The future trend of capacitor prices
According to traditional economics textbook prices, prices are generated when the supply and demand sides reach an equilibrium point. The same is true for capacitor prices in the past, which depend on the original production capacity and market demand. But since 2017, this rule no longer applies. The current popular saying is that securitization of production materials . Just like the securitization of the means of living in previous years, everyone remembers that garlic and pork prices have risen. There are too many idle funds in the market, and the investment channels are lacking, so some hot money flows into the garlic pork market, resulting in abnormal fluctuations in the price of garlic pork. Therefore, garlic pork is also like a stock, and the price fluctuation is like the stock market. The means of production is also the same. When the supply and demand relationship is abnormal, social hot money flows into the market for means of production, such as real estate owners speculating capacitors. The participation of funds outside the industry has caused greater fluctuations in the price of capacitors. There is no real demand for funds outside the industry, but to earn the difference through trading, just like buying and selling stocks. To make a profit.
In recent years, Yageo has successively acquired PULSE and KEMET. The funds are very abundant. Yageo is very good at capital operation. In recent years, Yageo has been the king of Taiwan stock market for quite some time. When capacitors were out of stock a year ago, the national stock giant's stock price fluctuations and capacitor spot price fluctuations were basically synchronized at that time. From a certain point of view, the fluctuation of Yageo's stock price can reflect the price fluctuation of the spot market of capacitors.
Therefore, when we look at the future trend of capacitor prices, we must consider at least three aspects: the first aspect is the original factory capacity and market demand. In the second aspect, according to the securitization principle of the means of production, whether all parties involved in the spot market are willing to fluctuate prices. In the third aspect, the stock prices and news of several major capacitor manufacturers. Hurry up.
In conclusion, the history of the price stability of capacitors is gone, and the price of capacitors is no longer a simple supply-demand relationship. So it is not easy for us to purchase electronic materials! We must understand not only capacitors but also stocks. We not only look at fundamentals, but also news. At the end of September, the notification of the Huaxinke system to stop taking orders immediately appeared in the Huaqiangbei market.
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