敬鵬Q2毛利率仍有壓力；Q3進入旺季回溫
Date: 2017-08-01
News Type:
敬鵬Q2毛利率仍有壓力；Q3進入旺季回溫
汽車板大廠敬鵬上半年受到匯率衝擊以及原物料成本上漲壓力，毛利率有較大的壓力，獲利也較去年同期衰退；展望第三季則進入傳統旺季，估營收可有個位數季增幅，銅箔原物料成本壓力也可望較為抒緩。
在產品面上，因敬鵬已是全球汽車板大廠，全球市占率為12%，除了大宗的中階板，在產品上也推向高階產品，尤其是臺灣廠，包括煞車、安全氣囊、傳動等相關汽車板，也是相對競爭對手較無法切入的安全領域的產品。
在新產能的部分，敬鵬目前主要增加產能的部分在於桃園以及子公司泰國廠Draco，桃園新廠在經過前二季的擴產後，今年則以去瓶頸的方式來擴充產能，幅度也不像之前大。(新聞來源：MoneyDJ理財網-Focus News)
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