Episode micro-network reported on July 17
In the past six months, the price increase of MLCC has been affecting the upstream and downstream nerves of the industry chain. However, there is news on the Internet today that the domestic giant has already worried about the high price of MLCC. Yesterday, affected by this, the national giant once probed the band low of 896 yuan (new Taiwan dollar, after the same), closed down more than 6%, closed at 904 yuan, falling below the season line.
In response to this news, Guoju immediately issued a press release to solemnly clarify that Guoju said that the rumors are false rumors. At present, the supply and demand of MLCC cannot be balanced, the price is still upward, and there is no loose price.
It is reported that the news uploaded by the network includes: 'The head of the national giant China said that MLCC should drop 10%', 'the chairman of Guoju company chats with friends, and the industry has no previous optimism'.
Guoju denied that at the same time, the company's operations, profitable and stable, optimistic about the industry outlook.
At the same time, the other two manufacturers Huaxinke and Heshentang support the same point of view. Recently, Huaxinke expects that the market situation in the third quarter is tight, it seems to be the peak season performance, and try its best to prevent customers from stopping the line or finding the goods. Demand in the 3rd and 4th quarters is still very strong. Heshentang continued to expand its production capacity. The company previously pointed out that after June, MLCC new equipment will continue to be stationed. It is estimated that the third quarter MLCC capacity is expected to expand by 20% to 30%.
Previously, Guoju also said that due to the continued tight supply and demand of MLCC, the MLCC order-to-bill ratio is more than 2 times, and the delivery time of machinery and equipment is 18 months. The new production capacity cannot keep up with market demand.
In addition, some research reports pointed out that it is expected that the MLCC shortage will be in short supply and the price increase effect will continue. Guoju has the opportunity to make more than 10 equity shares this year, a record high.
Guoju Company announced yesterday (17th) that it will use up to NT$25.508 billion in NT$, and buy back 4,500 treasury shares within two months from today. According to the latest information from the public information observatory, General Manager Zhang Yuwen of June Shareholding increased by five times, and spent more than 1.2 billion yuan in the month to buy 1,175 home stocks. Market interpretation, the national giant at this time to buy treasury stocks, plus the total seat to pay for their own stocks, should be optimistic about the market , drive company support.
Earlier this month, Guoju announced its June results. The data showed that the June revenue was NT$8,054 million, a significant increase of 227.7% compared with the same period in 2017. The total revenue for the first half of 2018 reached 30.269 billion yuan. In the same period of 2017, it increased by 112.6%.