Pay attention to the key news of Taiwan stocks before the market. China’s Shanghai, Kunshan and other places have implemented strict lockdown control in the past month. Although companies have resumed work one after another, transportation is still a big problem. It is quite difficult to achieve the existing shipment targets in the second quarter. Gao; China’s Zhengzhou Airport Economic Comprehensive Experimental Zone implements nucleic acid testing and “static management” for all employees. Hon Hai emphasized that normal operations are currently maintained. The following are the important financial news that you must watch today (25).
China’s lockdown measures have repeated assembly plants, and Q2 shipments are not good
The new crown epidemic has once again disrupted the pace of the global supply chain. Since the end of March, China has implemented strict closure and control measures in response to the goal of clearing zero and no “epidemic”, including Shanghai, Suzhou, Kunshan and other provinces. , but the transportation is still unable to fully make up for it, and it is even more headache for downstream assembly plants. In addition to personnel epidemic prevention and control, “as long as one component is missing, it cannot be shipped.”Read the full article…
Zhengzhou Airport implements static management and the Hon Hai factory operates normally
Zhengzhou Airport Economic Comprehensive Experimental Zone announced the implementation of 7-day nucleic acid testing and “static management” for all staff, Hon Hai (2317-TW) The key town for iPhone production is also in the Zhengzhou Airport Area. However, Hon Hai said that the Zhengzhou Park continues to cooperate with the local government’s epidemic prevention work, and it still maintains normal operations.Read the full article…
Nearly 600 people in Pegatron’s Guishan Plant are diagnosed and the shutdown is estimated to affect annual revenue of less than 0.1%
The local epidemic spreads, and the big OEM Pegatron (4938-TW) The gathering of migrant workers at the Guishan Plant continues to expand. Pegatron said that as of now, the number of positive PCR diagnoses at the Guishan Plant is 589. Due to the large number of confirmed cases, it has cooperated with the Taoyuan City Government’s instructions to suspend work for five days. The annual production capacity and revenue will be affected by less than 0.1%.Read the full article…
The price of Taibo rapid screening reagent is reduced again, starting today, less than 200 yuan per dose
Tabo (4736-TW) After taking the lead in launching the first shot of quick screening price reduction, the price of the product will be further reduced. It is expected that starting from the 25th, the price of a single pack will be 200 yuan, and that of 5 packs will be reduced to 195 yuan per dose, a drop of more than 10%. In addition, in the future Will supply access to 2 million doses of quick sieves.Read the full article…
Ming-Chi Kuo: iPhone VCM competition is fierce, Lu and Han join in succession
Tianfeng Securities analyst Ming-Chi Kuo tweeted on the 23rd that Luxshare will successfully enter the Apple iPhone 14 front lens voice coil motor (VCM) supply chain this year and become the second supplier. At present, the use of iPhone VCM parts is increasing, although it is beneficial to the industry development, however, at Largan (3008-TW), Luxshare and other manufacturers joined the market, and the market has entered the Warring States Period.Read the full article…
In the period of explosive growth of electronic paper, both shipments and penetration rates will increase this year.
Electronic paper has caught up with the global environmental protection business opportunities. In recent years, as the application has gradually matured, the demand has also ushered in an explosive growth period.8069-TW) as the main representative, in addition to both black and white electronic paper, but also developed color electronic paper, the latest generation can be up to five colors, is expected to further compete with traditional LCD, the application has also entered the electronic shelf label (ESL) In the market, it is estimated that the overall electronic paper shipment and penetration rate are expected to grow this year.Read the full article…