【行業亮點】不受疫情影響 這兩家PCB台資大廠營運吸睛
Date: 2020-08-03
News Type:
隨著科技業進入下半年傳統旺季，華通、金像電等PCB廠有望出現旺季效應。
據法人預估華通第2季財報有望優於預期，目前HDI／MSAP接單已滿載，宣告手機旺季來臨，下半年營運逐季成長，在稼動率滿載，良率持續精進下，華通下半年獲利維持成長動能可期。展望2021年，手機市場不受疫情干擾而自然成長，5G手機滲透率拉升，華通在重慶廠新產能開出下，將持續受惠5G手機主機板升級商機，NB成長動能及低軌道衛星題材，營運吸睛。
華通2019年營運明顯好轉、雖然2020年受到疫情影響，預估獲利仍能成長，且預期2021年全球5G手機占比增加，華通重慶二廠完工量產，獲利可望再創新高，投資人會給予較高的評價。
金像電日前公告自結6月單月淨利約2.37億元新臺幣，年成長達597%，第2季自結累計獲利已超過首季。展望後市，金像電先前曾表示，第3季營運有望維持高檔，主因NB應用熱度維持，又逢伺服器、網通需求提升。(新聞來源：經濟日報)
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