國巨調漲價格 傳華新科也將跟進 - 股票

By Leila
at 2020-02-14T12:48
at 2020-02-14T12:48
Table of Contents
1.原文連結:
https://www.chinatimes.com/realtimenews/20200214001902-260410
2.原文內容:
國巨(2327)調漲電阻、電容價格之後,另一家廠商華新科(2492)雖表示沒有漲價空間,不過下游廠商傳出也獲華新科漲價通知,包含EMS廠、板廠均已獲知。
不過華新科並沒有押出漲幅,市場判斷華新科漲價的時間點有可能針對第二季的合約價,相較於國巨最快在3月1日生效新價格,落後調價的時間並沒有差太多。
根據華新科年報數字,截至2017年底為止,MLCC月產能約360億顆,依照華新科擴產20%說法,推估設備產能約在430億顆;晶片電阻月產能達380億顆,推算華新科MLCC產能約當國巨7成,晶片電阻產能約當國巨3成。
上一波被動元件產業景氣高檔,華新科針對EMS廠的調價落後國巨一季,漲幅也沒有太小,造就華新科當年度每股盈餘高達40.7元,這一波華新科雖表態不漲價,但是下游EMS廠、板廠均指華新科早已通知調漲價格,只是沒有正式開出漲幅,以及調價時間點,但對華新科開漲也有心理準備。
3.心得/評論:
散戶持股減少
大戶持股增加
外資持續加碼
被動炒這波到底是真是假
讓我們繼續看下去
-----
Sent from JPTT on my Xiaomi MI 8.
--
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股票
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