A股異動 | 利通電子漲停 OLED需求持續提升
格隆匯12月18日丨利通電子(603629.SH)漲停,報32.66元,總市值32.66億元。

隨着5G開始商用,各手機品牌大廠將在明年推出最新5G手機,且多為旗艦機種,OLED面板因搭配全面屏與屏下指紋辨識技術成熟,為旗艦機種面板首選,加上明年OLED面板採用率持續提升,相關供應商可望因此受惠商機。多位業內人士表示,面板廠股價大漲主要是兩大邏輯在發酵:一是中美貿易摩擦緩和,二是行業供需關係有望改善。此外,明年某國際大廠有望引領新一代顯示技術Micro-LED在小尺寸方面的運用,備受業界期待。另有專注於面板行業的買方人士認為,主要是三星和LG縮減產能,約佔全球產能的8%,將導致供應短缺。
利通電子主營業務為應用於液晶電視等液晶顯示領域的精密金屬結構件、電子元器件的設計、生產、銷售。
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