碟片廠無淨利率 Q2恐仍賠錢 - 股票

By Oscar
at 2018-06-20T12:46
at 2018-06-20T12:46
Table of Contents
https://udn.com/news/story/7253/3203030
2018-06-17 01:36經濟日報 記者 蕭君暉/台北報導
觀察錸德與中環獲利情況,碟片廠目前毛利率有提升,主要是受惠消費性光碟價格小幅調
漲,但仍沒有淨利率。法人預期,第2季恐仍是虧損狀態,何時能轉虧為盈,要看未來檔
案光碟需求是否爆發。
錸德去年毛利率轉正來到4.63%,優於前一年度的負0.68%;今年第1季合併毛利率跳升達9
.64%,優於去年同期的3.29%,近乎三倍成長,更創下21季以來新高;中環今年第1季毛利
率為負1.72%。
中環董事長翁明顯坦承,今年光碟片產業需求下滑約10%到20%,大陸、印度及台灣光碟片
廠陸續倒閉,供給減少幅度高過20%,導致消費性光碟片供不應求,價格每個月都小幅調
漲,接單看到今年底,目前毛利率已轉正,但還沒有淨利率,希望第4季有機會損益兩平
,若能成真,則2019年有機會重返獲利。
由於消費性光碟片價格仍低,毛利率不佳,碟片廠要轉型成功,要看毛利率較高的商用光
碟片市場需求,尤其是檔案光碟市場何時能起飛,將是未來帶動光碟片廠順利轉型的關鍵
因素。
--
2018-06-17 01:36經濟日報 記者 蕭君暉/台北報導
觀察錸德與中環獲利情況,碟片廠目前毛利率有提升,主要是受惠消費性光碟價格小幅調
漲,但仍沒有淨利率。法人預期,第2季恐仍是虧損狀態,何時能轉虧為盈,要看未來檔
案光碟需求是否爆發。
錸德去年毛利率轉正來到4.63%,優於前一年度的負0.68%;今年第1季合併毛利率跳升達9
.64%,優於去年同期的3.29%,近乎三倍成長,更創下21季以來新高;中環今年第1季毛利
率為負1.72%。
中環董事長翁明顯坦承,今年光碟片產業需求下滑約10%到20%,大陸、印度及台灣光碟片
廠陸續倒閉,供給減少幅度高過20%,導致消費性光碟片供不應求,價格每個月都小幅調
漲,接單看到今年底,目前毛利率已轉正,但還沒有淨利率,希望第4季有機會損益兩平
,若能成真,則2019年有機會重返獲利。
由於消費性光碟片價格仍低,毛利率不佳,碟片廠要轉型成功,要看毛利率較高的商用光
碟片市場需求,尤其是檔案光碟市場何時能起飛,將是未來帶動光碟片廠順利轉型的關鍵
因素。
--
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