Huaqiang North Japanese component is a daily price "self speculators" is the promoter

In the electronic city of Shenzhen Huaqiang North, China's largest wholesale electronic components wholesale market, it can clearly feel the joy of the company's unconsciousness. From the earthquake on March 11 in Japan, the sales price of “Japanese” electronic components that they purchased at parity before the earthquake increased at a rate of one day at a time.

The highest single product rose up to 150%

According to the new "Huaqiangbei China Electronics Market Price Index" issued by Shenzhen Huaqiangbei Electronic Market Price Index Co., Ltd., during the week from March 14 to March 21, the Huaqiangbei Electronic Market Composite Index rose by 4.53%. , Breaking 100 points, the largest increase in three years, including electronic components index rose 7.87%.

Wu Bo, director of data operations of the company, said in an interview with the reporter of the “First Financial Daily” that from the current situation, the entire electronic original parts of Huaqiang North “when they are related to Japan, the prices have skyrocketed”, according to He observed that from the day after the earthquake to yesterday, the average cumulative increase of "Japanese" electronic original parts was about 20%.

In the report of an increase in the number of electronic components won by the reporter, the top three of the individual product gains last week were swept by three different types of amplifiers of the Japanese Radio (JRC), which both exceeded the original price and doubled, making it the most powerful one. The model even reached 1.5 times the price before the earthquake. Followed by Toshiba's several power circuits, an increase of about 90%, a Toshiba semiconductor transistor prices have doubled.

Not all prices "explode" are Japanese-backed, and US SST, Spansion's flash memory, Samsung's capacitors and other products have also maintained an increase of more than 60%.

Regarding why non-"Japanese" components also come under increasing tides, Wu Bo said that the first rise after the earthquake was indeed a Japanese component represented by Toshiba. However, brands such as SST and Samsung also followed the trend. The supply of these two non-Japanese components has basically not been affected by the earthquake.

"Self speculators" are the promoters of the "Japanese" component price "sequential jump." People's first reaction will be that after the earthquake, Japan's factory facilities were damaged, power was insufficient, and transportation was not restored, resulting in tight supply, but when reporters were When Huaqiang North Electronic Market randomly asked several electronic merchants, they all said that they could guarantee "sufficient supply," and said that after the earthquake, the sales volume was the same as usual, and there was no sharp increase in market demand.

Wu Bo, who has been in the electronic technology industry for more than a decade, explained that the practice of the electronic components industry is that the entire industry maintains 83 days of product inventory, that is, the factory warehouse reserves 30 days of inventory, the supplier reserves 30 days of inventory, and takes over the retailer's own reserves 23 Day inventory. "Inventory after 83 days after the earthquake is enough to support the downstream companies to find another alternative component supplier." He said, so many companies that have orders with Japanese chip makers are not particularly nervous.

Wu Bo believes that the sudden increase in market price after this round of earthquakes is largely the result of the operation of speculators. "This industry has always been the world of speculators." A simple example is that on Friday, a flash memory in Huaqiangbei was 7.9 yuan in the morning, dropped to 3.8 yuan at noon, and rose to 5.5 yuan at the close. It can be seen that many buyers in the market are actually speculators, and “generally all are Fry yourself."

Wu Bo divided these “self speculators” into three categories: the original manufacturer, the second supplier, and the third, the small retail companies in the electronic market. Each time a circulation program is used, the price will be increased by one round. "Self-fighting" is not without precedent in the industry.

Regarding the future direction, Wu Bo believes that after three consecutive days of rising after the earthquake, the prices of electronic components have been pulled back on Thursday and Friday, and the rising prices have almost ended. Now it is basically a reasonable price, and the future will be Vibrate around this price point.

What are the impacts of Japanese earthquake on Japanese electronic components industry? There is no reliable digital assessment result yet. This reporter received an assessment report on the influence of a global top 500 Japanese electronics electronics company in Shenzhen Global Procurement Office on its own company in Japan. The report shows that Japanese-funded companies were affected by factories in Iwate Prefecture, Sendai Prefecture, and other places. Some products “may not be eliminated after half a year,” and more products are affected by three or four months. In addition, in the column of impact reasons, most of them indicate “electricity”. It is understood that the current power system in Japan is not completely restored.

Due to the large number of Japanese-funded companies that are affected by the earthquake like this Fortune 500 company, companies that originally purchased "Japanese-made" components also began to look for alternatives that are not "Japanese".

It is widely expected in the industry that the impact of Japan’s earthquake on the electronic components market will show up at the end of the second quarter. When the inventory is basically consumed, Wu Bo also expects that non-Japanese compatible replacement components may be The next wave of electronics market players, domestic companies, and European and American companies, South Korea and other electronic components companies have the opportunity to share a slice of Japan's difficult times.