A股異動丨消費電子股走強,卓翼科技漲停,工業富聯漲超4%
A股消費電子股集體走強,其中,卓翼科技開盤直線封漲停,綠聯科技漲超7%,協創數據漲6.4%,深科技、長盈精密、傳藝科技漲超5%,工業富聯漲超4%。中信建投證券發佈研報稱,當前消費電子行業復甦,行業景氣度回升,“以舊換新”政策撬動替換大市場,伴隨新能源車及AI發展,被動元件需求數量激增,新能源車MLCC用量是傳統燃油車6倍,AI服務器、AI PC、AI手機等MLCC需求量大幅增長,同時提出了更高的性能要求。該行表示,當前消費電子行業需求復甦向上與AI催化新消費共振,被動元件需求數量、性能要求大幅提升,至2030年AI領域用MLCC及芯片電感年均增速預計超30%,推薦關注被動元件及上遊原材料行業投資機會,尤其推薦上下遊一體化企業,充分享受全產業鏈升級紅利。(格隆匯)

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