Following the price adjustment in January, the recent CCL industry ushered in the second wave of price hikes during the year. On February 18, several companies including Jianye, Shandong Jinbao Electronics and Zhejiang Yuanji New Materials jointly issued price increase notices.
Jianye price increase notice shows that due to the overall increase in copper price, oil price and transportation cost, Jianye laminate is forced to increase the price of FR-4, CEM-1/22F and other CCL products by 10 yuan/up, PP ( 150 meters) up 200 yuan / volume, VO / HB up 5 yuan / sheet. The reasons for the rise of Shandong Jinbao Electronics, Zhejiang Yuanji and other companies and the price increase are basically similar to those of Jianye.
The analysis believes that with the advent of the 5G commercial era and the rapid development of automotive electronics, PCB demand will continue to break out. CCL as the upstream of the PCB will continue to benefit from the promotion of 5G construction and domestic replacement and transfer of foreign production capacity. The price increase of CCL will help enterprises to pass on the pressure of rising costs. At the same time, the successive increase of quotation by leading companies is expected to drive the industry and the upstream and downstream industry chain to follow up, and related companies are expected to benefit.