大陸有可能取消面板補貼嗎? - 股票
By Edith
at 2019-05-28T12:25
at 2019-05-28T12:25
Table of Contents
隨著中美貿易戰越演越烈
下一波要課稅的據說液晶電視也包含在內
眾所皆知大陸面板是靠著國家資助才不至於虧損
京東方 華星光 據說都是華為手機面板大盤供應商
華為被封鎖後代表這些面板廠營運也會受到衝擊
從去年就有消息傳出大陸要漸漸取消對面板補貼
這波中美貿易戰下 大陸資金緊缺會越來越多
而面板廠又是極度燒錢的存在
是否未來兩年內大陸的補貼就有機會取消了
如同去年太陽能補貼一樣 大陸說取消就取消
一旦取消補貼 台灣的面板廠 群創 友達
應該就會馬上起飛了
雖然群創近期股價破低 不過Q1群創帳上現金至少400億
三年內群創應該還是不會倒
如果真的稱到面板補貼結束那天
或許面板雙虎會重返20元以上榮耀
--
下一波要課稅的據說液晶電視也包含在內
眾所皆知大陸面板是靠著國家資助才不至於虧損
京東方 華星光 據說都是華為手機面板大盤供應商
華為被封鎖後代表這些面板廠營運也會受到衝擊
從去年就有消息傳出大陸要漸漸取消對面板補貼
這波中美貿易戰下 大陸資金緊缺會越來越多
而面板廠又是極度燒錢的存在
是否未來兩年內大陸的補貼就有機會取消了
如同去年太陽能補貼一樣 大陸說取消就取消
一旦取消補貼 台灣的面板廠 群創 友達
應該就會馬上起飛了
雖然群創近期股價破低 不過Q1群創帳上現金至少400億
三年內群創應該還是不會倒
如果真的稱到面板補貼結束那天
或許面板雙虎會重返20元以上榮耀
--
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