家学曹的个人主页 - 老虎社区

家学曹

家学曹

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0勋章

2021-10-28

$老虎证券(TIGR)$不可能违法几年（上市好几年了）用脚想是假消息🤣🤣

2021-09-25

大神们可以分享后期走势

2021-09-17

用的苹果手机只能链接进空间站吗？

@BillionaireQ:【空间站说明】—— 我也有自己的空间站啦

2021-09-11

$老虎证券(TIGR)$继续

2021-09-10

$老虎证券(TIGR)$26上

2021-09-10

$老虎证券(TIGR)$26以上

2021-09-09

$老虎证券(TIGR)$北京时间今晚8点财报电话会议

2021-09-09

$老虎证券(TIGR)$我的感觉今晚不会失望

2021-09-08

$华虹半导体(01347)$跟主力走是不是应该加仓了

2021-08-31

$老虎证券(TIGR)$股票历史记录财报前一定会涨一波

2021-08-19

前两天的新闻，有用时就拿出来播一下

马来疫情致博世部分芯片8月后断供，小鹏汽车“喊苦”

2021-08-19

$小鹏汽车(XPEV)$蔚来会涨，小鹏也不会跌，财报要出了，等也要等到那时候

2021-08-19

$小鹏汽车(XPEV)$人都疯了草木皆兵，涨得好好的听一点不相关的新闻就砸盘，便宜了老美抄底

2021-08-17

$小鹏汽车(XPEV)$小鹏财报肯定好看，坚持就赢了

2021-08-12

$华虹半导体(01347)$坚持就不信你不涨，奇葩了

2021-08-12

下一季番3倍🤣

华虹半导体：第二季度净利润4408.2万美元去年同期1782.6万美元

2021-08-12

👍

华虹半导体：第二季度净利润4408.2万美元去年同期1782.6万美元

2021-08-12

$华虹半导体(01347)$全球缺芯没有下跌的理由，坚持等财报，别给庄家骗了

2021-08-01

求帮下单时怎样按可以去到户头用勉佣卡 🙏

@古哥聊美股:中概股开始分化

2021-07-24

看好快手

抱歉，原内容已删除

去老虎APP查看更多动态

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07:31","market":"us","language":"zh","title":"马来疫情致博世部分芯片8月后断供，小鹏汽车“喊苦”","url":"https://stock-news.laohu8.com/highlight/detail?id=2160302207","media":"第一财经","summary":"马来疫情致博世部分芯片8月后断供 小鹏汽车“喊苦”　　作者：李娜 来莎莎 　　马来西亚是全球半导体供应链中的封测生产重镇和被动元件生产国，但在疫情发酵下，部分芯片厂“瘫痪”，加剧了“缺芯”问题。","content":"<div>\n<p>马来西亚是全球半导体供应链中的封测生产重镇和被动元件生产国，但在疫情发酵下，部分芯片厂“瘫痪”，加剧了“缺芯”问题。\n8月17日，博世（中国）投资有限公司执行副总裁徐大全在朋友圈写道，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前关厂数周后，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后期基本处于...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马来疫情致博世部分芯片8月后断供，小鹏汽车“喊苦”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马来西亚是全球半导体供应链中的封测生产重镇和被动元件生产国，但在疫情发酵下，部分芯片厂“瘫痪”，加剧了“缺芯”问题。\n8月17日，博世（中国）投资有限公司执行副总裁徐大全在朋友圈写道，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前关厂数周后，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后期基本处于...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2160302207","content_text":"马来西亚是全球半导体供应链中的封测生产重镇和被动元件生产国，但在疫情发酵下，部分芯片厂“瘫痪”，加剧了“缺芯”问题。\n8月17日，博世（中国）投资有限公司执行副总裁徐大全在朋友圈写道，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前关厂数周后，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后期基本处于断供状态。而Muar工厂受波及的员工有3000多人。\n徐大全当天晚间向记者证实了上述消息，某半导体芯片供应商为意法半导体。随后，第一财经致电意法半导体中国区高层，对方表示无法估计（影响），但对于细节表示不愿意接受采访。\n记者留意到，小鹏汽车创始人何小鹏在转发上述马来疫情时评论道，“抽芯断供供更苦，举杯销愁愁更愁。”小米创始人雷军则以一个“唉”字留言评论。\n据悉，马来西亚目前有超过50家半导体厂在当地设厂，其中不乏英特尔、英飞凌、意法半导体、恩智浦、德州仪器、安森美等国际半导体巨头，当地封测产能约占全球封测产能的13%。另一方面，车用MLCC、芯片电阻、固态电容、铝质电容等芯片产能均将受到不同程度的冲击。\n马来疫情“重创”封测厂\n当前，马来西亚正面临新冠疫情暴发以来最严峻的形势。