缺料效應面板報價估漲到6月 - 股票

By Puput
at 2021-05-09T16:43

Table of Contents

https://www.google.com.tw/amp/s/udn.com/news/amp/story/7240/5443813

面板市況因為終端銷售強勁、庫存仍在低水位，需求持續熱轉，加上本季缺料更嚴重，帶
動4月面板報價拉升，5、6月價格將持續上漲。法人預期，缺料情況今年下半年很難大幅
好轉，第3季應可維持不再惡化，第4季原料供應仍待觀察。

科技市調機構TrendForce研究副總邱宇彬指出，IC、T-CON等材料供應第2季變得更緊俏，
旭硝子（AGC）等玻璃基板廠因先前事故影響，玻璃供給短缺效應也在本季發酵，預期到
季底都很難改善；各種原料短缺造成面板實際產能減少，也成為面板報價持續強勢的後盾

友達總經理柯富仁先前指出，本季驅動IC等各類晶片、玻璃、偏光片、印刷電路板等零組
件供應都較第1季緊俏，部分零組件交期從四周拉長至八周。從產能供應角度來看，IC零
組件、面板、玻璃等擴增產能都有限，整體供不應求市況不容易改善。

群創表示，缺料問題難解，許多原料都遇到交期問題，背後主因剛性需求存在，對產業鏈
來說是相當健康且獲利的。

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Tags: 股票

All Comments

By Mary
at 2021-05-13T23:03

已

By Rosalind
at 2021-05-17T08:28

99包子

By Belly
at 2021-05-17T10:54

要套幾年

By Queena
at 2021-05-19T07:23

AUOQQ

By Agatha
at 2021-05-22T13:08

應

By Kelly
at 2021-05-23T08:12

AUOQQ

By Kelly
at 2021-05-27T22:51

已返光

By Bethany
at 2021-06-01T12:14

誰來救救包子

By Una
at 2021-06-01T14:41

殺幾根後沒鬼故事了？

By Barb Cronin
at 2021-06-02T14:30

那七月呢？

By Lydia
at 2021-06-04T03:23

要出貨了

By Quanna
at 2021-06-06T15:51

完了

By Quanna
at 2021-06-09T22:52

漲到六月而已？抓最後一員....

By Rosalind
at 2021-06-10T12:45

算什麼這樣看起來要漲了

By Damian
at 2021-06-13T11:41

七月就真的套到往生

By Lauren
at 2021-06-15T10:28

Ic 出貨量變這麼大還缺喔？被中國拉光嗎

By Lucy
at 2021-06-16T12:14

貪吃魚尾就等著留下來洗碗

By Skylar Davis
at 2021-06-17T01:26

出貨文

By Madame
at 2021-06-20T18:32

來點有力的鬼故事好嗎？

By Donna
at 2021-06-23T09:18

才到6月?

By Rachel
at 2021-06-27T09:04

這樣Q3又沒缺料又是旺季利空變利多吧?

By Tom
at 2021-06-29T10:54

今年有東澳；明年有世界杯，應該都會提前拉貨

By Kama
at 2021-06-29T12:06

那六月之後呢？

By Olive
at 2021-07-02T01:18

7月之後呢

By Irma
at 2021-07-04T18:48

8月之後呢

By Catherine
at 2021-07-09T16:19

六月後就供過於求？

By Ina
at 2021-07-13T23:06

99彩晶

By Blanche
at 2021-07-18T15:10

從35往下噴到25，爛爆了

By Edwina
at 2021-07-22T10:40

會漲到明年難道還要公告讓大家上車?

By Blanche
at 2021-07-26T18:36

海運卡一整年表示......

By Kyle
at 2021-07-28T11:08

99彩晶

By Iris
at 2021-07-30T07:11

可以開始出貨了

By Aaliyah
at 2021-08-02T23:26

蒸的丸子

By Joseph
at 2021-08-05T15:44

只到六月？明天跌停賣

By Hardy
at 2021-08-07T10:21

出貨文準備下探地心

By Hedwig
at 2021-08-08T20:44

還不抄底

By Ethan
at 2021-08-12T22:49

1.25*2*10 至少有25

By Sarah
at 2021-08-17T16:35

不漲但也沒說會跌xD

By Dorothy
at 2021-08-21T17:07

等我啊想上車了

By Elizabeth
at 2021-08-22T00:36

上禮拜不就殺缺料利空了

By Edward Lewis
at 2021-08-22T05:16

丸子

By Olivia
at 2021-08-26T17:04

沒用繼續跌出貨文都來了

By Selena
at 2021-08-28T14:26

沒水

By Edward Lewis
at 2021-08-31T12:28

面板缺貨幹麻賣股求現？？

By Frederica
at 2021-09-04T22:10

完了向下

By Ingrid
at 2021-09-08T01:15

99戀人

By Zora
at 2021-09-10T09:47

996116 QQ

By Odelette
at 2021-09-12T06:08

已反映

By James
at 2021-09-14T03:08

99彩晶

By Anonymous
at 2021-09-14T13:47

我還想買啦

By Kelly
at 2021-09-18T08:08

才漲到六月丸子崩

By Catherine
at 2021-09-20T04:06

表示六月後.......

