A股異動丨勝宏科技漲逾4% 覆銅板大廠宣佈提價 5G助力未來需求快速增長
格隆匯12月19日丨勝宏科技(300476.SZ)漲逾4%,報17.12元,總市值133.39億元。12月11日,一家大型覆銅板生產企業發出漲價通知,漲價原因為覆銅板原料長期維持高位,工廠生產成本居高不下。作為PCB上游產業,覆銅板行業集中度高,受環保去產能影響,行業集中度仍在提升,對下游議價能力較強。5G基站建設數量的提升將帶動高頻高速覆銅板及PCB需求的爆發。勝宏科技是高密度印製線路板廠商,主營高密度印製線路板的研發、生產和銷售,主要產品為雙面板、多層板(含HDI)等,產品廣泛用於計算機及其周邊、網絡通訊、消費電子、汽車、LED、工業控制等下游領域。年報業績預期較好,被市場資金關注。
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