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面板股走強 旭硝子玻璃基板供應量將減少30%
格隆匯 02-09 10:53
格隆匯2月9日丨面板股走強,南玻A和TCL科技漲逾4%,京東方漲逾3%。日前,旭硝子子公司AGC玻璃基板工廠爆炸,導致產能不足。旭硝子將優先供貨給華星光電,全面減少其他客户的供貨數量。友達、羣創、惠科已於近日收到旭硝子通知,3月起將縮減玻璃基板的供貨,其中友達、羣創6代玻璃基板供應量將減少30%,而惠科位在重慶和滁州的8.6代廠,其玻璃基板也將減少30%的供貨量。玻璃基板是液晶面板的重要原材料,面板價格水漲船高,今年1月各個尺寸面板報價較去年5月低點漲幅50%-100%,機構指出,國內面板廠商及面板上游或存國產化機會。

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