A股異動丨上海天洋漲停 VCM馬達膠水應用於主流手機產商
格隆匯12月6日丨上海天洋(603330.SH)漲停,報15.06元,總市值16.45億元。

隨着多攝像頭和超高像素在智能手機產品上進一步普及,使得終端對產業鏈的高端產品需求也持續擴大。從供應鏈得知,眼下不僅高端CIS芯片產能緊張,出現同樣情況的還包括高端光學鏡頭和SMA(記憶金屬)VCM馬達。光學鏡頭的玻璃數量增加,使得產品需要用SMA馬達和滾珠式馬達(balltype)才能推動這些鏡頭。但是兩類產品廠商良率提升緩慢,供應出現短缺。另外,高像素的產品大範圍普及對7P鏡頭的需求也快速擴大,但高端鏡頭量產良率提升同樣面臨問題,這是導致目前高端鏡頭產能緊張的主因。上海天洋此前在上證e互動介紹,VCM馬達的膠水現在主要用在OPPO vivo和小米等手機。公司目前VCM客户中,有少部分VCM馬達用於華為產品。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.