面板业春天来了 Q2价格续涨

爱集微
10 Mar

电视面板第一季报价转涨,摩根士丹利证券指出,基于主要面板制造商的生产纪律、中国大陆旧换新方案支撑起强劲需求,加上季节性补货订单,看好报价上涨趋势可延续进第二季,认为面板股报酬风险比具上档空间,台系面板双虎中特别青睐群创,推测合理股价19.5元。主流的32、43、55、65、75吋电视面板预料3月平均将上涨1%,摩根士丹利归纳涨价原因包括:一、主要面板制造商生产有纪律,使产出与品牌客户订单相符,本季...

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