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"content": "<p>台湾家电产业近期面临铜、塑胶粒等原物料以及物流运费齐扬的沉重成本压力，家电品牌厂与通路商纷纷启动价格调整机制，包括声宝(1604-TW)与灿坤(2430-TW)皆提出将会有涨价潮，且在加上经济部修订2027年即将上路的新版能源效率制度大幅拉高门槛，整体市场正迎来一波因应涨价与政策换轨的提前汰旧换新商机。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6620771/l/44e4adef96bec8678927f9d0b6a3ea3a.jpg\" alt=\"成本压力难挡家电业迎涨价 业者瞄准2027年新能效标准抢攻换机商机\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>针对产品价格调幅与成本结构，声宝说明虽然民生买气偏向保守，但源头原物料上涨已使业者难以承受，市场普遍预期一般冰箱与洗衣机产品涨幅落在3%至5%左右，其中受记忆体价格大涨影响，液晶电视成为成本反映最为明显的主力品项。</p>\n\n<p>通路龙头灿坤也在今年稍早指出，空调与冰箱本体价格约上涨1000至3000元，空调安装因铜管等原料走扬导致超出标准安装费用增加20%至30%，中东战事亦带动塑胶原料紧绷，使风扇等小家电也面临量缩价扬的压力。</p>\n\n<p>面对生产端成本上升与供给端价格调涨，各大家电业者积极转向节能政策红利寻求突破口。由于经济部修订冰箱能源效率分级标准与检验要求，2027年起能效门槛将大幅提高，促使通路与品牌提前启动布局。</p>\n\n<p>灿坤率先携手国际一线品牌祭出一级能效冰箱与洗衣机8折起优惠，并搭配政府最高5000元的节能补助与货物税减征，期望在政策过渡期扩大市占率并催化新一波汰换买气。</p>\n\n<p>品牌厂亦全力将核心产品线朝高能效与高毛利规格推动。三洋电(1614-TW)指出，随着全台用电量攀升与能源基准调升，全系列空调与冰箱已全面符合一级能效，积极瞄准未来的节能换机潮。</p>\n\n<p>禾联硕(5283-TW)则在完成董事改选后确立未来三年落实本业转型，聚焦开发高附加价值与高毛利产品，空调设备年销维持20多万台，并透过副品牌山田家电扩大市场渗透率。</p>\n\n<p>在大环境面临通膨、原物料成本垫高与消费保守等多重拉锯下，台湾家电市场逐步走向高规格节能刚性需求的竞争格局。业者透过加速清理旧规库存、切入2027新能效一级标准机型，并搭配资产活化与多元通路布局，力求在涨价潮与政策转型期中稳固获利韧性。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-12501.html\" title=\"金控超级法说周登场！外资却倒货金融股 改买这2档主动式ETF\">金控超级法说周登场！外资却倒货金融股 改买这2档主动式ETF</a></li>\n <li><a href=\"/new/tw/article-9967.html\" title=\"营收速报 - 宇瞻(8271)7月营收27.91亿元年增率高达164.99％\">营收速报 - 宇瞻(8271)7月营收27.91亿元年增率高达164.99％</a></li>\n <li><a href=\"/new/tw/article-5152.html\" title=\"营收速报 - 海悦(2348)6月营收14.98亿元年增率高达247.66％\">营收速报 - 海悦(2348)6月营收14.98亿元年增率高达247.66％</a></li>\n <li><a href=\"/new/tw/article-13749.html\" title=\"营收速报 - 信邦(3023)8月营收32.81亿元年增率高达32.47％\">营收速报 - 信邦(3023)8月营收32.81亿元年增率高达32.47％</a></li>\n <li><a href=\"/new/tw/article-13081.html\" title=\"〈兆丰金法说〉不排除Fed年底升息！看下半年经济「前高后低」台币31至33元区间震荡\">〈兆丰金法说〉不排除Fed年底升息！看下半年经济「前高后低」台币31至33元区间震荡</a></li>\n <li><a href=\"/new/tw/article-11378.html\" title=\"群创Q2纯益创近6季高EPS0.57 元 上半年每股赚0.77元\">群创Q2纯益创近6季高EPS0.57 元 上半年每股赚0.77元</a></li>\n </ul>\n</div>",
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