\n马来西亚6月1日起实施的全面行动管制（MCO 3.0），多数产业中仅有具备高产值优势的半导体产业不受限制。\n其中，半导体封装测试通常是指将通过测试的晶圆按照产品型号及功能需求加工得到独立芯片的过程，东南亚地区占全球27%的半导体封测产业份额，而马来西亚在全球占比高达13%。随着疫情的加重，部分工厂的关闭对于产能紧张的封测产业链而言无疑是雪上加霜。\n英飞凌在本月初发出预警，受到马来西亚疫情影响，本季车用晶片、工业电力控制晶片产量仍维持在上季水平。英飞凌CEO普洛斯表示：“在供应吃紧的情况下，任何类似马来西亚这样因疫情而追加的限制只会更加打击生产。我们正尽全力提升整体价值链。”\n全球封测龙头日月光COO吴玉田也在7月底的财报会议上预计，封测行业最早的供需平衡会在2023年的某个时候，该公司可能会继续提高整个产品线的价格。他透露，很多客户将长期服务协议从 2022 年延长到 2023 年。\n安靠总裁兼首席执行官Giel Rutten也表示，在当前的市场条件下，与客户达成的多项协议超出了此前的常规协议，包括预付款等，“客户愿意支持这些不断变化的商业条款并与我们合作”。\nGiel Rutten提到，目前在供应链方面遇到挑战，一方面，设备交货时间延期，“我们看到新设备的交货时间从过去六到八个月到现在翻了一番。”另一方面，材料供应，基板和引线框架面临更大挑战。\n7月30日，意法半导体总裁兼首席执行官Jean-Marc Chery在2021年第二季度财报会上表示，新冠肺炎疫情仍然是世界面临的挑战。在第二季度，在新变种病毒的传播下，该公司位于印度和马来西亚的工厂运营受到影响，并暂时关闭位于马来西亚的封装厂。\n意法半导体CFO Lorenzo Grandi表示，马来西亚工厂停工将对第三季度收入造成影响，“工厂关闭肯定会对我们为客户提供服务的能力产生影响。”他表示，这也将拉高产品价格。\n波及的不只汽车产业链\n最近两周时间，泰国、马来西亚、印度尼西亚、越南等国几乎都以日增超2万例确诊病例的速度蔓延疫情，这些地区的制造业纷纷瘫痪，进而影响半导体以及汽车商品的全球供应。\n博世内部人士则对记者表示，目前“缺芯”的状况十分夸张。\n何小鹏此前在接受第一财经采访时表示：“我们跟境内外都在合作，一辆车现在有差不多1700颗芯片，需要非常多的芯片。”即使在芯片上有许多合作商，但何小鹏对当前的情况并不持乐观的态度，他在朋友圈中提到，对于汽车供应链来说，2021年8月可能是2020年疫情以来最有挑战的一个月，其理由是继电芯、芯片短缺之后，多地疫情又暴发将增加供应链的压力。\n根据AutoForecast Solutions的数据，截至8月9日，全球范围内因芯片短缺导致的汽车产量损失已达585.3万辆，其中北美和欧洲地区损失最大，分别为187.4万辆和174.6万辆，其次是中国，达112.2万辆。AutoForecast Solutions预测，全球全年汽车产量最终损失可能会进一步上升到700万辆。\n不仅仅是汽车产业链，多个行业将会受到马来疫情的持续冲击，手机等消费电子产业首当其冲。\n第三季度，苹果将推出新品，iPhone与Macbook Pro的MLCC主要供应商村田、太阳诱电与京瓷将在第三至第四季度逐渐迎来需求高峰，但受到马来西亚政府延长全国行动管制（MCO3.0）影响，全球被动元件（MLCC）市场供货将面临挑战。\n最常见的被动元件有电阻、电容、电感、变压器等。据记者了解，在马来西亚设厂的被动组件公司包含了电阻厂商华新科、旺诠，电感、MLCC厂商村田，铝电厂商Nichicon、NipponChemicon，固态电容厂商Panasonic等。在去年3月，马来西亚首次因新冠疫情而封国，上述被动器件产线的停工造成了当时市场价格的剧烈波动。\n根据TrendForce集邦咨询调查，目前高端MLCC最为吃紧，主要紧缺品项对应的终端产品包含手机、笔电、网通、服务器及5G基站。在部分MLCC将可能无法顺利出货的压力下，ODM厂后续整机出货恐将受冲击。\n从产能来看，包括MLCC日厂太阳诱电 、石英晶体（Crystal）日厂NDK & Epson、电解电容大厂日本松下、芯片电阻（R-Chip）厂华新科技等，在当地的生产和货运排程皆持续受阻。尽管太阳诱电于马来西亚的厂房已于6月14日复工，并依当地政府规定调配60%的出勤人力，使其产能稼动率逐渐恢复至80%，然受到7月延长管制影响，整体产能应无法再往上突破。\n值得注意的是，旺诠在马来西亚厂的月产能约有150～170亿颗，华新科技在该地产能为150～160亿颗，仅仅是这两家企业位于马来西亚的电阻产能就占据了全球7.5％的份额。\n集邦咨询表示，目前6月起各供应商的中、低端MLCC库存已回升至60天的安全水位，然日厂的高端MLCC库存仍低于30天。在马来西亚封城管制持续延长的压力下，其他在日本设厂的业者如村田制所、京瓷与韩国三星将因此成为此波转单效应中的受惠者。","news_type":1,"symbols_score_info":{"159813":0.9,"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838075201,"gmtCreate":1629361929403,"gmtModify":1631889305924,"author":{"id":"3585982655057521","authorId":"3585982655057521","name":"家学曹","avatar":"https://static.tigerbbs.com/0788bf0a88e8edc25921e1d7c24b6c0b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585982655057521","idStr":"3585982655057521"},"themes":[],"htmlText":"<a 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href=https://finance.sina.com.cn/stock/hkstock/2021-08-12/doc-ikqcfncc2413138.