《熱門族群》國巨、華新科擁漲價題材 - 股票
By Belly
at 2020-03-18T21:30
at 2020-03-18T21:30
Table of Contents
1.原文連結:
https://tinyurl.com/r3fd6vv
2.原文內容:
【時報-台北電】儘管受新冠肺炎疫情影響,恐使被動元件需求下滑,不過,製造商陸續
調漲MLCC與晶片電阻價格,依然有利於營運表現,尤其價格走揚可望抵消出貨減少的效應
,且漲勢有機會延續至第三季旺季,指標廠國巨 (2327) 、華新科 (2492) 後市業績
仍不看淡。
投顧專家分析,近2~3年來日系廠商Murata、TDK、Taiyo Yuden等轉至車用工控市場,中
國手機市場的MLCC需求成為台系廠商的主力戰場,帶動今年消費型被動元件需求成長。
繼2018年被動元件產品單價大幅上漲之後,回顧2019年被動元件產業市況,首季MLCC與晶
片電阻產品單價季減30%,第二季單價季減15~20%,第三季單價季減10~15%,至第四
季價格跌幅已收斂至3~5%。
隨著市場期待,5G手機將使用更多的射頻元件,新增輕薄、集成功能多元複雜,因應支援
頻段增添多重輸入輸出(MIMO)功能,預計所需的被動元件用量會較4G手機提高20~30%
,而國巨、華新科等台系被動元件廠商有望受惠中國手機的可觀需求。(新聞來源:工商
時報─廖育偲/台北報導)
3.心得/評論:
這一波被動已經殺到底部了
下探空間應該不大
--
https://tinyurl.com/r3fd6vv
2.原文內容:
【時報-台北電】儘管受新冠肺炎疫情影響,恐使被動元件需求下滑,不過,製造商陸續
調漲MLCC與晶片電阻價格,依然有利於營運表現,尤其價格走揚可望抵消出貨減少的效應
,且漲勢有機會延續至第三季旺季,指標廠國巨 (2327) 、華新科 (2492) 後市業績
仍不看淡。
投顧專家分析,近2~3年來日系廠商Murata、TDK、Taiyo Yuden等轉至車用工控市場,中
國手機市場的MLCC需求成為台系廠商的主力戰場,帶動今年消費型被動元件需求成長。
繼2018年被動元件產品單價大幅上漲之後,回顧2019年被動元件產業市況,首季MLCC與晶
片電阻產品單價季減30%,第二季單價季減15~20%,第三季單價季減10~15%,至第四
季價格跌幅已收斂至3~5%。
隨著市場期待,5G手機將使用更多的射頻元件,新增輕薄、集成功能多元複雜,因應支援
頻段增添多重輸入輸出(MIMO)功能,預計所需的被動元件用量會較4G手機提高20~30%
,而國巨、華新科等台系被動元件廠商有望受惠中國手機的可觀需求。(新聞來源:工商
時報─廖育偲/台北報導)
3.心得/評論:
這一波被動已經殺到底部了
下探空間應該不大
--
Tags:
股票
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