A股異動丨萬潤科技半日收升近5%,LED行業掀升價潮
格隆匯8月8日丨LED概念股萬潤科技(002654.SZ)盤中一度拉昇升近9%,截至半日收盤升近5%,明顯強於大盤。消息面上,根據LED顯示行業知名研究機構高工LED數據,5月以來,隨着庫存的逐漸消化完畢和下游市場的復甦,行業開啟了一波升價潮。包括RGB封裝、下游LED顯示屏企業和配套材料的企業均有不同幅度的升價,有的企業甚至在短短的十餘天裏提價兩次。萬潤科技主要從事LED元器件封裝、LED照明應用業務、LED美學燈光亮化照明工程業務。公司在近期的機構調研活動中表示,隨着新能源汽車佔有率快速提升、國產替代加速推進,車載LED產品市場廣闊。公司車載產品已進入國內主流車企供應商體系。公司目前主要採購國產LED芯片,目前LED產業鏈整體國產化程度較高。

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