A股異動丨萬順新材漲逾5% 各大廠商積極佈局摺疊屏手機
格隆匯12月6日丨萬順新材(300057.SZ)漲逾5%,報5.96元,總市值40億元。今年以來,各大手機廠商都在積極佈局摺疊屏手機。三星Galaxy Fold於今年11月8日在國內上市,而這個時間點恰恰搶在華為Mate X發售之前。另外,聯想也高調入局,今年11月15日,就在華為Mate X開售時,聯想在國內發佈摩托羅拉Razr摺疊屏手機。華泰證券認為,在三星、LG、京東方A、維信諾等面板大廠柔性OLED產能釋放的支撐下,3C顯示正突破此前物理體積對顯示屏尺寸的限制,邁入摺疊顯示時代。萬順新材的ITO導電膜二期擴建項目第一條生產線、第二條生產線(雙線產能)、第三條生產線(有效寬幅可達1570mm)已投產,ITO導電膜可應用於柔性OLED作為電極。公司開發的高阻隔膜產品處於OLED客户送樣階段,公司開發的另一款超低電阻ITO導電膜可以應用於柔性顯示器。
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