A股異動丨正業科技漲逾5% 5G來臨 PCB行業高景氣
格隆匯12月27日丨正業科技(300410.SZ)漲逾5%,報8.55元,總市值32.6億元。

一家大型覆銅板生產企業日前發出漲價通知,即日起對所有材料銷售價格調整如下:FR-4(40*48)漲10元/張,CEM-1/22F(40*48)漲5元/張,PP(150米)漲100元/卷。年內掀起的數次漲價潮反映出行情的高景氣度以及龍頭企業的議價能力。從產業層面來看,印刷電路板(PCB)是電子元器件電氣連接的提供者,通訊電子、家電、消費電子已成為PCB前三大應用領域。而覆銅板是做PCB的基本材料。因此,覆銅板行業的景氣度和這三大行業的景氣度密切相關。機構測算,5G基站2020年將啟動大規模建設,高頻材料需求是4G十餘倍,將刺激覆銅板需求放量,預計到2022年,中國PCB產值將突破400億美元。
正業科技是國內PCB精密加工檢測設備及輔助材料的專業供應商,主要從事PCB精密加工檢測設備及輔助材料的研發、生產、銷售和服務,擁有精密加工檢測設備及輔助材料等兩大系列產品。
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