5G最受益产业PCB，绩优上市公司抢先分享600亿蛋糕

作者：博维科技 时间：2020-08-13 13:28

5GQIDONGYIYOUQUEQIEMEIMU：22RIWANXIAOMIZONGCAILINBINFASONGLE5GWANGLUOXIADEDIYITIAOWEIBO，HUAWEIJINRIYEGONGBULEWEILAIDE5GZHEDIESHOUJIBINGSHAICHULEGONGSIDE22GEQUANQIU5GDINGDAN，SUIZHEGEKEJIJUTOUGONGBU5GZHUANLISHOUFEIBIAOZHUN，GUANFANGYOUMINGQUETICHUQUEBAOQIDONG5GSHANGYONG，XUEZILUODI，DAXIAOSHICHANGYILV。

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5G带来600亿PCB增量机会

JINGCESUAN，5GWEIPCBBANDAILAIDEZENGLIANGJIHUICHAO600YI。CAITONGZHENGQUANYANBAOZHICHU，5GDAILAIDETONGXINJISHUYANJINZUIZHONGJIANGTIXIANZAITONGXINSHESHIDEHUANDAIHEZHONGJIAN，JINERBIRANWEIXIANGGUANDIANZIYUANQIJIANXINGYEDAILAIZENGZHANGJIHUI。

PCBBANZUOWEI“DIANZICHANPINZHIMU”，XIAYOUDESHENKEBIANHUAJIANGSHIDEPCBXINGYESHOUYI，5GJIANSHEWUYIJIANGCHENGWEIWEILAI2-3NIANNEIDAIDONGPCBCHANYEZENGZHANGDEZHONGYAODONGLI。

CONGZONGLIANGSHANGLAISHUO，SHOUXIAN5GYINFADEHUANJICHAODAIDONGPCBBANCHUHUOXUQIUJINGPEN，GONGXINBUYUJI5GSHOUJIJIANGYU2019NIANXIABANNIANKAISHITUICHU，KAOLVDAO5GSHOUJIQIANQIRENGXUJIANRONG4GQIENANDUBI4GSHOUJIGENGDA，SUOYIYUJI2022NIANGUONEISHOUJICHUHUOLIANGYOUWANGDADAO5.74YITAI，5GSHOUJICHUHUOLIANGDADAO1.44YITAI。

LINGWAI，YOUYU5GYAOLIYONGGAOPINDUANJINXINGXINHAOCHUANSHU，JIZHANDESHULIANGJIANGDAFUZENGJIA。JIZHANZENGJIAFANGSHIYOULIANGZHONG：HONGJIZHANHEXIAOJIZHAN。GENJUSAIDIGUWENFABUDE《2018NIANZHONGGUO5GCHANYEYUYINGYONGFAZHANBAIPISHU》，YUJI5GHONGZHANZENGLIANGJIANGDADAO360-500WANGE，XIAOJIZHANSHULIANGJIANGDADAO720-1000WANGE，HEJIJIZHANZONGSHULIANGJIANGSHI4GJIZHANDE3.3-4.6BEI，DIANDINGLEHAILIANGZENGZHANGKONGJIAN。

ERCONGDANWEIYONGLIANGSHANGKAN，5GSHIDAIYOUYUXINXILIANGBAOZHAHEGAOCHUANSHUSULVDEXUQIUXIA，Massive MIMODEDAGUIMOYUNYONGDAOZHITIANXIANZENGJIA，DUIPCBBANJIANGCHANSHENGGENGDAXUQIU，PCBBANMIANJIZENGJIAERDAKAIGENGGUANGDEZENGZHANGKONGJIAN。

HAIYOU，YOUYU5GDEGAOPINDUANDAOBIPCBBANGAOPINHUA，MUQIANJIZHANTIANXIANZHULIUFANGANSHICAIYONGTANQINGCAILIAODEPCBBAN，QIJIAGEDAYUEWEI3000-6000YUAN/PINGFANGMI，PUTONGPCBJIAGEYUE1900YUAN/PINGFANGMI，DANWEIJIAZHILIANGTISHENG1.5-3BEI，DANBANJIAZHILIANGDAFUTISHENG。

