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富采8月营收持续走弱,MiniLED最迟明年重回成长轨道_预期_市场_我的网站

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原标题:富采8月营收持续走弱,MiniLED最迟明年重回成长轨道台湾地区LED龙头富采8月营收持续走弱,公司预期,此波库存去化最迟会到明年上半年结束,之后市况将重新回升。    
Construction of the Lianyungang-Yizheng crude oil pipeline, a key national oil and natural gas transport project File photo: Courtesy of PipeChina
    Construction of the Lianyungang-Yizheng crude oil pipeline, a key national oil and natural gas transport project  File photo: Courtesy of PipeChina
The Lianyungang-Yizheng crude oil pipeline, a key national oil and natural gas transport project, successfully commenced operations on its Lianyungang-Huai'an section on Thursday, PipeChina, the project developer, told the Global Times. The project can transport over 18 million tons of crude oil per year.
This marks the first 10-million-ton-level crude oil pipeline to be put into operation since the start of China's 15th Five-Year Plan (2026-30) period and is of significant importance for optimizing the country's energy supply structure in the central and eastern regions and improving the "nationwide one-network" layout of oil and gas infrastructure.
The Lianyungang-Huai'an section of the Lianyungang-Yizheng crude oil pipeline project has a total length of 143.8 kilometers and a designed annual transportation capacity of 18.5 million tons. Construction on the section began in October 2024 and was completed in June.
The pipeline has a diameter of 813 millimeters and a design pressure of 8.5 MPa. Up to 70,000 tons of crude can be pumped daily to Yizheng, a hub in East China, serving refineries in East China's Jiangsu Province and along the Yangtze River, strengthening energy supply security, the company said.
The commissioning of the new pipeline will further optimize the oil and natural gas pipeline network in the Yangtze River Delta region and the coordinated allocation over imported crude resource, PipeChina said.
Global Times

B | 富采指出,近期不少同业营收都出现疲态,但各公司营收趋缓的原因不同,若就MiniLED来看,部分公司以大陆客户为重心,今年第2季以来受到的影响较为明显,但富采美国客户MiniLED拉货则相对稳定。富采表示,有三大原因造成目前LED市况走弱,首先是目前下游需求确实疲软,主要受制于通膨冲击整个LED产业需求,但并非只针对MiniLED市场。图片来源:拍信网正版图库第二是随着全球景气不佳,先前过度拉货的库存水位偏高,预期至少需要一至二季去化库存,但实际去化速度和景气及消费力道恢复有关,目前看来,此波库存去化最迟可能要到明年上半年才会结束。

C | 第三是近期消费性产品需求不振,使得MiniLED利基型产品应用发展不如预期;另外,IT产品需求明显转弱,先前被市场视为MiniLED重要出海口的大型电视市场更因景气下行,在大型高阶电视渗透率不佳。即便目前MiniLED及整体LED市场需求疲弱,富采强调,未来高阶显示器市场逐渐由MiniLED取得主导权仍是明确的趋势,预期最迟明年上半年市场库存去化完毕后,MiniLED市场可望重回成长轨道。(来源:台湾经济日报)转载请标注来源!更多LED资讯敬请关注官网(www.ledinside.cn)或搜索微信公众账号(LEDinside)。返回搜狐,查看更多责任编辑:

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