A股異動 | 京東方A(000725.SZ)漲超5% 擬為蘋果iPhone 12部分新機供貨
格隆匯10月9日丨京東方A(000725.SZ)現報5.19元,漲5.7%,暫成交29.9億元,最新總市值1806億元。據悉,京東方位於四川綿陽的B11廠,成為此次為蘋果iPhone 12部分新機OLED屏幕的供應產線。綿陽線B11廠是京東方繼成都B7廠之後的第二座可撓式OLED面板產地,B11廠投資額達到人民幣465億元。銀河證券指出,建議關注新產品銷量有望超預期的蘋果產業鏈及國內將具備話語權的液晶面板產業鏈。建議關注相關領域具有龍頭基因、估值仍有提升空間的企業,重點推薦京東方A等。

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