By Quintina
at 2021-09-22T22:04

明天沒漲停瑞信吃屎

By Harry
at 2021-09-26T03:48

所以六月之後是？？

By Mary
at 2021-09-30T01:17

只漲到6月.........？7月以後.........？
現在5月中了........................

By Yedda
at 2021-10-02T00:58

那前幾天外資在降三小評價

By Hardy
at 2021-10-02T11:10

已

By Margaret
at 2021-10-04T02:22

瑞信吃完貨就不嘴砲了ww

By Lydia
at 2021-10-04T17:39

才漲一天就出貨文

By Candice
at 2021-10-09T02:33

漲到六月，股市又提早反應，你說該怎麼做？

By Andrew
at 2021-10-11T09:44

丸子才漲到六月!!

By Callum
at 2021-10-13T16:46

還在洗？

By Ivy
at 2021-10-17T01:21

完了，只到六月

By Doris
at 2021-10-18T05:55

要出貨啦

By Genevieve
at 2021-10-20T02:17

吃完貨後就會釋放一些好消息傳出來

By Zenobia
at 2021-10-22T17:22

AUO:然後咧？有人理我1.25嗎QQ

By Doris
at 2021-10-24T23:25

丸子

By Enid
at 2021-10-29T07:06

出貨

By Iris
at 2021-10-31T19:45

丸子

By Eartha
at 2021-11-02T16:41

這真下真的變丸子了

By William
at 2021-11-04T19:17

慘了

By Irma
at 2021-11-06T05:49

才到六月

By Rachel
at 2021-11-10T06:43

抓最後一個

By Tom
at 2021-11-15T02:18

來啦

By Elma
at 2021-11-16T01:12

挖不是阿才反彈一根而已就要出貨了
真的要把面板打死？

By Dinah
at 2021-11-19T15:47

幫上禮拜五追漲停的QQ

By Erin
at 2021-11-20T09:56

五窮六絕七

By Elvira
at 2021-11-21T09:43

大大的丸子！！

By Connor
at 2021-11-25T23:02

丸子

By Caitlin
at 2021-11-27T11:47

抄底完畢，準備拉高沖掉

By Tracy
at 2021-11-30T20:05

法人分析都給你們講就好

By Tracy
at 2021-12-02T04:31

丸了，現在五月只能看到六月

By Hardy
at 2021-12-04T06:35

穩了

By Ethan
at 2021-12-08T09:01

面板bye

By Queena
at 2021-12-12T04:23

99恐怖戀人

By Mary
at 2021-12-15T10:51

股版可以罵髒話嗎？

By Agnes
at 2021-12-15T15:35

只到6月這種新聞出來，大概繼續下去了

By Rosalind
at 2021-12-18T07:25

週五紅字確定死貓跳無誤

By Charlotte
at 2021-12-20T09:01

套十年

By Leila
at 2021-12-21T13:34

吃貨？瑞信不是週五賣超？

By Kelly
at 2021-12-23T01:08

只到六月，下去

By Leila
at 2021-12-25T19:06

丸子！蒸的丸子！

By Hamiltion
at 2021-12-27T17:48

拉高出貨，蒸丸

By Charlie
at 2021-12-29T04:18

99彩晶QmQ

By Wallis
at 2021-12-29T07:50

99....

By Tom
at 2021-12-30T19:51

那這樣股價不就提早反應了ＱＱ

By Isla
at 2022-01-04T03:51

只到六月那還不快跑

By Charlie
at 2022-01-06T11:01

瑞信就做空啊，傻傻地

By Olga
at 2022-01-11T02:37

乾留言怎一堆87～你們就繼續出貨

By Aaliyah
at 2022-01-14T04:32

現在記者的中文水準真的太差，連標題都胡亂下，依
內文看來，應該是面板報價「6月續漲」，卻硬錯寫成
「漲到6月」

By Yuri
at 2022-01-15T22:45

這種ㄎㄚ還是財經記者，真是醉了

By Mia
at 2022-01-20T03:58

套起來各位

By Carolina Franco
at 2022-01-23T04:43

看大家都看衰我就放心了

By Kristin
at 2022-01-28T03:35

漲到六月不等於只到六月....但未看先猜跌停

By Ivy
at 2022-01-31T05:36

跌四趴而已別怕別怕

缺料效應面板報價估漲到6月 - 股票

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缺料效應面板報價估漲到6月 - 股票