卡位5G 臻鼎京元電吸睛
Date: 2019-02-13
News Type:
PCB(印刷電路板)族群隨農曆年提前備貨需求回穩,1月營收表現多報喜,帶動行情升溫,12日龍頭臻鼎-KY(4958)領軍揚升;晶圓測試廠京元電子(2449)1月營收則創歷年同期新高,也獲買盤轉入,兩檔均在5G領域多所布局,後市營運備受期待,並使相關權證吸引力逐增。
同為PCB族群的嘉聯益,因智慧手機市場急凍、單一機種訂單過度集中等影響而大幅裁員,引發市場關注;反觀臻鼎-KY則在5G領域上逐步耕耘,未來在5G天線、感測模組、感壓觸控、薄膜覆晶封裝(COF)、生物識別及個人終端穿戴應用等方面持續推進。
臻鼎-KY強調,不依賴單一客戶需求,未來3年擴產已計畫,看好5G、AI技術,以及車用電子等應用成長,並持續深耕智慧製造領域。
同樣布局5G、AI與車用等市場的京元電子表示,已在相關主流市場趨勢提前卡位,未來營運績效可望穩健走揚。關於5G晶片測試動能,京元電預期,今年下半年可逐步放量,5G晶片相關測試業績有機會成長兩位數百分點以上,並預估今年5G基地台在內的基礎建設晶片測試業績占比可逾1成。
京元電子受惠認列記憶體封測廠東琳營收挹注,2019年1月營收達18.09億元,續創同期新高,雖然較去年12月19.45億元減少7%,但仍較去年同期15.36億元成長17.76%。
臻鼎與京元電子兩檔12日交投熱絡,呈價量均揚,臻鼎-KY股價上漲1.35%,收在82.5元,成交量8,015張,日增30%,而京元電子漲幅2.18%,股價以23.4元作收,成交量較前一日增加5成、達6,498張。(新聞來源:工商時報)
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