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月12日，华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/2021-08-12/doc-ikqcfncc2413138.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"01347":"华虹半导体"},"source_url":"https://finance.sina.com.cn/stock/hkstock/2021-08-12/doc-ikqcfncc2413138.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2158237844","content_text":"8月12日，华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"01347":1}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895648276,"gmtCreate":1628742440795,"gmtModify":1633689831397,"author":{"id":"3585982655057521","authorId":"3585982655057521","name":"家学曹","avatar":"https://static.tigerbbs.com/0788bf0a88e8edc25921e1d7c24b6c0b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585982655057521","idStr":"3585982655057521"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895648276","repostId":"2158378422","repostType":2,"repost":{"id":"2158378422","kind":"highlight","pubTimestamp":1628741640,"share":"https://ttm.financial/m/news/2158378422?lang=&edition=full","pubTime":"2021-08-12 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src=\"https://static.tigerbbs.com/e196df68ba7072b0b8971a7078b6b3c1\" tg-width=\"980\" tg-height=\"438\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155046075","content_text":"滴滴回应被下架和严重违法违规收集使用个人信息\n滴滴坚决落实国家有关部门的相关要求，已于7月3日暂停新用户注册，滴滴出行App将严格按照有关部门的要求下架整改。已下载滴滴App的用户可正常使用，乘客的出行和司机师傅的接单不受影响。真诚感谢主管部门指导滴滴排查风险，我们将认真整改，不断提升风险防范意识和技术能力，持续保护用户隐私和数据安全，防范网络安全风险，持续为用户提供安全便捷的服务。国家网信办：下架“滴滴出行”App\n网信中国发布关于下架“滴滴出行”App的通报，根据举报，经检测核实，“滴滴出行”App存在严重违法违规收集使用个人信息问题。国家互联网信息办公室依据《中华人民共和国网络安全法》相关规定，通知应用商店下架“滴滴出行”App，要求滴滴出行科技有限公司严格按照法律要求，参照国家有关标准，认真整改存在的问题，切实保障广大用户个人信息安全。","news_type":1,"symbols_score_info":{"DIDI":0.9}},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549480766038176","authorId":"3549480766038176","name":"纽约华人雷只做啊甘投资法","avatar":"https://static.tigerbbs.com/c1a8428715fa0fedab828700a8f47240","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549480766038176","authorIdStr":"3549480766038176"},"content":"你懂上市吗？滴滴营收是亏钱的.中国上市的企业要连续3年营收是正的为第一要点.为什么我知道因为我之前的公司就想在中国上市被拒绝了！","text":"你懂上市吗？滴滴营收是亏钱的.中国上市的企业要连续3年营收是正的为第一要点.为什么我知道因为我之前的公司就想在中国上市被拒绝了！","html":"你懂上市吗？滴滴营收是亏钱的.中国上市的企业要连续3年营收是正的为第一要点.