1 、 Kev Lag Luam OverviewConnector feem ntau yog hais txog cov khoom siv hluav taws xob uas txuas tus neeg xyuas pib (hlau) nrog cov khoom tsim nyog mating los qhib thiab tawm tam sim no lossis teeb liab.Nws yog dav siv nyob rau hauv aerospace, kev sib txuas lus thiab cov ntaub ntawv kis tau tus mob, tshiab zog tsheb, rail transit, neeg siv khoom electronics, kho mob thiab lwm yam teb.

2 、 Upstream thiab downstream industrial saw

nce toj

Cov khoom siv raw ntawm cov khoom sib txuas yog cov hlau tsis muaj hlau, cov hlau tsis tshua muaj nqi, cov ntaub ntawv yas thiab lwm yam khoom siv.Tus nqi ntawm cov khoom siv raw suav txog li 30% ntawm tus nqi ntawm cov khoom sib txuas.Ntawm lawv, cov hlau tsis muaj hlau thiab cov hlau tsis tshua muaj txiaj ntsig suav nrog qhov loj tshaj plaws ntawm tus nqi ntawm cov khoom sib txuas, ua raws li cov khoom siv yas thiab lwm yam khoom siv.

nqes hav

Cov khoom sib txuas tau siv dav, feem ntau hauv tsheb (23%), kev sib txuas lus (21%), cov khoom siv hluav taws xob (15%) thiab kev lag luam (12%).Kev ua lag luam ntawm plaub daim ntawv thov teb tau tshaj 70%, ua raws li cov tub rog aviation (6%), thiab lwm yam xws li kev kho mob, kev ntsuas, kev lag luam thiab cov khoom siv hauv chaw ua haujlwm suav txog 16% ntawm tag nrho.Cov nyiaj tau los ntawm qib siab mus rau qis yog qib tub rog, qib kev lag luam thiab qib neeg siv khoom raws li, thaum kev sib tw hnyav Cov kev cai rau qib ntawm automation tsuas yog qhov sib txawv.

Rau cov tub rog cov khoom siv hluav taws xob, kev ntseeg siab thiab kev hloov pauv ib puag ncig yog muab qhov tseem ceeb tshaj plaws.Cov txheej txheem nyuaj yog qhov siab, qhov kev sib tw barrier yog siab, thiab cov khoom feem ntau yog customized thiab me me batch.Yog li ntawd, tus nqi yog siab, thiab tag nrho cov txiaj ntsig ntawm cov khoom kuj yog siab.Piv txwv li, tag nrho cov nyiaj tau los ntawm Aerospace hluav taws xob connectors yog ze rau 40%.

Cov khoom siv hluav taws xob hauv tsheb yog nruab nrab ntawm kev lag luam tub rog thiab cov neeg siv khoom siv hluav taws xob, thiab lawv cov txiaj ntsig tag nrho yog qis dua me ntsis hauv kev lag luam tub rog.Piv txwv li, tag nrho cov nyiaj tau los ntawm Yonggui hluav taws xob tsheb lag luam yog kwv yees li 30%.

Cov neeg siv khoom siv hluav taws xob muab qhov tseem ceeb tshaj plaws rau kev siv hluav taws xob, kev ua haujlwm thiab tus nqi, nrog kev sib tw txaus thiab tus nqi qis.Feem ntau hais lus, chav tsev tus nqi ntawm cov neeg siv khoom sib txuas yog tsawg dua 1 yuan, thiab cov nyiaj tau los tag nrho yog qhov qis dua.Piv txwv li, tag nrho cov nyiaj tau los ntawm Lixun precision yog li 20%.3, Kev lag luam qauv

Kev lag luam Connector yog ib qho kev lag luam tshwj xeeb thiab kev sib tw tag nrho.Tuam Tshoj yog qhov loj tshaj plaws connector Market nyob rau hauv lub ntiaj teb no, tab sis cov khoom yog feem ntau nruab nrab thiab qis-kawg, qhov kev faib ua feem ntawm high-end connectors yog kuj tsawg, thiab muaj concentration yog tsawg.

Tam sim no, cov tuam txhab koom nrog hauv kev sib tw hauv kev lag luam hauv tsev tuaj yeem muab faib ua plaub pawg: cov tuam txhab lag luam loj hauv Tebchaws Meskas, cov tuam txhab lag luam loj uas tau txais nyiaj los ntawm Nyiv thiab Taiwan, ob peb lub tuam txhab ua lag luam nrog cov lag luam ywj pheej hauv Suav teb, thiab ntau tus ntawm domestic me me thiab nruab nrab cov lag luam.