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A股異動丨晶振概念股走強 晶振巨頭愛普生50座工廠停工12天
格隆匯 04-22 10:16
格隆匯4月22日丨晶振概念股走強,石英股份(603688.SH)和泰晶科技(603738.SH)均漲約3%。據日經新聞,全球晶振龍頭廠精工愛普生 ( Seiko Epson )4月20日宣佈日本境內所有工廠將停工12天、停工時間段為4月25日至5月6日。根據CS&A數據,全球石英元件(諧振器、振盪器等)市場規模約30億美元左右,整體市場規模保持相對穩定。機構認為,石英晶振下游應用領域中5G基站、5G終端、TWS耳機、IoT、車載等新興應用高景氣度,出貨量同比增速較高。新興需求驅動產品升級,高頻類、小型化、温度補償類等高端晶振產品需求旺盛。大陸供應鏈上下游將一體化推動高端產品進口替代。
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