为什么我知道因为我之前的公司就想在中国上市被拒绝了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883405703,"gmtCreate":1631261467702,"gmtModify":1631889305906,"author":{"id":"3585982655057521","authorId":"3585982655057521","name":"家学曹","avatar":"https://static.tigerbbs.com/0788bf0a88e8edc25921e1d7c24b6c0b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585982655057521","authorIdStr":"3585982655057521"},"themes":[],"htmlText":"<a 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src=\"https://static.tigerbbs.com/e196df68ba7072b0b8971a7078b6b3c1\" tg-width=\"980\" tg-height=\"438\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马来疫情致博世部分芯片8月后断供，小鹏汽车“喊苦”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 07:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马来西亚是全球半导体供应链中的封测生产重镇和被动元件生产国，但在疫情发酵下，部分芯片厂“瘫痪”，加剧了“缺芯”问题。\n8月17日，博世（中国）投资有限公司执行副总裁徐大全在朋友圈写道，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前关厂数周后，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后期基本处于...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://finance.sina.com.cn/roll/2021-08-19/doc-ikqcfncc3666204.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2160302207","content_text":"马来西亚是全球半导体供应链中的封测生产重镇和被动元件生产国，但在疫情发酵下，部分芯片厂“瘫痪”，加剧了“缺芯”问题。\n8月17日，博世（中国）投资有限公司执行副总裁徐大全在朋友圈写道，由于马来西亚疫情日趋严重，某半导体芯片供应商的马来西亚Muar工厂继之前关厂数周后，再度被当地政府要求关闭部分生产线至8月21日，这将导致博世ESP/IPB、VCU、TCU等芯片受到直接影响，预计8月份后期基本处于断供状态。而Muar工厂受波及的员工有3000多人。\n徐大全当天晚间向记者证实了上述消息，某半导体芯片供应商为意法半导体。随后，第一财经致电意法半导体中国区高层，对方表示无法估计（影响），但对于细节表示不愿意接受采访。\n记者留意到，小鹏汽车创始人何小鹏在转发上述马来疫情时评论道，“抽芯断供供更苦，举杯销愁愁更愁。”小米创始人雷军则以一个“唉”字留言评论。\n据悉，马来西亚目前有超过50家半导体厂在当地设厂，其中不乏英特尔、英飞凌、意法半导体、恩智浦、德州仪器、安森美等国际半导体巨头，当地封测产能约占全球封测产能的13%。另一方面，车用MLCC、芯片电阻、固态电容、铝质电容等芯片产能均将受到不同程度的冲击。\n马来疫情“重创”封测厂\n当前，马来西亚正面临新冠疫情暴发以来最严峻的形势。\n马来西亚6月1日起实施的全面行动管制（MCO 3.0），多数产业中仅有具备高产值优势的半导体产业不受限制。\n其中，半导体封装测试通常是指将通过测试的晶圆按照产品型号及功能需求加工得到独立芯片的过程，东南亚地区占全球27%的半导体封测产业份额，而马来西亚在全球占比高达13%。随着疫情的加重，部分工厂的关闭对于产能紧张的封测产业链而言无疑是雪上加霜。\n英飞凌在本月初发出预警，受到马来西亚疫情影响，本季车用晶片、工业电力控制晶片产量仍维持在上季水平。英飞凌CEO普洛斯表示：“在供应吃紧的情况下，任何类似马来西亚这样因疫情而追加的限制只会更加打击生产。我们正尽全力提升整体价值链。”\n全球封测龙头日月光COO吴玉田也在7月底的财报会议上预计，封测行业最早的供需平衡会在2023年的某个时候，该公司可能会继续提高整个产品线的价格。他透露，很多客户将长期服务协议从 2022 年延长到 2023 年。\n安靠总裁兼首席执行官Giel Rutten也表示，在当前的市场条件下，与客户达成的多项协议超出了此前的常规协议，包括预付款等，“客户愿意支持这些不断变化的商业条款并与我们合作”。\nGiel Rutten提到，目前在供应链方面遇到挑战，一方面，设备交货时间延期，“我们看到新设备的交货时间从过去六到八个月到现在翻了一番。”另一方面，材料供应，基板和引线框架面临更大挑战。\n7月30日，意法半导体总裁兼首席执行官Jean-Marc Chery在2021年第二季度财报会上表示，新冠肺炎疫情仍然是世界面临的挑战。在第二季度，在新变种病毒的传播下，该公司位于印度和马来西亚的工厂运营受到影响，并暂时关闭位于马来西亚的封装厂。\n意法半导体CFO Lorenzo Grandi表示，马来西亚工厂停工将对第三季度收入造成影响，“工厂关闭肯定会对我们为客户提供服务的能力产生影响。”他表示，这也将拉高产品价格。\n波及的不只汽车产业链\n最近两周时间，泰国、马来西亚、印度尼西亚、越南等国几乎都以日增超2万例确诊病例的速度蔓延疫情，这些地区的制造业纷纷瘫痪，进而影响半导体以及汽车商品的全球供应。