fiberglass cloth factory in taiwan, including fu joe (1815-tw) and dehong (5475-tw) will also become a continuous hike product prices under the maximum benefit manufacturers.
fiberglass cloth factory in february, has been raised product prices by 3-5% is expected in march the magnitude of the price adjustment action.
in fact, fiberglass cloth industry, such as fu joe and, in january and february are favorable shipping like full capacity sales, but the supply of fiberglass cloth factory upstream of the glass fiber is obviously a shortage of supply situation, is a key factor in south asia (1303-tw)'s will into a glass fiber kiln will enter shutdown stopped for cold repair stage; in addition, market participants also pointed out that the supply of glass fiber yarn, sichuan in mainland china taishan fiberglass also set up their own glass fiber cloth factory, equal to the glass fiber market supply conditions of reduction, resulting in the current market glass fiber supply and demand gap, and even grab the material of the textile mill industry phenomenon.
in addition, such as upstream of the copper foil pcb, gold ranks (8 358-tw) following the february to raise the prices, indicating that in march but also raise the prices 4% to reflect the costs.
in fact, the most important cause of pcb upstream raw material in this wave of fast walking yang important reason lies in the first quarter of the off-season market has failed to perform as originally pcb industry pessimistic expectations, warmed quickly in the market orders beyond the first quarter of the previous years, warmer temperature, itself raw material inventory levels are low, the formation of the whole industry chain grab to fill the inventory of a phenomenon, obvious in prices quickly go to yang.
[news] south asia will become the planning gains can be expected for q2 from the cold repair of glass fiber / cloth
glass fiber yarn of the formosa plastics group's south asia will become the planning of its taiwan and kunshan glass fiber furnace shutdown cold repair in the second quarter and third quarter respectively, while south asia will become the glass fiber to their own use mainly , but will inevitably result in shutdown of cold repair to reduce the supply, will further affect the price of glass fiber, glass fiber cloth, and the industry have been expected, in the second half along with the holiday buying season, fiberglass yarn, probably will be a shortage, price increases can be expected.
insiders pointed out that south asia will become in taiwan and kunshan, two kilns useful life has come to have to shutdown the cold repair, including taiwan in the furnace cold repair is expected in april and may, part of the kunshan plant planned in 8, september shutdown, cold repair of the two kilns to play from the cool, brick, re-brick, ignition, warming and other operating procedures until the yield stability, and to spend at least 3-6 months time, if south asia will become breath is bound to affect the overall market supply and price movements.
south asia must be a glass fiber yarn production capacity after the tgi (1802), and tgi, south asia will become the products to the electronic-grade glass fiber, and occupied by the group down all the way to production fiberglass cloth, copper substrate, which, in south asia for leading manufacturers of copper clad laminate for the major sources of supply, and has a price-led.
it is understood that in recent years, cross-strait only fu joe (1815), yunlin huwei a new glass fiber yarn, limited production capacity margin of the overall market, and south asia will become the two kilns in taiwan and kunshan, with an annual capacity of 3 tons, 38,000 tons, together accounting for cross-strait glass fiber production capacity of approximately 26%.
the industry believes that south asia will become this year to begin planning a two furnace cold repair of the second half of the traditional peak season, when there will inevitably be a supply shortage problem, and will drive the glass fiber, glass fiber cloth price gains of the firms fu joe, dehong (5475), the profit performance of kin wing (5340), may also increase.
