You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
光刻膠板塊走強 江化微拉昇封板
格隆匯 07-10 11:12
格隆匯7月10日丨光刻膠板塊走強,江化微拉昇封板,藍英裝備大漲超8%,飛凱材料、高盟新材漲超7%,強力新材、廣信新材等跟漲。6月以來,光刻膠板塊成為市場關注熱點。浙商證券曾表示,根據光刻膠的特性來推斷,新建晶圓廠將是光刻膠國產代替的主要發展企業。國內新建晶圓廠的密集投產為光刻膠打開了最佳代替窗口。根據國內晶圓廠的建設速度和規劃,預計2022年國內半導體光刻膠市場將會是2019年的兩倍,約55億元。屆時世界面板產能持續向中國轉移,國內面板光刻膠市場需求預計約為105億元。二者合計將帶來約160億元的市場空間。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account