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A股異動 | 風華高科漲停 被動元件庫存吃緊價格大漲
格隆匯 02-24 15:01
格隆匯2月24日丨風華高科(000636.SZ)漲停,報24.64元,總市值220.6億元。被動元件大廠國巨位於蘇州、東莞生產基地復工,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。風華高科從事的主要業務為:研製、生產、銷售電子元器件、電子材料等。主營產品為電子元器件系列產品,包括MLCC、片式電阻器、片式電感器、陶瓷濾波器、半導體器件、厚膜集成電路、壓敏電阻、熱敏電阻、鋁電解電容器、圓片電容器、集成電路封裝、軟性印刷線路板等,產品廣泛應用於包括消費電子、通訊、計算機及智能終端、汽車電子、電力及工業控制、軍工及醫療等領域。
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