被動元件Q3再傳跌價 電阻砍價逾二成 - 股票
By Agatha
at 2020-07-28T13:58
at 2020-07-28T13:58
Table of Contents
1.原文連結:
https://news.cnyes.com/news/id/4509101?exp=a
2.原文內容:
被動元件Q3再傳跌價 電阻砍價逾二成
鉅亨網記者彭昱文 台北2020/07/28 13:06
被動元件第三季進入傳統旺季,不過,市場傳出,在供給逐步提升,但需求未見特別強勁
下,被動元件價格出現調整,其中,晶片電阻價格修正幅度達 20-25%,不利國巨
(2327-TW)、華新科 (2492-TW) 等下半年營運。
回顧第二季,被動元件因為疫情影響,復工後開工稼動率較低、人工成本上漲,加上下游
同步復工,急需料件,在供需、成本等因素下,被動元件第二季價格急漲,部分用量較大
的常規型產品,或是特規品漲幅更是達 5-6 成。
進入第三季,雖然是傳統旺季,但今年因為疫情影響,部分需求在第二季提前拉貨,第三
季旺季需求放緩,加上供給逐漸回升,被動元件報價上漲力道放緩,甚至部分產品在供需
吃緊狀況舒緩、下游庫存水位逐漸回升,價格出現漲多拉回的回落情況。
國內指標業者如國巨、華新科等一向都不評論市場傳言以及價格、尊重供需制價的機制,
不過,依照近期兩家公司高層公開對第三季的看法,普遍認為能見度偏低,展望均較為審
慎。
不過,雖然價格陷入修正,但據了解,業者內部成品庫存天數距離正常水準,還有一段距
離,短期仍不至於出現供需反轉的情況,但第四季將進入年底盤點淡季,是否會有新一波
價格修正,也有待觀察。
3.心得/評論:
國巨今天大跌五趴多
被動元件專家開示:七月被動 不得不動!
往上 往下?
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