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 is higher, driven by the including Joe BoQianChang dehong and rich in gold and copper foil factory) third quarter earnings have obvious pump efficiency.
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.
While in BoQianChang section, in the rich Joe industrial performance, rich in July 2011, Joe industry revenue also rewrite the second-highest monthly history, with 435 million yuan and 357 million yuan rose 21.87% from June; And in the same month of 412 million yuan to grow 5.54% year on year. Accumulated in July 1, 2011 revenue of 2.666 billion yuan, 2010 yuan rose 34.59% compared with the same period in 2010.
Rich Joe industry revenue in July in 2011 years, as well as historical high-lever, unless they are into the traditional electronic season 3 season, downstream customers stock up actively, electronic grade fiberglass cloth price quantity are caused by outside from the previous month to ascend; Industrial glass fiber yarn delivery also continues to increase, pushing up rich Joe industrial steady revenue growth.
In July and dehong industry consolidated revenue reached 300 million yuan to 312 million yuan, 278 million yuan grow by 12.33% from June, and in the same month of 224 million yuan to grow 39.6% year on year. Dehong is executed to buy back 5000 stock during the called.
