Mini LED板塊走高 京東方A(000725.SZ)漲超4%
格隆匯11月18日丨Mini LED板塊走高,利亞德漲超7%,京東方A漲超4%,深天馬A、TCL科技漲超2%,乾照光電、聚飛光電等跟漲。媒體消息稱,三星電子開始準備Mini LED背光LCD電視量產,並於越南投資興建Mini LED電視產線,有望即將正式推出Mini LED電視。華創證券指出,據Trendforce統計,2019年至今國內Mini LED/Micro LED相關項目總規劃投資額達391億元,新增項目共計14個以上。Mini LED進入景氣週期,產業鏈成熟將加快Mini LED滲透率提升,三星、蘋果等巨頭的加入將有望帶動LED價格復甦,Mini LED將有望成為LED行業的下一個增長點。

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