A股異動 | 華天科技(002185.SZ)一度升超9%創新高 將受益於CIS等元件漲價
格隆匯2月14日丨華天科技(002185.SZ)近期連續上漲,今日一度升超9%再創歷史新高。現報10.77元,漲5.18%,成交量放大至20.61億元,最新總市值295.1億元。長城證券日前稱,半導體全面復甦,公司封測環節持續受益。首次覆蓋,給與“強烈推薦”評級。公司訂單量飽滿,同時卡位CIS、國產存儲器、汽車電子等優質產品賽道。據瞭解,CIS自去年下半年就已缺貨,上半年包括索尼、三星、豪威等前三大廠雖持續增加產能,但仍無法有效滿足市場需求,CIS缺貨問題持續,上半年恐無法有效解決。
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