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A股異動 | 漫步者今年以來累漲逾1.7倍 TWS概念股迎來暴漲行情
格隆匯 11-05 10:18
格隆匯11月5日丨漫步者(002351.SZ)現報13.13元,漲5.12%,暫成交4.2億元,最新總市值77.8億元。漫步者最新披露的機構調研表示,今年三季報收入和利潤均有明顯上升,主要原因是公司前期調整生產、研發及銷售的內部流程,並且增加了對無線藍牙耳機的研發投入,抓住了此次TWS耳機大幅增長的市場契機,快速推出多款TWS系列產品。近期的利潤增長點主要來源是耳機產品,尤其是新上市的TWS耳機。值得一提的是,漫步者9月以來持續拉昇,近2個月暴漲逾105%,年初至今已累漲逾170%。據悉,今年,蘋果Airpods帶動了TWS耳機(藍牙無線耳機)市場需求爆發,出貨量由年初至今每季度都在超預期。TWS概念股迎來暴漲行情,今年以來佳禾智能、聖邦股份暴漲逾3倍,歌爾股份累漲近1.9倍,兆易創新亦大漲逾1.6倍。
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