友達：訂單看到下季 - 股票

By Andy
at 2021-04-24T09:04

Table of Contents

原文標題：友達：訂單看到下季

原文連結：https://reurl.cc/jqE1yZ

發布時間：2021-04-24 01:07

原文內容：友達（2409）總經理柯富仁、明基材總經理劉家瑞昨日表示，現今面板產業是
需求大於供給，對面板、偏光板材料等，訂單都已看到第3季。
柯富仁說，面板現在庫存低，產業很健康，整體的訂單能見度直到第3季，各尺寸面板幾
乎都不夠賣，32吋及42吋等中型尺寸更是漲價了幾十趴，提升長期業績貢獻效益。
面對供應鏈產能緊俏的問題，他指出，友達有長年的全球供應鏈管理能力、經驗及優勢，
有信心跟全球的上下游供應鍵業者攜手因應，並開發新產品推向市場，並有新的場域可應
用。
劉家瑞強調，偏光板跟著面板產業走，面板現今處於榮景，材料供應端的偏光板也跟著受
惠。
劉家瑞說，材料很缺，現在正積極提升產能，生產線滿載已滿足客戶的需求。他說，到第
3季的接單均很樂觀，包括筆電、顯示器及液晶電視等全機種的偏光板需求都很強。
因應缺水問題，他強調，明基材採用低碳製造，2008至2021年用水量降低了85%。

心得/評論：友達特地強調缺水沒問題，看了ADR跟美股表現感覺下禮拜IC面板電子股感覺
都要噴了，還好上週三出清航運提早布局了，看了看報價以後中小尺寸的面板感覺毛利更
可觀。下禮拜面板連漲沒問題！

--

Tags: 股票

All Comments

By Una
at 2021-04-26T19:26

才到下季，糕

By Mary
at 2021-04-29T04:33

才下季....絆倒體都已經看到明後年去了

By Oliver
at 2021-04-29T16:58

才下季要大崩特崩了QQ

By Frederic
at 2021-05-02T04:07

丸子

By Carol
at 2021-05-03T07:30

才下季丸惹，我以為會到2050年

By Tristan Cohan
at 2021-05-08T06:57

一般訂單本來就提前一~二季下forecast....

