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漲價預期強烈促MLCC板塊走強 火炬電子和鴻遠電子漲停
格隆匯 02-25 13:13
格隆匯2月25日丨MLCC板塊拉昇,宏達電子漲13%,火炬電子、鴻遠電子漲停,國瓷材料微漲。據悉,MLCC兩大指標廠南韓三星電機、日商TDK近期已正式對一線組裝廠客户發出通知,強調高容MLCC供應持續緊張,考量市場機制,即將調漲MLCC報價。台企方面,目前國巨、華新科訂單能見度超過四個月,預計也會跟進調升價格。業內人士分析,MLCC春節後“漲聲響起”氛圍濃厚,主要原因是市場對5G智能手機的需求優於預期,加上宅經濟推升PC與筆記本電腦出貨持續維持高檔,以及車用相關市場快速回升。
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