Japanese aluminum electric leader Nichicon reportedly will increase the price by 10% from April 15 to reflect the crazy soaring costs of various products; product prices continue to follow the rising price of raw materials in the aluminum electric industry, which has not yet subsided, and has started again! Although Taiwan factories have different reactions, the continued rise in aluminum electricity prices will continue.
Kaimei said that it has been continuing to talk to customers; Lilong Electric has already talked with customers similarly, but it will first observe whether the Japanese factory has successfully raised its prices, and then decide based on the market conditions, and will not follow up immediately; Kingsoft Electric has just risen in the fourth quarter of last year, so it is impossible to rise every quarter; Yubang has no price increase actions and plans.
Taiwan's leading passive component channel Nippon Chemi-Con pointed out at the end of last year that due to the continued rise in the costs of upstream raw materials such as aluminum foil, Nippon Chemi-Con, the largest aluminum electrolytic capacitor manufacturer, proposed to the market that the cost must be reflected in the price. Although the range varies according to different customers and different products, it is at least 5% of the price increase.
Aluminum capacitors are costly in aluminum foil. Aluminum foil needs to be electroplating. In addition to the increase in electricity prices, the environmental protection-related fees are also charged due to high pollution in electroplating. Nippon Trade said that in addition, many aluminum power plants have electroplating aluminum foils and production capacitors, and the surge in freight costs also bring cost pressure. Not only Japanese, but Taiwan-based costs have also increased a lot. Aluminum and electrical companies have negotiated price increases with end customers, but the price increase situation of each company is different.
Faced with the price increase of Japanese peers, Lilong Telecom said that he had already negotiated with customers similarly, but he would observe the results of the price increase of Japanese and would not follow up immediately, so there is currently no specific time point and range of price increase. The main response to the price increase of the Japanese system this time is the rise in aluminum foil prices. Therefore, we will first observe whether the price increase of the Japanese system will be successful, and then decide whether to follow up based on the market conditions; as for whether there will be orders due to the price increase of Japanese factories? Lilong Electric pointed out that customers who use Japanese aluminum electricity limited may not necessarily transfer orders due to price increases, and shortage of materials is the biggest factor in transfer orders.
Kaimei also said that it was discussing with customers, but it would not be comprehensive. It would adjust according to the situation of individual customers, that is, the increase will not be consistent with the time point. In fact, there is a constant talk in normal times, after all, aluminum has been rising prices.
If the aluminum electricity price is raised due to the increase in aluminum foil price, how long will this continuous performance last? Since Nichicon is about to raise prices this time, Lidun, an aluminum foil factory located upstream of aluminum electricity, naturally did not follow up because of the price increase downstream. However, regarding the international aluminum prices rose to a high level due to the Russian-Ukrainian war, Lidun said that the supply of electric foil or raw aluminum foil is relatively no longer tight in the second half of last year, but China's increase in electricity bills at the end of last year affects gross profit. In the first quarter of this year, it will continue to seek reasonable responses to customers who have not adjusted the unit price of foils last year. However, due to the adjustment of a small number of customers, the impact on the overall average unit price will not be too significant. In the future, the gross profit performance will be maintained by increasing the proportion of self-produced foils.