By Agnes
at 2021-05-09T13:19

沒到2100根本利空開盤空就對了

By Skylar DavisLinda
at 2021-05-10T22:42

只有看到下季？先崩三根

By Barb Cronin
at 2021-05-10T23:44

越唱衰越噴

By Liam
at 2021-05-11T19:00

太誠實了學學國巨了嗎？

By Lily
at 2021-05-15T05:55

小兒：才看到Q3 倒

By Sandy
at 2021-05-19T15:13

下季然後？

By Olga
at 2021-05-19T21:35

翻譯：第三季不知道

By Charlie
at 2021-05-23T09:38

面板產業終究是看陸廠臉色的

By Frederic
at 2021-05-23T16:53

準備迎接跌停

By Frederica
at 2021-05-26T03:35

看到下季...不敢買了

By Aaliyah
at 2021-05-26T12:49

已反應

By Damian
at 2021-05-29T14:35

中鋼都看到半年後了，你才看到下季？

By Enid
at 2021-06-01T17:28

友達權證售已佈局好了

By Rebecca
at 2021-06-06T15:32

痾我禮拜一先減碼好了

By Elizabeth
at 2021-06-08T19:24

糕點

By Lydia
at 2021-06-10T23:07

出貨文

By Emily
at 2021-06-14T02:52

這老總根本不懂啊學學馬投顧好嗎？市場喜歡畫大餅

By Mary
at 2021-06-14T06:59

人走茶涼

By Zora
at 2021-06-14T18:24

讓我想到鈊象法說講了成長性溫和....然後就

By Andy
at 2021-06-15T17:05

已反應

By Olive
at 2021-06-16T02:40

半導體都看到年底了，也還沒漲回來

By Susan
at 2021-06-17T03:43

掰了

By Xanthe
at 2021-06-18T07:44

開始倒貨

By Rae
at 2021-06-19T12:20

噴到翻上看40

By Belly
at 2021-06-22T04:52

看到2023的沒漲看到下季的狂噴XD

By Regina
at 2021-06-27T02:17

死貓下去，空回6塊！

By Elma
at 2021-06-30T18:59

慘

By Joe
at 2021-07-02T19:57

看到要吃到啊

By Olga
at 2021-07-05T18:02

衝阿 40見

By Michael
at 2021-07-07T14:14

改買群創！

By Isabella
at 2021-07-10T00:18

abf:我看到2023年耶我怎麼這麼爛XD

By Hedwig
at 2021-07-14T01:20

群創轉職半導體耶？

By Irma
at 2021-07-16T23:16

友達就是太老實

By Dorothy
at 2021-07-19T16:44

只到下季，必死

By Tom
at 2021-07-24T06:17

出貨文

By Elma
at 2021-07-27T19:11

崩

By Frederic
at 2021-07-28T23:13

Q3Q4呢？

By Catherine
at 2021-07-31T12:24

又要噴

By Andy
at 2021-08-04T18:59

戀人一直很誠實啊XDDD

By Ursula
at 2021-08-06T22:33

收到等到下季在買

By Queena
at 2021-08-08T14:25

一下說看到年底，一下到下季？是被砍單歐，不是超

By Caitlin
at 2021-08-11T12:48

旺？

By Sarah
at 2021-08-14T14:41

只到下季？丸子蒸的丸子

By Yuri
at 2021-08-19T14:39

下季？七月嗎？

By Robert
at 2021-08-22T19:25

聯電都看到年底了

By Heather
at 2021-08-25T00:45

面板股從10塊以下，一路被酸到30塊，反指標無誤

By Tracy
at 2021-08-26T01:20

面板高點就今年Q2沒錯在車上的自己小心

By Rachel
at 2021-08-28T09:02

人家都看到年底你只有一季準備崩了

By Una
at 2021-08-31T01:47

航運不是看到第三季了嗎

By Agatha
at 2021-09-02T16:43

已反應給我回到6塊吧

By Tristan Cohan
at 2021-09-07T13:36

沒看到明年？給我下去

By Todd Johnson
at 2021-09-09T20:39

下季下井？

By Poppy
at 2021-09-11T21:32

記者標題XDDD

By Jacky
at 2021-09-15T18:12

只到下季，崩

By Gary
at 2021-09-17T18:50

只到下季喔那就要下去啦

By Dora
at 2021-09-21T18:01

做車車零件都排到q3了崩

By Rosalind
at 2021-09-22T06:50

還好沒說看不清楚

By Hedwig
at 2021-09-26T13:33

到底會不會講話

By Carolina Franco
at 2021-09-27T10:36

糕

By Ursula
at 2021-09-27T23:31

才下季？貨櫃都旺到Q3了

By Sarah
at 2021-09-28T13:17

看到9月,直接噴40元

By Edwina
