南亞新材(688519.SH):目前訂單交期在7~10天左右 儲備在手訂單一般2~3周
格隆匯8月11日丨南亞新材(688519.SH)近期在接待機構投資者調研時表示,因終端需求疲軟,短期內會存在一定供應餘量。公司目前訂單交期在7~10天左右,儲備在手訂單一般2~3周。
因供需現狀帶來競爭加大,短期內對價格有影響。公司下半年開始針對不同客户,採取不同的銷售策略,產品平均售價將能得到優化。同時公司將市場開拓的重點放在通訊、數據中心、新能源汽車及能源方面,該些領域未來市場需求相對看好,利於公司中長期發展。
展望下半年,我們預計原材料價格將呈上升趨勢。玻布:主要是Q4部分廠商關窯檢修,影響產能;銅箔:原銅價格在上升,而銅箔企業的加工費還在虧,7月以來加工費回調,導致價格上升,此外,全國主流地區的銅庫存在減少,還受市場對於美聯儲將結束緊縮週期的預期影響,預計銅價未來一定階段維持高位震盪;樹脂:由於較長期虧損,部分石化廠供應量減少,甚至關停檢修,市場中產能減少。同時上游樹脂原料價格反彈,下游客户庫存低,補貨動作明顯,導致上游追升。
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