A股異動丨LED概念股走強 LED復甦信號明確 漲價趨勢仍在延續
格隆匯6月4日丨LED概念股走強,富滿電子漲12.39%領漲,上海貝嶺漲停,行業龍頭三安光電漲5.73%。業內人士表示,從趨勢來看,今年上半年LED行業的復甦信號越來越明確。TrendForce數據統計預測,今年第二季整體照明用LED產品價格將上漲0.3%~2.3%。據介紹,LED照明市場需求面自第一季起便全面復甦,至第二季仍維持高檔,加上疫情導致上游端LED芯片結構性缺貨仍未解,終端照明產品廠商為避免陷入去年的缺貨情況因而加大備貨力道,預估供應鏈的漲勢將帶動全年照明用LED產值達67.09億美元,年增長率將達到3.43%。

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