\n博世内部人士则对记者表示，目前“缺芯”的状况十分夸张。\n何小鹏此前在接受第一财经采访时表示：“我们跟境内外都在合作，一辆车现在有差不多1700颗芯片，需要非常多的芯片。”即使在芯片上有许多合作商，但何小鹏对当前的情况并不持乐观的态度，他在朋友圈中提到，对于汽车供应链来说，2021年8月可能是2020年疫情以来最有挑战的一个月，其理由是继电芯、芯片短缺之后，多地疫情又暴发将增加供应链的压力。\n根据AutoForecast Solutions的数据，截至8月9日，全球范围内因芯片短缺导致的汽车产量损失已达585.3万辆，其中北美和欧洲地区损失最大，分别为187.4万辆和174.6万辆，其次是中国，达112.2万辆。AutoForecast Solutions预测，全球全年汽车产量最终损失可能会进一步上升到700万辆。\n不仅仅是汽车产业链，多个行业将会受到马来疫情的持续冲击，手机等消费电子产业首当其冲。\n第三季度，苹果将推出新品，iPhone与Macbook Pro的MLCC主要供应商村田、太阳诱电与京瓷将在第三至第四季度逐渐迎来需求高峰，但受到马来西亚政府延长全国行动管制（MCO3.0）影响，全球被动元件（MLCC）市场供货将面临挑战。\n最常见的被动元件有电阻、电容、电感、变压器等。据记者了解，在马来西亚设厂的被动组件公司包含了电阻厂商华新科、旺诠，电感、MLCC厂商村田，铝电厂商Nichicon、NipponChemicon，固态电容厂商Panasonic等。在去年3月，马来西亚首次因新冠疫情而封国，上述被动器件产线的停工造成了当时市场价格的剧烈波动。\n根据TrendForce集邦咨询调查，目前高端MLCC最为吃紧，主要紧缺品项对应的终端产品包含手机、笔电、网通、服务器及5G基站。在部分MLCC将可能无法顺利出货的压力下，ODM厂后续整机出货恐将受冲击。\n从产能来看，包括MLCC日厂太阳诱电 、石英晶体（Crystal）日厂NDK & Epson、电解电容大厂日本松下、芯片电阻（R-Chip）厂华新科技等，在当地的生产和货运排程皆持续受阻。尽管太阳诱电于马来西亚的厂房已于6月14日复工，并依当地政府规定调配60%的出勤人力，使其产能稼动率逐渐恢复至80%，然受到7月延长管制影响，整体产能应无法再往上突破。\n值得注意的是，旺诠在马来西亚厂的月产能约有150～170亿颗，华新科技在该地产能为150～160亿颗，仅仅是这两家企业位于马来西亚的电阻产能就占据了全球7.5％的份额。\n集邦咨询表示，目前6月起各供应商的中、低端MLCC库存已回升至60天的安全水位，然日厂的高端MLCC库存仍低于30天。在马来西亚封城管制持续延长的压力下，其他在日本设厂的业者如村田制所、京瓷与韩国三星将因此成为此波转单效应中的受惠者。","news_type":1,"symbols_score_info":{"159813":0.9,"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895642982,"gmtCreate":1628742552046,"gmtModify":1631889305933,"author":{"id":"3585982655057521","authorId":"3585982655057521","name":"家学曹","avatar":"https://static.tigerbbs.com/0788bf0a88e8edc25921e1d7c24b6c0b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585982655057521","authorIdStr":"3585982655057521"},"themes":[],"htmlText":"下一季番3倍🤣","listText":"下一季番3倍🤣","text":"下一季番3倍🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895642982","repostId":"2158237844","repostType":2,"repost":{"id":"2158237844","kind":"highlight","pubTimestamp":1628741788,"share":"https://ttm.financial/m/news/2158237844?lang=&edition=full","pubTime":"2021-08-12 12:16","market":"hk","language":"zh","title":"华虹半导体：第二季度净利润4408.2万美元 去年同期1782.6万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2158237844","media":"新浪财经","summary":"8月12日，华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p>　　8月12日，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。</p>\n<div>\n<span>股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://finance.sina.com.cn/stock/hkstock/2021-08-12/doc-ikqcfncc2413138.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月12日，华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/2021-08-12/doc-ikqcfncc2413138.