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A股異動丨菲律賓發生6.3級地震致全球MLCC市場出現供應吃緊 相關概念股拉昇
格隆匯 12-28 09:46
格隆匯12月28日丨25日,菲律賓發生6.5級地震,全球半導體供應鏈恐再受衝擊,菲律賓作為全球被動元器件(特別是MLCC)的主要生產基地之一,全球前三的MLCC大廠村田、三星電機、太陽誘電在菲律賓都有設廠。除MLCC以外,菲律賓呂宋島上還有多家封測廠商,比如Amkor、安世半導體、英特爾、德州儀器等,都在呂宋島上建設有半導體工廠。村田與太陽誘電近期二度通知客户再拉長交貨期14至28天,最長要等半年才能交貨,凸顯供給嚴重吃緊。機構認為,國內龍頭風華高科和三環集團已積極擴廠承接MLCC國產替代市場,有望借本輪國產替代機遇得到快速發展。風華高科和三環集團分別上漲約6%和5%。

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