無線耳機行業爆炸式增長!漫步者(002351.SZ)15個交易日累漲107%
格隆匯11月14日丨今年無線耳機行業呈爆炸式增長,相關概念股最近集體爆發,其中,漫步者(002351.SZ)近日強勢連漲,昨日漲停後今日再度漲停,報16.42元,最新總市值97.33億元,該股最近15個交易日累漲107%。

涉及無線耳機的惠威科技最近10個股交易日累漲41%;今年10月18日上市的佳禾智能(300793.SZ)上市至今的20個交易日已累漲423%。
據拓墣產業研究院的預測,2020年全球TWS市場規模將達到110億元,19-20年行業增速分別為40.0%、46.7%。而在國內真藍牙耳機也在放量階段,根據IDC數據,2019Q2真無線佔中國耳機市場出貨量的66%,成為其重要組成部分。中國真無線耳機出貨量連續多個季度同比增速超過100%。
國信證券表示,蘋果Airpods的熱銷徹底引爆TWS耳機市場,並引領整個聲學產業鏈新一輪的成長機遇。整個TWS市場或成為未來幾年內成長性最好的賽道之一。
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