日圓升值轉單台廠?軟板PCB族群可望受惠
Date: 2016-07-05
News Type:
日圓近期的升值讓不少公司成本負擔大增,不過,競爭同業較多日系廠商的PCB業者可望因此有轉單的利多效應,法人表示,日圓今年來已經升值7%,預期臺灣軟板廠台郡和嘉聯益受惠較大,台郡預期7月業績將出現明顯回溫,今年力拚連續兩年賺一個股本。
觀察在全球軟板產業市占率分別約20%、10%的日本大廠旗勝和藤倉,2008年第4季時受到日圓升值以及不景氣衝擊下都出現嚴重虧損;日商為臺灣軟板廠最大的競爭對手,在日圓升值不利於日本軟板廠下,臺灣的軟板業取得相對的競爭優勢。 (新聞來源:聯合晚報)
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