A股異動 | 超聲電子漲逾7% 目前復工率提高至70%
格隆匯2月17日丨超聲電子(000823.SZ)午後漲幅擴大,現報14.74元,漲7.59%,暫成交5.8億元,最新總市值79.1億元。超聲電子午間發公告稱,經公司多方努力,所籌集的醫用口罩逐步到位。目前,公司復工率提高至70%,未來公司將在全方位貫徹落實疫情防控政策的同時,努力推進復工生產工作。國金證券曾發研報指,在5G大規模商用的契機下,手機主板因芯片升級而將迎來確定性的重大變革,相關廠商顯著受益:安卓系中Anylayer主板的滲透率必將提升,供給吃緊使得大陸廠商有入場機會;蘋果系SLP全面升級,單價有望大幅提升,加之供應格局穩定,核心公司將顯著獲益。建議關注超聲電子等。
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