目前以鋁電解電容為主、同時加速布局薄膜電容和超級電容共三大產線。布局汽車電子,在生產和銷售上產生協同效應,目前已向光伏、逆變器、新能源車等行業公司供貨。
At present, aluminum electrolytic capacitor is the main product line, while accelerating the layout of thin film capacitor and super capacitor. At present, it has supplied photovoltaic, inverter, new energy vehicle and other industry companies.
5G加快建設在小型液態、固態、疊成電容器、5G通訊用高性能鋁電解電容器、超級電容器和車載電容器等方面技改擴產、重點布局,未來有望迎來高增長。
5g will speed up the construction of small liquid, solid, stacked capacitors, 5g high-performance aluminum electrolytic capacitors for communication, supercapacitors and vehicle capacitors, etc., and expand production and focus on layout, which is expected to usher in high growth in the future.
電容器需求呈現持續上升態,2019年末焊針式電容器月出貨量首次突破1200萬只。電容器業務,擁有了海外研發、制造基地和優質的銷售渠道。鋁電容核心材料化成箔的自給率達70%,性能國內先進,當前以自給為主,外銷逐年提高。
The demand for capacitors is on the rise, and the monthly output of soldered pin capacitors has exceeded 12 million by the end of 2019 for the first time. Capacitor business, with overseas R & D, manufacturing base and high-quality sales channels. The self-sufficiency rate of aluminum capacitor core material into foil is up to 70%, and the performance is advanced in China. At present, self-sufficiency is the main factor, and the export is increasing year by year.
規劃液態電容器、固態電容器、固態疊層高分子電容器(MLPC)三大產品,縮短了薄膜電容器項目建設周期,同時豐富了產品線,打造符合國際汽車工業標準的薄膜及電解電容器合資企業,在生產和銷售上產生協同效應,目前已向光伏、逆變器、新能源車等行業公司供貨。
Three major products of liquid capacitor, solid-state capacitor and solid-state laminated polymer capacitor (MLPC) are planned to shorten the construction period of thin-film capacitor project, enrich the product line, and create a film and electrolytic capacitor joint venture conforming to international automobile industry standards, which has a synergistic effect in production and sales. At present, it has applied to photovoltaic, inverter, new energy vehicle and other industry companies supply commodity.
超級電容市場增長迅速,預計2020年中國超級電容規模將達到146 億元,我國超級電容最重要的應用場景為交通運輸領域。聚焦薄膜電容新能源市場,擴產小型電容推進橫向品類擴張,薄膜電容、超級電容突破可期。
The market of supercapacitors is growing rapidly. It is estimated that the scale of supercapacitors in China will reach 14.6 billion yuan in 2020. The most important application scenario of supercapacitors in China is transportation. Focus on the new energy market of thin film capacitors, expand the production of small capacitors, promote the horizontal category expansion, and make breakthroughs in thin film capacitors and super capacitors.