印度巨資蓋面板廠 雙虎備戰 - 股票
By James
at 2021-06-02T10:22
at 2021-06-02T10:22
Table of Contents
原文標題:印度巨資蓋面板廠 雙虎備戰
(請勿刪減原文標題)
原文連結:https://money.udn.com/money/story/5612/5501909
(請善用縮網址工具)
發布時間:2021-06-02 01:18經濟日報 記者康陳剛/台北報導
(請以原文網頁/報紙之發布時間為準)
原文內容:
印度政府將投入200億美元(約新台幣5,600億元)打造當地LCD面板供應鏈,是繼中國大
陸之後,再度有國家傾一國之力發展LCD產業,也是現階段全球最大政府LCD製造補貼。
市場關注,此舉是否會重演當年京東方及其他陸廠拿補貼大擴產的劇本,吹皺面板產業一
池春水,台灣面板雙虎友達(2409)、群創恐再承受供過於求壓力。
全球LCD市場正處於史上最長多頭期,截至5月,報價已連續13個月上揚。業界評估,200
億美元至少可建七、八座8.5代廠,這項大手筆顯示印度有意踏上大陸的補貼路線,而且
擴產力道比現在的陸廠更猛烈,一旦落實,勢必使生產量大幅增加,重創市場秩序。
印度當地媒體報導,印度國防部長薩哈尼(Ajay Prakash Sawhney)近期在線上會議透露
,政府將支持三至四個大型LCD面板投資案,總預算達200億美元,預期在六個月內根據當
地及海外投資者的合作備忘錄(MOU)制定相關投資激勵計劃。
目前印度政府鎖定要投入供應手機面板的六代線,以及供應電視面板的8.5代線。
印度手機與電子協會(ICEA)數據顯示,印度2020年對LCD面板的需求產值已達54億美元
,到2025年可能成長二倍以上、達到189億美元。
印度已是全球第二大手機市場,一年銷量近1.5億支,電視則有機會發展到2,000萬台左右
的市場量體,約是大陸的一半,廣大消費市場是吸引業者前往投資的最大拉力。
目前檯面上還沒出現確定進駐印度的面板業者,但三星顯示(SDC)在印度的第一家手機
面板模組廠已於第2季投產,業界關注是否會加大投資。
此外,鴻海集團旗下夏普因集團在印度已有手機代工廠,市場推測也有機會配合集團策略
到印度設廠。
不僅印度要砸大錢蓋LCD廠,大陸面板廠也有積極的規劃,京東方、華星光電、惠科等指
標業者已計劃在大陸既有廠區擴產,大陸官方也正在鼓勵面板上游材料國產化,此刻轉往
印度設廠的機會較小。
市調機構Omdia預估,將未來三年大陸境內新增面板產能加總起來,等同於一條月產能達
15.5萬片的10.5代廠,以及月產能17萬片的8.6代廠,大陸、印度同時推動擴產,將為面
板市場帶來更多變數。
雙虎昨(1)日股價開高走低、尾盤疲軟,友達收25.7元,下跌0.15元、跌幅0.58%;群創
收24.1元,下跌0.25元、跌幅1.03%。
心得/評論:
面板下去
挖 沒了中國
來的印度
這下子 大家一起死 感動 雖然我之前有買
虧了3萬 還好 先去玩別的好了XD
--
__________________________________________
p幣永恆好
只是沒多少
__________________________________________
--
(請勿刪減原文標題)
原文連結:https://money.udn.com/money/story/5612/5501909
(請善用縮網址工具)
發布時間:2021-06-02 01:18經濟日報 記者康陳剛/台北報導
(請以原文網頁/報紙之發布時間為準)
原文內容:
印度政府將投入200億美元(約新台幣5,600億元)打造當地LCD面板供應鏈,是繼中國大
陸之後,再度有國家傾一國之力發展LCD產業,也是現階段全球最大政府LCD製造補貼。
市場關注,此舉是否會重演當年京東方及其他陸廠拿補貼大擴產的劇本,吹皺面板產業一
池春水,台灣面板雙虎友達(2409)、群創恐再承受供過於求壓力。
全球LCD市場正處於史上最長多頭期,截至5月,報價已連續13個月上揚。業界評估,200
億美元至少可建七、八座8.5代廠,這項大手筆顯示印度有意踏上大陸的補貼路線,而且
擴產力道比現在的陸廠更猛烈,一旦落實,勢必使生產量大幅增加,重創市場秩序。
印度當地媒體報導,印度國防部長薩哈尼(Ajay Prakash Sawhney)近期在線上會議透露
,政府將支持三至四個大型LCD面板投資案,總預算達200億美元,預期在六個月內根據當
地及海外投資者的合作備忘錄(MOU)制定相關投資激勵計劃。
目前印度政府鎖定要投入供應手機面板的六代線,以及供應電視面板的8.5代線。
印度手機與電子協會(ICEA)數據顯示,印度2020年對LCD面板的需求產值已達54億美元
,到2025年可能成長二倍以上、達到189億美元。
印度已是全球第二大手機市場,一年銷量近1.5億支,電視則有機會發展到2,000萬台左右
的市場量體,約是大陸的一半,廣大消費市場是吸引業者前往投資的最大拉力。
目前檯面上還沒出現確定進駐印度的面板業者,但三星顯示(SDC)在印度的第一家手機
面板模組廠已於第2季投產,業界關注是否會加大投資。
此外,鴻海集團旗下夏普因集團在印度已有手機代工廠,市場推測也有機會配合集團策略
到印度設廠。
不僅印度要砸大錢蓋LCD廠,大陸面板廠也有積極的規劃,京東方、華星光電、惠科等指
標業者已計劃在大陸既有廠區擴產,大陸官方也正在鼓勵面板上游材料國產化,此刻轉往
印度設廠的機會較小。
市調機構Omdia預估,將未來三年大陸境內新增面板產能加總起來,等同於一條月產能達
15.5萬片的10.5代廠,以及月產能17萬片的8.6代廠,大陸、印度同時推動擴產,將為面
板市場帶來更多變數。
雙虎昨(1)日股價開高走低、尾盤疲軟,友達收25.7元,下跌0.15元、跌幅0.58%;群創
收24.1元,下跌0.25元、跌幅1.03%。
心得/評論:
面板下去
挖 沒了中國
來的印度
這下子 大家一起死 感動 雖然我之前有買
虧了3萬 還好 先去玩別的好了XD
--
__________________________________________
p幣永恆好
只是沒多少
__________________________________________
--
Tags:
股票
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