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"01347":"华虹半导体"},"source_url":"https://finance.sina.com.cn/stock/hkstock/2021-08-12/doc-ikqcfncc2413138.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2158237844","content_text":"8月12日，华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。\n\n股民福利！金牛、茅台、手机……任务“豪”礼，等你来拿>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"01347":1}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895648276,"gmtCreate":1628742440795,"gmtModify":1633689831397,"author":{"id":"3585982655057521","authorId":"3585982655057521","name":"家学曹","avatar":"https://static.tigerbbs.com/0788bf0a88e8edc25921e1d7c24b6c0b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585982655057521","authorIdStr":"3585982655057521"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895648276","repostId":"2158378422","repostType":2,"repost":{"id":"2158378422","kind":"highlight","pubTimestamp":1628741640,"share":"https://ttm.financial/m/news/2158378422?lang=&edition=full","pubTime":"2021-08-12 12:14","market":"hk","language":"zh","title":"华虹半导体：第二季度净利润4408.2万美元 去年同期1782.6万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2158378422","media":"界面新闻","summary":"【华虹半导体：第二季度净利润4408.2万美元 去年同期1782.6万美元】华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。","content":"<div>\n<p>华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。（文章来源：界面新闻）</p>\n\n<a href=\"http://hk.eastmoney.com/a/202108122043020443_0.html\">Web Link</a>\n\n</div>\n","source":"eastmoney_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华虹半导体：第二季度净利润4408.2万美元 去年同期1782.6万美元</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com///dfscdn.dfcfw.com/download/D25037575497272591213.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"01347":"华虹半导体"},"source_url":"http://hk.eastmoney.com/a/202108122043020443_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158378422","content_text":"华虹半导体在港交所公告，第二季度营收3.46亿美元，去年同期2.25亿美元，净利润4408.2万美元，去年同期1782.6万美元，每股盈利0.033美元，去年同期0.014美元。（文章来源：界面新闻）","news_type":1,"symbols_score_info":{"01347":1}},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895878558,"gmtCreate":1628735859074,"gmtModify":1631889032553,"author":{"id":"3585982655057521","authorId":"3585982655057521","name":"家学曹","avatar":"https://static.tigerbbs.com/0788bf0a88e8edc25921e1d7c24b6c0b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585982655057521","authorIdStr":"3585982655057521"},"themes":[],"htmlText":"<a 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