Raws li kev lag luam kev hloov kho thev naus laus zis tsis tu ncua, kev nthuav dav ntawm cov ntawv thov hauv qab, thiab kev ua kom zoo ntawm cov toj roob hauv pes kev sib tw, cov peev txheej yav tom ntej feem ntau yog nyob rau hauv siab - kawg ntu ntu, cov lag luam ua lag luam, thiab cov txiaj ntsig txuas ntxiv. Txawm li cas los xij, cov tub ua lag luam tseem yuav tsum nco ntsoov txog cov kev pheej hmoo cuam tshuam; kev nqis peev cuam tshuam nrog kev pheej hmoo, thiab kev txiav txim siab yuav tsum tau ua kom ceev faj.
Cov cib fim hauv High-End Specialty Phenolic Resin Segments
- Semiconductor- qib phenolic resins: Cov khoom xws li PHS resins rau photoresists, tag nrho -series phenolic resins rau vaj huam sib luag- qib kev siv, thiab siab - purity phenolic resins rau kev ntim khoom siab heev yog nyob rau theem pib ntawm kev hloov pauv hauv tsev. Cov tuam txhab ua lag luam tau ua tiav cov khoom me me -batch, qhia tias muaj peev xwm loj hlob tuaj.
- Phenolic resins rau kev siv hluav taws xob tshiab: Spherical phenolic resins rau silicon -carbon anodes thiab porous carbon precursor phenolic resins rau cov khoom siv - lub xeev cov roj teeb tau nkag mus rau hauv cov khoom lag luam ntawm cov tuam txhab roj teeb loj. Kev thov thoob ntiaj teb tau kwv yees kom tshaj 50,000 tons los ntawm 2030, sawv cev rau kev lag luam nrog kev loj hlob muaj tseeb.
- Tshwj xeeb phenolic resins rau siab-kev tsim khoom kawg: Cov khoom lag luam xws li ablation-cov phenolic resins rau aerospace, impregnating resins rau loj dav hlau nres ncoo, thiab tshwj xeeb resins rau siab -ceev tsheb ciav hlau braking systems feature siab technical barriers thiab muab profit margins deb tshaj ntawm cov khoom grade{{3}
Kev nqis peev hauv kev lag luam-Cov Lag Luam Ua Lag Luam
- Cov thawj coj nrog tag nrho - kev sib koom ua ke ntawm cov saw hlau: Shengquan Group, tus thawj coj thoob ntiaj teb hauv phenolic resins, kuj tau nthuav dav rau hauv AI-txog cov khoom siv hluav taws xob thiab cov khoom siv anode rau kev siv hluav taws xob tshiab. Institutional forecasts project a net profit attributable to the mother company of RMB 1.45–1.65 billion rau 2026, qhia tau hais tias muaj zog khwv tau los loj hlob muaj peev xwm.
- Cov thawj coj uas muaj zog hauv cov khoom siv hluav taws xob: Tus kheej - tsim cov phenolic resins rau ze li 50% ntawm Red Avenue New Materials '(Tongcheng New Materials) cov nyiaj tau los. Lub tuam txhab yog ib txhij nthuav mus rau hauv photoresists thiab semiconductor cov ntaub ntawv; nws cov nyiaj tau los rau thawj peb lub hlis twg ntawm 2026 tau loj hlob los ntawm 22.51% xyoo-rau- xyoo, ua rau pom kev loj hlob tsis tu ncua.
- Cov thawj coj hauv cov niches tshwj xeeb: Xingye Shares muaj cov txiaj ntsig zoo hauv kev tshwj xeeb phenolic resins. Nws cov nyiaj tau los ntawm cov tuam txhab niam txiv tau nce los ntawm 144.41% xyoo-ntawm- xyoo nyob rau thawj peb lub hlis twg ntawm 2026, thiab cov txheej txheem kuaj cov qauv rau nws cov semiconductor photoresist phenolic resins tau zoo zuj zus, qhia txog qhov tseem ceeb rau kev loj hlob yav tom ntej.