at 2021-09-30T12:00

不錯少一些人上車棒新聞！！

By Steve
at 2021-10-04T13:38

蒸的丸子

By Hedda
at 2021-10-08T05:46

PTT又要反指標了XD

By Faithe
at 2021-10-12T05:38

慘這下戀人要被酸民酸到50塊了 QQ 賺爆

By Regina
at 2021-10-14T06:28

丸子

By Tristan Cohan
at 2021-10-15T03:33

已反應

By Aaliyah
at 2021-10-19T02:03

太老實看看人家中鋼只有五十也要吹到一百二

By Wallis
at 2021-10-23T01:38

才看到下季，太慘了吧，不是至少要看到2023嗎？

By Kelly
at 2021-10-24T14:42

人家都看明年你看下季跌爆

By Audriana
at 2021-10-27T09:45

週一就跳

By Ula
at 2021-10-31T19:46

星期一出光

By Xanthe
at 2021-11-05T12:26

夏季夏景

By Yedda
at 2021-11-07T11:40

蹲久講話大聲不起來

By Elizabeth
at 2021-11-08T14:06

訂單能見度到下季是已經進場的人早就預料的事
這兩季的EPS會是多少才是真正左右漲勢動能的關鍵

By Jessica
at 2021-11-09T18:02

都漲到10年後了只説下季
太可笑

By Jessica
at 2021-11-13T20:36

看到推文我就安心了

By Leila
at 2021-11-18T02:31

酸民真的是一路酸到30塊了真好笑

By Enid
at 2021-11-18T20:03

已反應

By Mary
at 2021-11-19T20:26

要崩了要說看不到隧道盡頭

By Andrew
at 2021-11-20T21:15

嘴巴一直酸，手一直下單？

By Susan
at 2021-11-21T15:45

成本10塊，一路被酸到30，歡迎繼續酸

By Delia
at 2021-11-24T12:33

反著做繼續歐印

By Leila
at 2021-11-26T21:58

先來兩根等撿便宜

By William
at 2021-12-01T19:34

別人都到明年了你還在下季慘了接單不順

By Edward Lewis
at 2021-12-02T08:19

轉聯電好了

By Sierra Rose
at 2021-12-02T21:40

這個總經理真不會聊天，要是我司董事長一定說訂單已
年後

By George
at 2021-12-06T00:25

加碼！

By Blanche
at 2021-12-07T19:49

這是要算利多呢還是利空啊

By Ula
at 2021-12-08T00:33

笑死，那下年吃土了

By Dora
at 2021-12-11T01:01

gg說半導體看到下一年

By Tristan Cohan
at 2021-12-11T05:18

樓下喊「已反應，景氣循環、股價30套30年」

By Victoria
at 2021-12-14T02:10

完了，只到下季-.-

By Olivia
at 2021-12-17T05:08

年初就說看到七月，現在還是啊？

By Jake
at 2021-12-21T10:52

才下季...

By Dora
at 2021-12-22T21:40

景氣循環股這麼快就一個循環了

By Anonymous
at 2021-12-24T23:36

只看到下季，別人都看到明年了

By Hedda
at 2021-12-29T18:54

我已經看到下世紀

By Noah
at 2021-12-29T23:30

漲價就到報到頂了，沒題材只能趴回去

By Audriana
at 2021-12-31T18:37

水喔騙票讚讚讚

By Blanche
at 2022-01-02T13:12

訂單才看到下季是慘訊吧.....

By Ida
at 2022-01-03T15:26

噴爆啦

By Elizabeth
at 2022-01-06T05:58

夭壽只到下季...

By Zenobia
at 2022-01-06T09:13

才下季...

By Emma
at 2022-01-06T23:36

晶圓都book到2023了

By Oscar
at 2022-01-08T22:37

好像真的算弱 XD

By Lucy
at 2022-01-12T03:11

推文有夠好笑

By Madame
at 2022-01-14T13:17

崩

By Puput
at 2022-01-15T21:27

才下季

By Agnes
at 2022-01-17T11:11

ic都看到明年了

By Ethan
at 2022-01-20T06:30

翻譯：至少還可以漲一季

By Hedy
at 2022-01-20T14:39

下紀，下個世紀

By Enid
at 2022-01-23T15:28

只看到下季也拿出來嘴...

By Jessica
at 2022-01-24T14:20

一堆是不是想上車

By Odelette
at 2022-01-29T13:20

怎麼覺得推文都在低調.....其實都在等星期一要擼貓

By Ingrid
at 2022-01-30T12:34

比overbooking的喊法好多了

By Carol
at 2022-02-04T00:19

所以第四季沒了？

By Christine
at 2022-02-08T18:10

關鍵還是Q1 EPS多少~

友達：訂單看到下季 - 股票

All Comments

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