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A股異動 | 正業科技漲停 一線PCB廠商訂單已排隊到明年4月份
格隆匯 12-03 10:33
格隆匯12月3日丨正業科技(300410.SZ)漲停,報7.89元,總市值30億元。近日,PCB廠商惠州科翰發電子發出破產公告。在產業轉移、環保高壓等影響下,PCB行業洗牌一直在進行中。與之相對的是,一線PCB廠商正享受着訂單排隊的喜悦。據業內人士透露,一線PCB廠商訂單已經排隊到明年4月。華創證券指出,受益於5G商用的加速推進,5G基站鋪設提速,帶動上游高頻、高速、多層等高端PCB放量,加之汽車電子、工控醫療等細分領域的需求新增,5G商用帶來的行業紅利期開始顯現,高頻高速PCB出現量價齊升的趨勢。正業科技是國內PCB精密加工檢測設備及輔助材料的專業供應商,主要從事PCB精密加工檢測設備及輔助材料的研發、生產、銷售和服務,擁有精密加工檢測設備及輔助材料等兩大系列產品。
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