港股異動 | 面板行業股票逆勢走強 顯示面板價格繼續上調
格隆匯8月6日丨面板行業股票走強,港股市場TCL電子漲4.49%;A股市場TCL科技收漲5.44%,京東方漲3.35%。據上證資訊,根據WitsView最新報價,8月上旬面板價格繼續上調,32寸面板報價41美元/片,較6月20日的報價上漲24%。過去幾年伴隨着國內廠商擴產,LCD行業競爭格局已定,中國大陸面板廠商出貨面積的市場份額一直在提升。國海證券吳吉森認為,考慮國內外需求進一步恢復及韓國三星、LGD產能退出,預計三季度電視面板價格將延續快速上漲態勢。


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