國際銅價攀高點,金居6月擬漲2%
Date: 2014-05-28
News Type:
國際銅價過去一個月基期走高,在成本墊高,金居開發銅箔22日表示,6月銅箔報價擬上漲約2%。對於電子業傳統「五窮六絕」,金居認為下游印刷電路板(PCB)2014年景氣明顯轉旺,並不明顯看淡,5月、6月營收均與4月差不多。銅箔產業售價是根據倫敦金屬交易所(LME)每月20日前一個月週期的平均價格,再加上代工費,最近銅價上漲,尤其上週期銅更攀上11周高點,金居認為報價有機會調漲。金居指出,3月受國際銅價走跌衝擊,用戶端銅箔基板(CCL)、印刷電路板(PCB)廠當月拉貨觀望,導致營收明顯低於預期,需求及遞延的訂單反映在4月,當月出貨1,200噸銅箔,遠遠高於3月的800噸。金居強調,市場普遍認為2014年PCB景氣優於去年,公司2013年失火的二廠三分之一盎司(OZ)薄型銅箔生產線100%恢復,月底並試產新產品氧化銅粉,爭食高密度連接(HDI)電鍍制程商機,2013年同遭失火波及應用軟性印刷電路板(FPC)的生產線,則在第3季裝機投產。(來源:經濟日報)
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