一季度OLED淡季不淡量价齐升机构建议关注维信诺等产业链公司

市场资讯03-02

本文源自：金融界资讯　　近期广发证券、光大证券（维权）、东方财富证券等多家机构调研OLED行业。根据机构调研，2024年一季度承接2023年四季度供应紧张状态，AMOLED面板稼动率同比大幅增长，部分型号保持价格上涨，出现淡季不淡、量价齐升情况。　　东方财富证券发布研报称，我们看好OLED面板在手机中渗透率提高，OLED面板国产替代和折叠屏带来的旺盛需求。此外，OLED面板价格已出现复苏迹象，...

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一季度OLED淡季不淡量价齐升 机构建议关注维信诺等产业链公司

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一季度OLED淡季不淡量价齐升机构建议关注维信诺等产业链公司