Nan Ya

7 atoms · 跨 2 天 · 首见 2026-06-10 · 最近 2026-06-19

三色: 🟦 fact 5 · 🟥 take 2 · stance ▲3/▼0/◆1

来源: X 7

时态: fresh:7

标签: 好数字:6 · 好观点:1

叙事 (narrative) (1)

• 2026-06-19 · NVIDIA supply chain lock-up indication
  Some market observers suggest that Nan Ya's relevant capacity has effectively already been locked up by the NVIDIA supply chain
  tags: 好观点 · → daily

预测 (forecast) (1)

• 2026-06-19 · electronic materials segment revenue share forecast
  he explained that the revenue share of the electronic materials segment could expand further to as much as 60% going forward
  tags: 好数字 · → daily
  value: qty=60% · direction=up

事实 (fact) (5)

• 2026-06-19 · E glass price hike by Kingboard
  the price of glass fiber E glass raw material will be raised by 15% starting this week
  tags: 好数字 · → daily
  value: qty=15% · direction=up
• 2026-06-19 · capacity utilization
  Nan Ya's capacity has now reached full utilization
  tags: 好数字 · → daily
  value: qty=full
• 2026-06-19 · utilization rate near full capacity for epoxy, glass fiber cloth, yarn
  driven by strong AI demand, utilization rates for epoxy resin, glass fiber cloth, and glass fiber yarn have now approached nearly full capacity
  tags: 好数字 · → daily
• 2026-06-19 · CCL and copper foil utilization level
  Overall utilization of CCL and copper foil has also reached the 80 to 90% level
  tags: 好数字 · → daily
  value: qty=80 to 90%
• 2026-06-10 · 营收
  Nan Ya growing revenue month-over-month
  tags: 好数字 · → daily
  value: direction=MoM increase

时间轴 (近 20)

• 2026-06-19 · fact · E glass price hike by Kingboard · → daily
• 2026-06-19 · fact · capacity utilization · → daily
• 2026-06-19 · narrative · NVIDIA supply chain lock-up indication · → daily
• 2026-06-19 · fact · utilization rate near full capacity for epoxy, glass fiber c · → daily
• 2026-06-19 · fact · CCL and copper foil utilization level · → daily
• 2026-06-19 · forecast · electronic materials segment revenue share forecast · → daily
• 2026-06-10 · fact · 营收 · → daily

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