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A股異動丨揚傑科技漲停 菲律賓火山爆發或影響MLCC大廠出貨
格隆匯 01-15 13:32
格隆匯1月15日丨揚傑科技(300373.SZ)漲停,報20.89元,總市值98.6億元。由於菲律賓火山爆發,馬尼拉機場出現暫時關閉,韓廠三星電機、日廠太陽誘電、村田在菲律賓均設有MLCC工廠。三星電機13日已經接獲大批客户詢問電話,關切機場關閉對MLCC出貨是否造成影響,三星電機統一以確認中迴應客户。三星電機為全球第二大MLCC廠,在業務的劃分上,與日系、台系MLCC廠有所重疊,在中階領域中還是國巨最強大的競爭對手。據瞭解,三星電機目前稼動率達70-75%,庫存也逐漸邁向健康水位,三星電機在去年12月就針對分銷商調漲MLCC價格,並鎖定在104、105等常用料號上,調漲幅度約5-10%。
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