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光刻膠板塊領漲A股 容大感光(300576.SZ)一字漲停
格隆匯 03-17 09:38
格隆匯3月17日丨隔夜外圍暴跌,但今早A股三大指數走出獨立行情紛紛高開,其中,光刻膠板塊領漲,個股方面,容大感光漲停,南大光電、晶瑞股份、飛凱材料、廣信材料和江化微等均有明顯漲幅。有行業分析報告指出,光刻膠生產需要具備光化學、有機合成、高分子合成、精製提純、微量分析、性能評價等技術,具有極高的技術壁壘,目前全球LCD光刻膠市場主要由日韓企業把持。但隨着LCD產業中心的轉移,疊加材料國產化的大趨勢,我國光刻膠由中低端向高端逐步過渡,國內廠商不斷通過內生外延,開發獲得光刻膠核心技術,逐步打破日韓企業壟斷。我國LCD光刻膠市場規模及國產化率有望逐步提升,預計2019-2023年,我國LCD光刻膠市場規模將會從40億元提升到69億元。
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