熔噴布大利多 與口罩同步解禁每月多賺5億以上 - 股票

By Robert
at 2020-05-26T14:10
at 2020-05-26T14:10
Table of Contents
1.原文連結:
https://reurl.cc/V6nLGb
2.原文內容:
〔記者黃佩君/台北報導〕口罩6月1日解禁可內外銷,核心材料熔噴布也同步解禁。經濟部長沈榮津今天指出,熔噴布仍維持每天11噸定價、定量徵用,其餘也開放內外銷,價格由市場機制訂定,經濟部不會介入。而疫情後熔噴布已漲到每噸200萬台幣以上,徵用量由可供2000萬片的20噸下降到11噸後,預計廠商每天可有9到10噸以上釋出,每月估計可多賺5億以上台幣。
經濟今與口罩業者開會,沈榮津正式宣布口罩6月1號開放銷售,廠商依過去生產比例交足定額徵用量800萬片後,其餘可開放內外銷,對銷售價格不會有限制。依目前估計,初期廠商可供銷售量約為每日700萬片、每月2億片左右。
而對價格飛漲的口罩核心原料熔噴不織布,沈榮津也表示同步解禁。他指出,政府仍會每日穩定供應11噸熔噴布給口罩廠,但剩餘部分可交由廠商自行與原料商議價,簽訂B2B合約。據了解,11噸熔噴布可供給每日約1120萬片口罩產量,較目前800萬片徵用量約再多4成以供急需應變使用。
但之前熔噴布以每日2000萬片產量徵用,約為20噸左右,6月1日起徵用量下降至11噸,相當於廠商每天可有9到10噸以市價售出。
疫情後熔噴布價格上漲20到30倍,目前1噸國際市價已有200萬台幣以上,但過去廠商供應國家隊原料配合徵收,並未對外銷售。以開放銷售量計算,廠商每月估計可多賺5億以上台幣。
目前台灣最大熔噴布製造商為桃園敏成公司,之前也是協力供應口罩國家隊原料最力者,此外尚有恆大、康那香等公司。
3.心得/評論:
這兩天恆大開放各位上車
明天要跟敏成一起重啟漲勢了嗎?
熔噴布之前漲價 在國際市價1噸有兩百萬台幣
開放出口後應會有不少國家前來光顧
--
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