【行業亮點】慶生去年營運趨緩；今年暫以持平看待
Date: 2017-02-17
News Type:
印刷電路板廠商慶生去年營運趨緩。展望今年度，慶生主力供應工業電腦IPC/伺服器Server市場，今年此兩大市場較持平看待，而因目前未看到有新的適合小量生產新產品，故今年整體營運持平看待。而在生產部分，則未有擴產計畫，則以提高自動化程度為資本支出的重點。
以近期營運來看，去年12月因客戶盤點，客戶延到1月拉貨，再加上部分客戶趕在農曆年前也提早拉貨，故1月營收則月成長逾7成的水準，故2月營收則會下滑，但整體第一季要維持較去年同期成長則有難度。
以市況來說，從2015年到2016年第一季都感受到雲端相關的需求熱絡，但在一波高峰期後，自2016年第二季、第三季起需求陷入穀底，目前尚未看到有新的應用接上，故今年全年以保守看待。
由於慶生的應用市場主攻少量多樣，故市場上要有新應用產品開始少量或批量來生產，對慶生這樣生產規模的廠商才會有説明，一旦產品在市場上成熟需要大規模產能的量產，基本上就會轉到其它的PCB業者，所以市場上是否有新產品應用則會是慶生主要的業務拓展方向。慶生目前月產能達30萬呎，今年並沒有擴產的打算，而會將資本支出配置在提升自動化的工作。(新聞來源：MoneyDJ理財網-Focus News)
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