【行業亮點】钜橡下月擬調漲高階產品價格 訂單能見度至5月
Date: 2021-03-10
News Type:
專業絕緣材料大廠钜橡企業PCB產業需求成長可期，帶動PCB擴廠動能持續，以期因應下半年消費性電子新產品生產時程，該公司表示，目前產線滿載，且因應供不應求，4月起高階產品價格調漲，訂單能見度至5月，隨著出貨貢獻營收首季可望淡季不淡。
钜橡深耕PCB制程墊材市占率高達9成，可望受惠PCB產業暢旺，加上多角化運營，維持公司營運穩健向上。受惠于5G商機啟動，5G換機潮可望於今年發酵，帶動全球智慧型手機銷售量成長，因應 5G世代訊號頻率傳輸，升級PCB材料、技術與制程，加上美系平板確定於上半年推出兩款新品，平板銷售優於預期，钜橡也跟著受惠。
钜橡2月合併營收0.97億元新臺幣，創歷史同期新高，年增率23％，累計1-2月合併營收2.19億元新臺幣，年增率27％，隨著美系新機銷售優於預期，下游PCB客戶受惠新機效應持續，推升2月及前2月合併營收雙成長。
钜橡2月合併營收年增23％，系受惠美系首款5G系列機種遞延上市，銷售優於預期，下游PCB客戶持續增加訂單，雖農曆春節假期工作天數減少，但仍創單月歷史同期新高。累計前2月合併營收2.19億元新臺幣，年增率27％，除5G手機銷售推動，居家辦公需求亦保持強勁，PC、NB、平板與穿戴式裝置銷售暢旺，推升公司墊板與電木板需求成長。(新聞來源：經濟日報)
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