A股異動 | PCB概念股拉昇 高端印製電路板供需缺口擴大
格隆匯11月17日丨PCB概念股拉昇,滬電股份、中富電路和正業科技等漲超6%。近期用於服務器與數據中心的高端PCB(印製電路板)需求大增,特別是ABF載板缺貨情形更加嚴重,三星電機、大德電子等企業加大對高端PCB的投資,總規模超過數萬億韓元。除了ABF載板,整個PCB板塊也迎來了景氣復甦。長江證券認為,行業有望迎來景氣度持續復甦,一方面是受益於行業缺芯狀況的緩解,下游智能終端出貨需求得到有效釋放,另一方面在於5G新基建推動的基站、服務器等出貨增長。在原材料價格這塊,銅、玻纖布、環氧樹脂等關鍵原材料價格有望逐步進入穩定或下行通道,即便原材料價格上漲,部分PCB大廠仍有向下遊傳導的議價權。

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