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OLED板塊再度拉昇 大尺寸面板價格漲勢不停
格隆匯 01-14 10:43
格隆匯1月14日丨OLED板塊再度拉昇,維信諾漲停,京東方A、深天馬A漲近6%,彩虹股份、TCL科技等跟漲。根據羣智諮詢(Sigmaintell)的預測數據顯示,12月LCD TV面板價格繼續上漲,預計1月將維持較大漲幅。32"/43"/50"/55"/65"/75"面板將分別維持3.0/3.0/5.0/5.0/5.0/5.0美元的漲價。業內人士表示,8寸晶圓代工產能吃緊的態勢可能會延續到2021年第三季度,大尺寸面板漲價趨勢將延續。中郵證券表示,短期來看,行業供需緊缺格局難以快速改善,漲價行情大概率延續。年報窗口,龍頭或將迎來戴維斯雙擊行情。中長期看,重資產構成龍頭企業的護城河,行業週期性減弱,龍頭企業有望獲得更為穩定的現金流,利潤彈性凸顯。

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