A股異動丨蘇州固鍀漲6.31% 被動元件庫存吃緊價格大漲
格隆匯2月14日丨蘇州固鍀(002079.SZ)漲6.31%,報14.83元,總市值108億元。

被動元件大廠國巨位於蘇州、東莞生產基地於2月10日復工,即傳出國巨擬針對分銷商、EMS客户廠自3月起調漲積層陶瓷電容(MLCC)和電阻價格的消息,漲幅將達約三成,且第二季持續看漲。對於調價消息,國巨方面表示,對價格策略不予評論。MLCC於去年第四季已出現供應吃緊,隨着新冠肺炎疫情嚴峻,位於大陸的廠區延後開工,使得指標廠生產受到影響,供給持續萎縮,各大廠庫存水位大幅下降,刺激MLCC報價走揚。據業界傳出,國巨已口頭通知客户,將調漲包括電阻、電容等產品價格,預計3月1日生效。
蘇州固鍀專注於半導體整流器件芯片、功率二極管、整流橋和IC封裝測試領域。公司已經擁有從產品設計到最終產品研發、製造的整套解決方案。
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