A股異動 | 兆馳股份(002429.SZ)漲逾4% 擬分拆LED封裝業務上創業板
格隆匯5月27日丨兆馳股份(002429.SZ)漲逾4%,報5.68元,股價站上60日均線,最新總市值257億元。兆馳股份5月25日晚間公吿稱,擬將持股73.79%的江西兆馳光元科技股份有限公司分拆至深交所創業板上市。兆馳股份稱,分拆上市有助於抓住LED行業發展機遇。根據高工LED的統計,2020年中國LED封裝市場規模665.5億元,在全球封裝市場規模的市佔率已達到53%,中國已在全球LED封裝行業中佔據重要地位。不過太平洋證券研報稱,LED行業在歷經2016-2017年高歌猛進之後,於2018-2019年進入下行週期,全行業大多數公司均出現較大下滑/虧損。

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