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京東方A逼近漲停 TCL科技大漲超6% LCD面臨長期拐點
格隆匯 06-08 09:51
格隆匯6月8日丨面板板塊普漲,其中,京東方A逼近漲停,TCL科技漲超6%,東山精密、深天馬A、三安光電等跟漲。機構報告指出,由於疫情導致面板價格持續下跌,面板廠虧損加據,韓廠加快了退出的節奏,三星顯示宣佈將在年內關閉韓國本土的全部LCD產能,並從9月份開始關廠動作。三星韓國本土的LCD產能佔全球12%左右,預計原本屬於三星顯示的訂單將從Q3開始轉向大陸面板廠,將驅動面板價格企穩回升,LCD面臨長期拐點。

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