鵬鼎控股(002938.SZ)一度漲停領PCB概念股普漲 PCB廠HDI產能吃緊訂單已排到明年春節
格隆匯11月30日丨PCB概念股普漲,其中,鵬鼎控股(002938.SZ)一度漲停,東山精密大漲超7%,光韻達、東方材料、生益科技和奧士康等均有明顯上漲。據悉,PCB廠第三季高密度連結板(HDI AnyLayer)產能數滿載延續到第四季,訂單已排到明年春節前後,主要系OPPO、Vivo及小米等廠商對HDI板下單量明顯高於去年同期,同時,蘋果訂單也相當旺盛。目前PCB廠健鼎 、華通 、柏承等HDI產能全被客户預定,高產能利用率狀況將延續至明年2月春節前,而頻率元件廠晶技產能也緊,第四季單月出貨金額都將維持在10億元以上的歷史高檔水準。

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