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A股異動丨乾照光電漲停 台灣砷化鎵雙雄產能滿載
格隆匯 12-06 11:48
格隆匯12月6日丨乾照光電(300102.SZ)漲停,報4.85元,總市值35億元。據台灣媒體報道,台灣砷化鎵雙雄穩懋、宏捷科產能持續滿載,第4季預計優於旺季第3季,再創歷史新高,明年將優於今年。砷化鎵龍頭穩懋表示,第4季營收估季增5-7%,再創歷史新高,預計明年第2季將月產能3.6萬片提升至4.1萬片。宏捷科表示,受惠新客户加入出貨,加上機台汰換順利,產能拉昇500-1000片,第4季業績有望再攀高。宏捷科已啟動擴建新廠。乾照光電是國內最大的能夠批量生產砷化鎵太陽能電池外延片的企業,同時還着力研發生產世界最尖端的高性能砷化鎵太陽能電池,填補了該領域的國內空白,是國內僅有的幾家初步具備外延片和芯片工業化生產能力的企業。
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