本集介紹

隨著國際銅價大幅回檔，包括雙鴻（3324）、超眾、奇鋐等散熱模組廠也將迎來電子業傳統旺季；法人預料，下半年在筆電、智慧手機需求暢旺下，散熱模組出貨量有望較上半年顯著成長。
近期歐美國家疫情趨緩，消費動能逐漸恢復，加上各家品牌廠將推出新品爭搶市，對於散熱模組的需求有增無減，對供應商是一大利多。


此外，全球電競市場在疫情爆發後蓬勃發展，也帶動顯示卡銷售暢旺，國內散熱模組廠專攻顯示卡散熱片，受惠最深。法人認為，包括桌機、筆電都有遊戲需求，因此顯示卡專用的散熱模組動能強勁，預料將一路暢旺至暑假。
雙鴻今年前五月營收54.08億元，年增28.7%；超眾前五月營收40.15億元，年增28.1%；奇鋐前五月營收196.33億元，年增22.7%。法人指出，國內散熱廠今年前五月營收均較去年同期大幅成長，而下半年需求更好，估計全年營收表現將相當不錯，雙位數年增並無懸念





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With the sharp recovery of international copper prices, cooling module factories including Shuanghong (3324), Chaozhong, and Qihong will also usher in the traditional peak season of the electronics industry. The legal person predicts that in the second half of the year, the demand for laptops and smartphones will be heated. Module shipments are expected to grow significantly compared to the first half of the year.

Recently, the epidemic in European and American countries has slowed down, consumption momentum has gradually recovered, and various brand factories will launch new products to compete for the market, the demand for cooling modules is increasing, which is a big benefit to suppliers.

In addition, the global e-sports market has been booming after the outbreak of the epidemic, which has also driven the sales of graphics cards. Domestic cooling module factories specializing in graphics card heat sinks have benefited the most. The legal person believes that there is a demand for games including desktop computers and laptops. Therefore, the heat dissipation module dedicated to the graphics card has a strong kinetic energy and is expected to flourish all the way to the summer vacation.

Shuanghong’s revenue in the first five months of this year was 5.408 billion yuan, an annual increase of 28.7%; Chaozhong’s revenue in the first five months was 4.015 billion yuan, an annual increase of 28.1%; Qihong’s revenue in the first five months was 19.633 billion yuan, an annual increase of 22.7%.

The legal person pointed out that the revenue of domestic heat dissipation plants in the first five months of this year has increased significantly compared with the same period of last year, and the demand in the second half of the year is better.

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