article is reproduced from "Xinji Speed"
In response to the increase in cost, the price of polymer positive temperature coefficient thermistor (PPTC) was reported to have increased, and Fuzhi increased by 5%, which is the second time this year. Juding is the world's second largest PPTC factory, and it also increases by about 5 to 10% depending on specifications and applications to reflect cost pressure.
Fuzhi said that this wave of increase is mainly aimed at customers of energy batteries. The metal components of battery products account for a high proportion of nickel and copper, and the prices of raw materials continue to rise. Therefore, the increase is adjusted for new customers, with an amplitude of about 5%. The prices of customers who have been working for many years will not increase for the time being.
In the first half of this year, Fuzhi raised the price by about 10% for mobile phones, covering about 1% of its revenue. As the second half of the year enters, raw material prices continue to rise and transportation costs have also increased significantly. Therefore, the second wave of adjustments has been launched, and it is hoped that the proportion of revenue covered this time will exceed the first half of the year.
PPTC price increases are not common. In addition to paying attention to costs, Fuzhi believes that the wave of industrial control and intelligence drives PPTC demand, further pushing up the rare price increase of PPTC.
Juding is the world's second largest PPTC factory. The company also stated that due to cost pressure, it will increase by 5 to 10% according to different specifications and product applications, and the price will be adjusted in a rolling manner.
, and Xingqin PPTC, the leader in protection components, accounts for only 5%. Although there is no price adjustment, Xingqin is optimistic about the medium- and long-term demand for PPTC, especially the demand driven by the automotive field. Xingqin said that the PPTC production line and capacity will be rectified first, and the expansion of PPTC production will be considered in the future.
According to statistics from the municipal survey agency, the global PPTC market in 2018 was about 14 billion to 15 billion yuan, and the leading manufacturer was American businessman Little Fuse. In automotive PPTC, Little Fuse also ranked first, while Taiwan's Juding and Fuzhi ranked second and fourth in the world, with a stable industrial order.
protection component factory revenue in August is only Fuzhi benefited from the new capacity effect, and its monthly revenue hit a record high. Since there is also new equipment move in in November, Fuzhi's monthly revenue is expected to rise all the way to November. Xingqin's order deferred due to chip shortages, and home appliance customers entered the off-season, resulting in a monthly decline of 4.26% in August, the highest revenue in the same period in history and the sixth highest revenue report card in history.
Juding's August revenue was recorded in the third highest record in history with 313 million yuan. In August's revenue, the industry's revenue hit a high due to the launch of large-scale production of PPTC by major customer , but its subsidiary Juye Technology suffered a chip shortage in the car factory and a large number of holidays , which led to a decline in production capacity , which affected its revenue in August . TCLAD strives to get out of the bottom , and enters the final stage of merger in the past two months .
