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OLED概念板塊走強 彩虹股份(600707.SH)等3股漲停
格隆匯 12-16 10:37
格隆匯12月16日丨OLED概念板塊走強,彩虹股份、超聲電子、南大光電漲停,TCL集團漲超6%,歐菲光、京東方A等跟漲。新時代證券認為,摺疊屏作為智能終端形態創新有望成為市場關注焦在智能手機時代,圍繞顯示效果、顯示區域、顯示功能集成、攝像頭、運行效率等諸多方面進步明顯,而在形態方面沒有明顯的突破。當前智能手機行業除了5G全面商用化外,摺疊屏作為形態創新有望成為市場關注的焦點。華泰證券指出,此前三星摺疊屏手機Galaxy fold以及華為摺疊屏手機Mate X熱銷引發的市場對於摺疊屏終端的關注。該機構認為,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,針對“柔性OLED+鉸鏈”這一趨勢性創新方向。
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