanga ang'onoang'ono ndi apakatikati akukumana ndi mavuto awiri kuchokera ku mitengo ndi maoda, zomwe zikufulumizitsa kuchotsedwa kwa msika.
4. Kupatsa Mphamvu AI Kumakhala Chinsinsi cha Kupambana, Kusintha Kwambiri Kumafulumira
Mavuto amabweretsanso mwayi. AWE 2026 yatsimikizira kuti zipangizo zapakhomo zoyendetsedwa ndi AI zakhala chitukuko chachikulu mumakampaniwa. Zipangizo zapakhomo zanzeru zokhala ndi mitundu yayikulu ya zilankhulo zasintha kuchoka pa "zipangizo zogwirira ntchito" kupita ku "zothandizira pa moyo", ndipo mitengo ya mayunitsi ikukwera ndi 30%-100% ndipo phindu lonse likukwera ndi maperesenti 5-10. Pa Marichi 31, TCL idasaina pangano ndi Sony kuti ikhazikitse mgwirizano wa bizinesi yake yosangalatsa kunyumba, ndikukulitsa kapangidwe kapamwamba komanso kapadziko lonse lapansi mu gawo la TV.
Nthawi yotumizira: Epulo-10-2026
