Season 3 into the PCB market season in 2011, at the same time, July PCB upstream raw materials including the price of copper foil, glass fiber yarn, glass fiber cloth in definite demand has been driven by rising trend, the including BoQianChang dehong (5475 - TW), Joe (1815 - TW) gold and copper foil factory (8358 - TW) in the third quarter earnings pump efficiency obviously.
To raise the price on this product will significantly aid to profit under the favorable opportunity, also make the share price is relatively cheap PCB original LiaoChang upstream, substantial today in low share price; Notably the gold in a copper foil factory opening out in 14.7 yuan as high as 2593 to clinch a deal huge amount, and shares soared crucial to 15.05 yuan.
PCB upstream raw materials industry, stressed that since July, as a result of the NB, tablet computers, smart phones on both sides of the Taiwan PCB process requirements, has been the trend of the upstream raw material demand will exceed supply, and the price of raw materials with higher at least 5%, but also may raise the price in the near future.
By the upstream raw material copper foil, PCB BoQianChang July revenue back, obviously also form favorable evidence; Gold in the knot in July 2011 revenue of 480 million yuan, is the highest growth rate of 39.6% last month, gold and points out that, in the third quarter in the HDI PCB industry is expected to have the growth of 10-15%, will drive the product sales.
