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A股異動丨面板股集體拉昇,TCL科技等多股升停,機構預計4月各尺寸LCD TV面板價格繼續上升
格隆匯 04-01 10:28
A股市場面板股集體走強,其中,天祿科技20CM升停,天山電子、清越科技升超10%,華映科技、威創股份、彩虹股份、TCL科技、沃格光電、維信諾10CM升停,京東方A升超7%,深天馬A升超6%。國信證券發佈最新研報稱,3月各尺寸TV面板價格加速上升,預計4月各尺寸LCD TV面板價格繼續上升。伴隨着LCD擴產進入尾聲, 行業將由過去供給端主導(產能變化)轉向需求端主導(終端需求大尺寸、高端化、多樣化),行業週期屬性將淡化,成長屬性顯現, LCD面板企業的盈利穩定性有望逐步強化。

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