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OLED板塊拉昇 面板價格持續上漲 四季度漲幅有望擴大
格隆匯 09-29 10:12
格隆匯9月29日丨OLED板塊拉昇,京東方A漲超4%,TCL科技漲超3%,領益智造、深天馬A等跟漲。隨着海外復工復產順利進行,下游需求逐步復甦,新冠疫情對面板產業衝擊已經提前結束。考慮到國內外需求的進一步恢復,以及韓國三星、LGD的產能退出,四季度電視面板價格將繼續保持上漲態勢。中信建投指出,延續8月大漲態勢,9月面板價格仍呈現上漲。根據9月上旬最新公佈的電視面板價格來看,32寸的面板報價均價來到46美元,較8月下旬報價上漲4.5%;43寸均價為86美元,上漲3.6%;而55寸均價來到138美元,上漲3.8%。面板價格連三漲,加上宅經濟、遠距工作/教學對筆電需求大增,也帶動面板廠下半年營運。

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