In recent years, the state and local environmental policy intensive stage, in 2017 the government one of nine big task is to capacity under the background of reform on the supply side, focus on the "battle" the blue sky, green has risen to national strategy, and will last for ten years, decades, become the norm in national development strategy...
As is known to all, although not led display manufacturing key environmental protection management industry, but there are still many on the whole industry chain link is affected by the environmental protection policy, with the deepening of the recent environmental governance, especially companies that need a lot of "hardware" such as raw materials, such as PCB plank industry upstream is big because of the shortage of copper foil and other raw materials prices, the affected. It is understood that many PCB plate suppliers in the industry have been in the raw materials (copper foil, glass cloth and so on) and environmental protection under the pressure of production, and even the risk of closure. It is understood that the current sheet industry upstream suppliers is given priority to with some orders and the old customers, mostly temporary cannot develop new customers, even some old customers of the new order also need to consider...
In recent days, for downstream manufacturers, the price of the upstream PCB board is simply "not a little guarded, so it goes up and up... "The price hike in early September has yet to come back, and now it is:
Environmental pressure intensified, supply-side reform deepened
The price of raw materials has been doubled as the core reason for the round of price fluctuations, which is the supply side rather than the demand side.
In recent years, the new technology, the upgrading of products, such as small spacing requirements as well as further development under the stimulus of terminal market, the led display market demand began to recover, at the same time as the expanding the overseas market, in 2017 led display terminal market demand gradually increase. However, the supply of raw materials in the upper reaches has been atrophied. On the one hand, the production capacity has been contracting actively, from the supply-side structural reform starting in 15 years, with the administrative means to the production capacity. On the other hand is China's special strengthen the pressure of environmental protection, further contracting the capacity of the supply side, the industry from the steel coal spread to most of the upstream industry of manufacturing, in the electronic manufacturing large forces led display industry is also affected.
Capacity of contraction, affected by the environmental protection supervision, a lot of electronic components (including small PCB board manufacturer) mostly production improvement, market concentration degree of ascension, premium ability enhancement, makes the change of supply side brought round the upstream raw material prices. We need to clear that supply-side reform is still a medium - and long-term trend. Environmental pressure has not weakened, but has increased. The next step is to put forward more stringent policies on environmental protection, which can be expected. After the 19th year, we still have high political altitude.
Overtaking? The middle and lower screen companies should be able to cope
In environmental protection pressure, small and medium-sized screen enterprises face the pressure is very big, do you want to achieve environmental protection standard, it is necessary to invest a lot of money, which no doubt increased the cost of pressure, and itself is a lot of small and medium-sized screen enterprise capital chain is not very abundant, facing the current heated market competition situation, short time back to this must be impossible, so small and medium-sized screen companies and should be how to do?
Most small and medium-sized panel companies without the brand advantage, procurement also does not have scale advantage, even a lot of small and medium-sized panel companies in such aspects as professional comprehensive technical services is also insufficient, but this does not mean that small and medium-sized panel prices will be destroyed. As long as our objective to recognize the market rules and explore the future of the industry, or completely is a corner overtaking new opportunities, such as the industry there are some small and medium-sized panel companies out of your way: for example, the firm characteristic: walk niche, do fine, tip; Legs: cooperate with large enterprises to complement each other; Of course, you can also optimize your cooperation mechanism, establish in-depth cooperation with upstream suppliers, etc.
The ice has been broken, the road has been pointed out, the wave forward, the spiral rise must be every industry trend! Similarly, small and medium-sized enterprises in the industry, as long as the adjustment of the mindset, there is a kind of cooperation and win-win concept, the road ahead must be more and more broad!