中證網訊(xun)(記者 葉(xie)濤(tao))7月25日開盤后,A股電(dian)(dian)(dian)子概念股表現(xian)亮眼,國(guo)光電(dian)(dian)(dian)器、雷(lei)曼光電(dian)(dian)(dian)等(deng)多(duo)只個股盤中強勢崛起。繼本周(zhou)前幾日后,電(dian)(dian)(dian)子板塊再現(xian)漲停潮。截至10時45分,金安國(guo)紀、福蓉科技、德賽電(dian)(dian)(dian)池(chi)、雷(lei)曼光電(dian)(dian)(dian)、博敏電(dian)(dian)(dian)子、國(guo)光電(dian)(dian)(dian)器、生益科技、瀛通通訊(xun)等(deng)股票(piao)集體(ti)漲停。
機(ji)構人(ren)士稱,日(ri)(ri)本(ben)(ben)持續對韓(han)出口限(xian)制,韓(han)部(bu)分產(chan)能或(huo)轉向中國(guo)(guo)。韓(han)國(guo)(guo)半(ban)(ban)導體(ti)(ti)(ti)企(qi)(qi)(qi)業(ye)在敦促合作(zuo)伙伴(ban)囤積更(geng)多日(ri)(ri)本(ben)(ben)零部(bu)件以(yi)防(fang)日(ri)(ri)本(ben)(ben)政府擴大出口限(xian)制的(de)同時,已將目(mu)光轉向中國(guo)(guo)半(ban)(ban)導體(ti)(ti)(ti)市場。例(li)如,LG開始尋(xun)求加(jia)大中國(guo)(guo)工廠(chang)的(de)產(chan)量比重、測試中國(guo)(guo)氟化(hua)氫質(zhi)量以(yi)評估中國(guo)(guo)產(chan)氟化(hua)氫替(ti)代日(ri)(ri)本(ben)(ben)產(chan)氟化(hua)氫的(de)可(ke)能。同時,LG也開始考慮通過其中國(guo)(guo)工廠(chang)生產(chan)8.5代的(de)OLED面板。在本(ben)(ben)次日(ri)(ri)韓(han)爭端背景下,中國(guo)(guo)半(ban)(ban)導體(ti)(ti)(ti)企(qi)(qi)(qi)業(ye)不僅可(ke)能填(tian)補韓(han)國(guo)(guo)半(ban)(ban)導體(ti)(ti)(ti)企(qi)(qi)(qi)業(ye)的(de)市場缺位,還可(ke)能進入韓(han)國(guo)(guo)半(ban)(ban)導體(ti)(ti)(ti)企(qi)(qi)(qi)業(ye)的(de)供應鏈。這對于國(guo)(guo)內半(ban)(ban)導體(ti)(ti)(ti)企(qi)(qi)(qi)業(ye)的(de)加(jia)速(su)發展和成熟具有積極意義。