A股異動 | 韋爾股份(603501.SH)漲6.48% 股價再創歷史新高
格隆匯1月15日丨韋爾股份(603501.SH)漲6.48%,報299.97元,盤中一度突破300元大關刷新歷史新高,總市值2602億元。Omdia報吿指出,應用在中低端手機的500萬和800萬像素的CIS正在面臨嚴重的短缺現象。三星公司從2020年12月開始,已經將其CIS的價格提升了40%,而其他CIS供應商的價格也提升了20%左右。近年來,拍照已成為眾多手機廠商新機發布的賣點之一,而對成像質量影響較大的關鍵零部件為鏡片以及圖像傳感器。CIS下游領域包括手機、安防、汽車、醫療、工業等,智能手機為CMOS主要應用領域,以2019年為例,手機CMOS傳感器佔全球CMOS傳感器市場份額或超過70%。而韋爾股份旗下豪威公司產品覆蓋100萬像素以下以及1300萬像素以上多種規格產品,產品佈局全面。

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