俄烏戰火延燒 推升國際原物料上漲
Date: 2022-03-16
News Type:
俄烏交戰持續延燒，致使俄羅斯受到國際制裁，而俄羅斯是全球主要原物料的出口國，出口商品包括天然氣、原油、小麥、鋁和鈀金，國際市場擔憂制裁將中斷商品供給，促使交易員和進口商瘋狂搶進，帶動原物料價格狂飆。
截至目前(3/7)美國西德州原油價格，報每桶125.0美元；北海布蘭特原油價格，報每桶130.3美元。兩者原油價格自今年以來已分別狂飆將近66.2％與67.6％，雙雙寫下自2008金融海嘯以來的新高價格。而銅雖不是制裁商品，但在恐慌氛圍下，國際銅價再衝破萬元，報每噸10,702美元。隨著戰期拉長，國際原物料價格有極大機率再攀高。
儘管台灣電路板廠商並無在俄羅斯與烏克蘭設廠，且兩國也不是台灣電路板主要的進出口市場，所以俄烏戰爭對於廠商營收並無直接衝擊。但生產電路板所使用的工業電子級溶劑及樹脂等都與石油相關，而銅更是佔電路板生產成本約20~30%，因此原物料失控飆漲將推升電路板的製造成本，嚴重侵蝕廠商的利潤空間。再加上各國啟動對俄經濟制裁，將加速通澎壓力，最終壓抑終端產品的銷售動能，亦是干擾今年電路板產業成長表現的因素之一。
More news
- TPCA Show 2025 Reservation! 2024-11-15
- TPCA Show 2024 will be held as scheduled on 10/25 2024-10-24
- TPCA Show 2024 Pre-registration 2024-10-23
- Rajah&Tann:Doing Business in Thailand &Southeast Asia 2024-10-18
- BYD's Thailand factory has been completed, achieving the production target of its 800th new energy vehicle 2024-07-25
- China to Cancel Tariff Concessions on Over 100 Products Under ECFA 2024-07-10
- MKS-阿托科技 大中華區業務總監 蔡政修博士對於大中華PCB市場的展望問與答 2024-06-06
- Dell Technologies announces AI PC, aims to make it standard by 2025 2024-05-20
- TSMC‘s Major Advancement in Advanced Packaging: Silicon Photonics Packaging to Launch in 2025 2024-05-10
- Kinsus Interconnect Technology contemplates setting up an IC substrate plant in Malaysia 2024-02-15
- Mainland China Rewrites the Global Map for Electric Vehicle 2024-02-01
- The spokesman revealed that the government is accelerating investment promotion in the electronics industry, one of the three industries targeted to upgrade the country. 2024-01-20
- CES Debuts Next Week, Unveiling the First Year of AI PC 2024-01-15
- Apple and Amkor to jointly establish a packaging plant - Serving as a downstream US plant for TSMC 2023-12-10
- Breaking Nvidia's Monopoly? 6 Major Tech Giants Developing In-House AI Chips in Unison 2023-10-20
- IDC: Mobile phones will recover next year 2023-09-10
- "Made in India" mobile phone production has exceeded 2 billion, making it the second-largest mobile phone manufacturing country globally. 2023-08-20
- The Taiwan Carbon Solution Exchange formally established 2023-08-10
- Zero inflation in mainland China in June Clouded by the shadow of deflation 2023-07-17
- Apple’s first MR, Vision Pro -- Mixture of Reality Glasses Debuts 2023-06-12