A股異動丨萬潤科技漲停 蘋果導入Mini LED呼之欲出
格隆匯12月10日丨萬潤科技(002654.SZ)漲停,報4.24元,總市值37.75億元。天風國際分析師郭明錤在12月4日預測蘋果公司將推出採用Mini LED面板的產品,此消息一出,立即攪動整個面板行業。蘋果初期出貨不會太多,但是蘋果帶動的漣漪效應相當可觀,一旦其他品牌跟進導入Mini LED,將引爆商機。Yole Research數據顯示,全球Mini LED顯示設備將從2019年的3.24百萬台增長至2023年的80.7百萬台,年複合增長率高達90%。萬潤科技主要從事LED光源器件封裝、照明業務、照明工程設計及施工業務和廣告傳媒業務。公司的Mini LED已經實現小批量供貨。
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