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A股異動丨世運電路漲停 高階HDI國產替代進程加速
格隆匯 01-03 14:30
格隆匯1月3日丨世運電路(603920.SH)漲停,報23.1元,總市值94.6億元。近期,韓系廠商LG和三星在近期先後宣佈退出HDI市場。業內認為,這與國內HDI廠商的價格戰影響息息相關。隨着5G基站建設和5G手機換機潮加速,PCB產業迎來量價齊升,其中高密度多層板(HDI)在終端產品小型化需求中具有優勢,也極大地滿足了電子產品的更高性能需求。機構預測,以FPC作為主營業務、擁有SLP及高階HDI生產能力的廠商營收將迎來新增長。世運電路主營業務為各類印製電路板(PCB)的研發、生產與銷售。目前公司主導產品包括單面板、雙面板、多層板等,廣泛應用於計算機及周邊設備、消費電子、汽車電子、工業控制、醫療設備等領域。
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