[新聞] 台積:電價調漲衝擊營運 勝於地震
原文標題:
台積:電價調漲衝擊營運 勝於地震
原文連結:
https://udn.com/news/story/7240/7908748
發布時間:
2024-4-19
記者署名:
聯合報 記者簡永祥
原文內容:
台積電昨天在法說會指出,第二季電價調漲對營運衝擊比花蓮強震還大,合計地震和電價
調漲及通膨等因素,對台積電毛利率影響數約一點三個百分點。台積電在會後澄清,近期
外界諸多評論認為政府在這次電價上漲獨厚台積電,這是很大的誤解,台積電並未受到特
別關愛,不僅去年台積電支付給台電的電費或四月調漲後的電價,都高於全國平均均價。
台積電資深副總經理暨財務長暨發言人黃仁昭表示,台積電在這次電價調整屬於漲幅最高
的百分之廿五用戶之一,雖然電價占台積電製造成本比重仍不高,台積電會致力各項節能
,保持公司競爭力。
不過,外傳政府這次電價調漲給予台積電優惠電價,黃仁昭指出這是錯誤的說法。他說,
台積電去年支付給台電的電費以及四月調漲後的電費,都高於台電公布全台均價,即使台
積電因廿四小時不斷電運轉,有相當高比重在離峰時間生產,但支付給台電的電費仍高於
全台均價。
台積電昨天公布四月調漲電價後,加計電費增加及通膨因素,對第二季毛利率影響約○點
七到○點八個百分點;至於地震將影響毛利率約○點五個百分點,主要是晶圓報廢和材料
損耗相關損失,將於第二季認列扣除保險理賠後的相關地震損失約卅億元。
台積電年報公布去年用電量逾兩百億度電,是全台用電量最大廠商,為迎合訂定二○四○
年將達到RE一百要求,台積電未來幾年,要採購數量相當龐大的綠電。
心得/評論:
台積電的電價漲幅25%
未來影響獲利不容小覷
電價大漲
連帶影響外界對於台灣各產業界的獲利估值
--
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