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港股異動 | 蘋果概念股集體上漲 立訊精密將建大型iphone組裝廠
格隆匯12月22日丨蘋果概念股集體上漲,其中富智康集團,高偉電子漲近5%,比亞迪電子漲近3%,舜宇光學科技漲超2%,瑞聲科技,通達集團跟漲;A股立訊精密現漲4.11%,報47.38元,總市值3340億元。據今日午間消息, 立訊精密正在崑山市建設一座面積達28.5萬平方公尺的製造園區,佔地相當於40座足球場,總投資額為人民幣110億元,最快明年開始組裝數百萬台iPhone。立訊計劃在明年年中左右讓新園區的第一階段完工。知情人士説,立訊目標是靠這座新工廠大幅提高iPhone的組裝佔比,希望從今年的650萬支iPhone組裝量最快明年提高至1200萬-1500萬支,最終將設有39條生產線。除了新園區外,立訊精密還租下並改建一座先前由iPad組裝業者仁寶擁有的鄰近工廠。公司擬在蘋果支持下,打破富士康等對iPhone組裝的壟斷,以及為實現供應鏈多元化,藍思科技也將於2021年首次為iPhone提供金屬外殼,此前其僅提供玻璃面板和蓋板玻璃,“光學龍頭”舜宇光學也為iPhone提供少量的iPhone後置相機鏡頭。

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