1: Qhov twg suav nrog qhov feem ntau ntawm cov nqi ntawm cov xim galvanized-coated coils?
Teb: Lub substrate raug nqi siab tshaj plaws, feem ntau suav nrog 60% mus rau 70% ntawm tag nrho cov nqi, thiab yog qhov tseem ceeb uas txiav txim siab tus nqi. Cov "substrate" ntawm no feem ntau yog kub-dip galvanized substrate (GI), thiab nws cov nqi ncaj qha los ntawm cov dej ntws los ntawm kub- dov coil (HRC) kev lag luam.
Ntxiv nrog rau cov substrate, cov nqi txheej yog kwv yees li 15% -25% ntawm tag nrho cov nqi, thiab qhov seem 10% -15% yog los ntawm kev ua, kev tsim khoom, kev thauj mus los, thiab cov txiaj ntsig.
2: Cov nqi zinc thiab cov khoom lag luam hlau cuam tshuam li cas rau tus nqi xim -coated coils?
A: Qhov cuam tshuam yog ncaj qha thiab tus nqi- taw qhia. Cov substrate tso nyiaj ntau dua 60% ntawm tag nrho cov nqi ntawm cov xim -coated coils, uas txhais tau hais tias txhua yam uas cuam tshuam rau tus nqi ntawm cov hlau thiab zinc raw cov ntaub ntawv yuav raug xa mus sai sai rau qhov kawg muag tus nqi ntawm cov xim -coated coils.
Nyob rau hauv 2025, tus nqi nruab nrab ntawm galvanized thiab xim -coated coils nyob rau hauv Shanghai lag luam yuav hloov downward tag nrho, precisely vim hais tias tus nqi sib hais haum ntawm cov upstream kub coil puag cov ntaub ntawv yog heev synchronized nrog tus nqi ntawm cov xim -coated ntawv. Nyob rau tib lub sijhawm, kev hloov kho tus nqi ntawm cov xim -coated daim hlau feem ntau yog hais txog kev txiav txim siab ntawm cov khoom siv hluav taws xob sab saud (xws li Baosteel). Piv txwv li, yog cov hlau mills nce tus ex- Hoobkas nqi ntawm substrates los yog xim-coated khoom, downstream nqi kuj yuav nce raws li.
3.Lub khw muag khoom thiab kev thov cuam tshuam li cas rau tus nqi xim -coated coils?
Teb: Qhov kev ua si ntawm kev ua lag luam thiab kev xav tau yog qhov kev lag luam ncaj qha tshaj plaws uas cuam tshuam rau tus nqi. Tam sim no, cov xim hauv tsev -coated board ua lag luam qhia ib tug qauv ntawm "tsis muaj zog domestic xav tau thiab muaj zog sab nraud xav tau", uas muaj ib tug complex ob- txoj kev cuam tshuam rau tus nqi.
Loose domestic mov: Hauv peb lub xyoos dhau los, kev tsim khoom hauv tsev tau poob qis ib xyoos ib zaug, los ntawm 26.75 lab tons hauv 2023 txog 22.79 lab tons hauv 2025. Txawm li cas los xij, tag nrho cov khoom lag luam tseem yog xoob, txwv tus nqi nce.
Kev ceev faj txog kev xav tau hauv qab: Kev yuav khoom hauv qab yog qhov tseem ceeb raws li qhov xav tau nruj, thiab kev thov hauv kev tsim kho thiab lwm yam kev lag luam tseem pheej yig, ua rau tsis muaj tag nrho cov kev nce qib hauv kev ua lag luam.
Kev txhawb nqa kev xa tawm: Thaum qhov kev thov hauv tsev tsis muaj zog, cov khoom xa tawm tseem nce ntxiv, nce los ntawm 6.38 lab tons rau 9.6 lab tons. Kev xav tau muaj zog export tau hloov pauv cov khoom siv hauv tsev mus rau qee qhov thiab txhawb nqa tus nqi.
4.How loj npaum li cas yog tus nqi sib txawv ntawm coatings thiab plating khoom nrog txawv specifications?
A: Muaj qhov sib txawv loj. Cov khoom sib txawv thiab kev ua yeeb yam ua tus nqi ntaiv ntawm cov xim -coated yob. Lub ntsiab influencing yam muaj xws li:
Influencing factors Qib/Specification Market reference price in 2026 (yuan/ton) Nqe lus piav qhia
Txheej hom Ordinary polyester txheej (PE) Txog 5200-5800 Tus nqi siab thiab kev siv dav
High- txheej txheej (xws li fluorocarbon PVDF) txog 6500-7800, muaj zog tiv thaiv huab cua thiab corrosion tsis kam, cov ntsiab lus siab, thiab tus nqi siab dua
Substrate yam Ordinary galvanized substrate (Z275) Hais txog 5200-5800 Feem ntau siv substrate hom, nqi hauv paus
Galvalume puag phaj (AZ150) txog 6500-7800. Qhov kev tiv thaiv corrosion zoo dua li cov ntshiab galvanized phaj, thiab tus nqi siab dua.
5.Txoj cai thiab macro-ib puag ncig cuam tshuam li cas rau tus nqi xim-coated coils?
Teb: Txoj cai thiab macro-ib puag ncig muaj kev cuam tshuam tsis ncaj tab sis cuam tshuam rau tus nqi los ntawm kev cuam tshuam cov nqi tsim khoom thiab kev cia siab ntawm kev lag luam.
Txoj cai tiv thaiv ib puag ncig: Ntau qhov kev tiv thaiv ib puag ncig nruj zuj zus yuam cov tuam txhab kom ua tiav kev hloov kho thev naus laus zis thiab hloov pauv ntsuab, uas ncaj qha nce nqi ntau lawm. Qee lub lag luam me nrog cov thev naus laus zis rov qab tau txawm tias raug tshem tawm, uas cuam tshuam rau kev lag luam khoom lag luam rau qee yam.
Txoj cai tswjfwm kev lag luam thoob ntiaj teb: Kev lag luam tariff barrier thiab geopolitical kev tsis sib haum xeeb yuav ncaj qha mus rau kev nce nqi ntawm cov khoom siv raw (xws li zinc thiab hlau), lossis cuam tshuam rau kev xa tawm cov xim tiav -coated coils, uas yuav raug xa mus rau cov nqi lag luam hauv tsev.
Macroeconomic thiab kev lag luam cov cai: Cov phiaj xwm txhawb kev lag luam lossis cov phiaj xwm loj - cov phiaj xwm loj yuav txhawb nqa kev thov ncaj qha, thaum kev tswj vaj tsev yuav txwv tsis pub kev thov. Nyob rau tib lub sijhawm, qhov siab -kawg thiab kev hloov kho kom zoo tau txhawb los ntawm kev lag luam cov cai tseem ua rau kev lag luam tig mus rau tus nqi siab- ntxiv cov khoom.