TWS耳機概念午後持續走強 漫步者(002351.SZ)7天5板
格隆匯11月4日丨TWS耳機概念午後持續走強,漫步者再度漲停,現7天5漲停走勢;歌爾股份漲超6%,聖邦股份、欣旺達、韋爾股份等跟隨走高。

TWS是英文True Wireless Stereo的縮寫,即真正無線立體聲的意思,TWS技術同樣也是基於藍牙芯片技術的發展。TWS技術運用到了藍牙耳機領域,因此也催生了一個新的產品-TWS藍牙耳機。
有機構預計,到2020年,全球無線耳機市場預計將達到1.29億隻;到2021年,全球無線耳機市場規模預計將達到270億美元。而我國的TWS耳機出貨量連續多個季度同比增速超過100%。
國信證券指出,漫步者是TWS產業鏈中位數不多具有自主品牌和核心技術能力的公司。伴隨着TWS產業的爆發,公司業績增速逐季加速,有望迎來新一輪成長期。
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