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TCL科技(000100.SZ)拉昇漲超3% 玻璃基板供給減少加大面板行業供需緊張
格隆匯 12-14 13:57
格隆匯12月14日丨TCL科技(000100.SZ)午後直線拉昇,一度漲3.12%至6.93元。午間有消息稱,日本玻璃基板大廠電氣硝子(NEG)11日晚間在高槻的玻璃基板廠因意外停電5小時,造成旗下3座熔爐廠、5座供料槽受損,整體影響時間恐長達4個月。Omdia顯示器研究總監謝勤益表示,高槻玻璃工廠供應8.5代、7.5代、6代、5代等各世代玻璃基板,佔日本電氣硝子的產能比率約15%,該廠停工估計一個月將減少400萬-500萬平方米的產能。作為面板上游核心材料,玻璃基板的供給減少將進一步加大面板行業的供需緊張。市場預期,2021年Q1面板供不應求的狀況不變,面板價格有望續揚。

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