PCB manufacturing industry:
Under the threat of new crowns with the spread of lung infections and many cities, it is difficult for the company to start an objective problem. This brings harm to the industrial chain. Especially in the upper and lower reaches of the manufacturers, such as infrared thermometers, machinery and equipment, protective clothing, etc., the danger of postponing the operation is obviously.
As the plasmid carrier of electronic component connection, PCB is one of the key components of infrared body temperature test and related medical devices. Because most of China's PCB processing plants are concentrated in Hubei Province, Hunan Province and other central and western regions, under the influence of delayed start-up time and reduced production, manufacturing and operation scale in the city, it is not only difficult to start work, but also difficult to increase the original supply of epidemic prevention materials Material shortage, and all PCB manufacturing industry in the first quarter of this year, operation and sales performance will inevitably suffer a certain level of adverse effects.
Hubei province gathered more than 30 PCB processing plants.
According to the butterfly effect of the epidemic situation, most companies in the whole industrial chain can not exceed the basic norms of operation. The shortage of raw materials on the upper and lower reaches becomes a weak point for the manufacturers of terminal equipment to start and expand their production. Especially in the industrial chain of infrared thermometer, the shortage of integrated IC, controller and PCB is especially prominent.
Special attention is paid to PCB as one of the key components of infrared body temperature examination and related medical devices. It is also essential in the war of disease prevention and control. Professionals say frankly that the demand for machinery and equipment for infrared thermometers is soaring, and the start-up time and production capacity of PCB plant are also related to the balance between supply and demand of materials for epidemic prevention.
According to the incomplete arrangement of micro networks, there are more than 30 PCB processing plants in Hubei Province at this stage, including Hushi electronic devices, Dingying electronic devices, Lianmao electronic devices, zhanteng electronic devices, Hongxin electronic devices, etc.; there are also more than 10 processing plants in Taiwan PCB company, including Xinxing, Dingying, Lianmao, Zhending, Huatong, jialianyi, Yaohua, etc.
Due to the threat of the new crown lung infection, the sales market is worried that the whole industry chain will break off. The Taiwan stock market plummeted after the 30 day stock market opened last month, down 5.75%. Among them, all the PCB factories with manufacturers in Hubei Province fell, Taiwan electronic components fell 5.99%, and Hon Hai also fell, closing at 83.1 yuan, Dali light plummeted 5.33%, and TSMC fell 4.95%.
In the same way, in the stock market of the stock market opened in February 3rd, the stocks of the whole industry chain and semiconductor materials were all down, and the related stocks of PCB also escaped. However, all the stocks such as Peng Ding holdings, Shennan circuit, Shanghai Electric shares and Jing Wang electronics were down.
It is worth mentioning that at the time of the heavy decline of PCB manufacturers in the stock market, as Wuhan is the origin of the epidemic, Hubei Province is a high incidence area. Under the pressure of city closure, and in addition, Hubei stipulated that the company should not start construction before February 17, which is more worrisome compared with the gender area. It is also a severe blow to the local PCB manufacturers.
Today, some PCB listed companies responded that some of their industrial areas had already started or some of their production lines would be delayed. It is self-evident that the first quarter's sales performance is harmful.
First quarter sales are jeopardized.
Yuan Da securities felt that the new type of lung infection and epidemic disease belonged to short-term impact, and the harm to the market trend was "changeability" rather than "risk". Although it was not until the peak period was diagnosed, the alarm was relieved, but the development trend of the stock fundamental upward cycle system was always unchanged.
After the stock market plummeted on the opening day of the new house, it fell into overfall and rebounded for two consecutive days. The whole industry chain and semiconductor material stocks rose at a glance, and the index of semiconductor materials and components increased sharply. The PCB concept stocks show a certain gap, Peng Ting holdings, Shanghai Electric shares, Sheng Yi technology, Chong Da Technology and so on have been falling, Shennan circuit, Jing Wang electronics, Dongshan precision and so on slightly warmer.
In the industry chain, the trend is slowly warming up, according to the progress of disease prevention and control, at this stage, the whole industry chain manufacturers start problems are particularly urgent. Very PCB is a labor-intensive manufacturing industry, which is an important part of the balance between supply and demand of material supply for important epidemic prevention, and the problem of its start-up is also of great importance. Many PCB listed companies were competing to make statements.
Shanghai Electric Power Co., Ltd., the PCB manufacturer, announced that in order to implement the work plan and regulations of the Municipal People's Government on the prevention and control of the new coronavirus pulmonary infection, reduce the staff concentration and prevent the spread of the disease, Shanghai Electric Power Co., Ltd., located in the industrial zone of No.1 Donglong Road, Yushan Town, Kunshan City, postponed the commencement of construction until February 10, 2020, while Ningbo Huli Micro Electric Co., Ltd., a holding subsidiary, is responsible for The company and its Huangshi city Shanghai Electric Appliance Co., Ltd., because they did not shut down during the Spring Festival, basically maintained their manufacturing operations in accordance with the original scale of operations.
In part of the industrial zone postponed the start of the damage, Shanghai Electric shares also speak frankly, because working days and manufacturing business scale reduction and its elements harm, it is difficult to avoid enterprises in the first quarter of 2020, the operation and sales performance will be relatively affected by a certain level of adverse effects.
In addition, the new type of coronavirus flu infection continues to spread, and the infrared thermometer is used to quickly identify and identify the hot qualitative diagnosis.