人民幣貶值對PCB產業有正面影響
Date: 2015-08-20
News Type:
在美即將升息，資金將回流下，人民幣及台幣雙雙續貶將成趨勢，人民幣貶值主因上半年整體大陸出口資料表現不佳，大陸藉由讓人民幣貶值，增加出口競爭力，人民幣大貶值，台幣跟進大貶，受惠族群以出口最主要，如出口導向電子業受惠最大，包括晶圓代工、NB代工、汽車零元件等，隨台幣貶值，整體發展有正向幫助。
人民幣大幅貶值，創2011年7月29日來近50個月新低水位，如和碩、寶成、台達電、F-貿聯等17檔人民幣重貶受惠概念股。據專業人士指出，電子產業多數均將製造中心設於大陸，可受惠人民幣貶值利多，NB/PC族群Q3在整體Win10上市，若配合貶值，Q3及Q4營運將較上季明顯成長，蘋概股中組裝、零元件廠房均設在大陸，本季蘋果新機將推出，相關族群可受惠,包含PCB產業，多家臺灣PCB廠約50％產能設大陸，當地成本以人民幣計價，雖部分營收系以人民幣為單位，但美元計價很常出現，人民幣貶值對獲利產生部分正面影響。 (新聞來源：時報資訊)
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