LINGWAI，CONG2020NIANSHANGYONGQISUAN，WOGUO5GLIANJIESHUZHI2025NIANJIANGDADAO4.28YI，WUNIANFUHEZENGSUJIANGDADAO155.61%。SHUJUXUQIUJINGPENDAOBITONGXINSHEBEITISHENGSHUJUCHULIRONGLIANG，XIANGYINGPCBBANCAIYOUWANGXIANGDUOCENGHUAFAZHAN，JIAGEYEXIANGYINGTISHENG。

CAITONGZHENGQUANBIAOSHI，5GSHIDAIJISHUGEXINSUODAILAIDEJIZHANJIANSHEDEBIANHUAJIANGWEIDIANZICHANPINCHUANGZAOXINDEZENGLIANGSHICHANG，PCBZUOWEIYUANQIJIANDECHENGZAIWUDESHENKESHOUYI。JUBAOSHOUGUJI，WUNIANNEI5GWEIPCBCHUANGZAODEZENGLIANGKONGJIANJIANGDADAO618YI，WOGUOPCBCHANYEYOUWANGYINGLAIHAILIANGZENGZHANGJIYU。

正业科技双线布局PCB 跟随行业不断增长

GAOPINPCBSHI5GSHIDAIXIACUNZAIGANGXINGXUQIUJIHUIDEBANKUAI，GUONEIDUIGAOPINCAILIAODEYANFAZHELIAOLIAO，ERSHENGYIKEJIYOUYUSHOUGOUZHONGXINGHUACHENGPTFECHANPINWANZHENGPEIFANGERZHUJIANKAISHIYONGYOUSHENGCHANNENGLI；WOGUOXIAYOUCHANGSHANGCHENGBENGUANLINENGLIQIANG，JUBEIGAODUANPCBBANZHIZAONENGLI，BEIKAOQUANQIUTONGXINSHEBEILONGTOUCHANGSHANGHUAWEI，JIHUIBIJIAOQUEDING，JIANYIGUANZHUXIAYOUTONGXINPCBLONGTOUSHENNANDIANLU。

ZHENGYEKEJIZONGGONGCHENGSHIZHAOMINGHUIBIAOSHI，GONGSISHISHUANGXIANBUJU5GYINGYONG：BUJUPCBCAILIAOHOU，KAISHIZUOJIANCEYIQIBINGQUDEHENDADESHICHANGZHANYOULV，RANHOUJIANGMUGUANGMIAOZHUNPCBSHENGCHANSHEBEI，WEIXINGYETIGONGZHENGTIJISHUJIEJUEFANGAN。YOUYUGAOPINHUADAILAIDECAILIAOCHENGBENSHANGSHENG，CHANGSHANGGENGZHUZHONGTISHENGCAILIAOJIAGONGDEJINGXIDUHEJINGMIDU，ZHEIYESHIDEGONGSIWEILAIDECHANPINXIAOSHOUKONGJIANGENGWEIKUANGUANG。ZUOWEIJIGOUQIANGTUIDELIANGJIAPCBLONGTOUQIYEGONGYINGSHANGDEZHENGYEKEJI（300410）ZIRANYEZAISHOUYIZHILIE。GONGSIYANFA、SHENGCHAN、XIAOSHOUDEPCBJINGMIJIAGONGJIANCESHEBEI、PCBJINGMIJIAGONGFUZHUCAILIAOGUANGFANYONGYUPCBXINGYEDEZHONGSHANGYOU，YONGYOUSHENGYIKEJI、SHENNANDIANLU、CHAOSHENGKEJI、MINGYANGDIANLU、BOMINDIANZI、JIALIANYI、XINGSENKUAIJIE、XUNDAKEJI、WUZHUKEJI、CHONGDADIANLU、JINGWANGDIANZI、QINGDINGJINGMIDENGXINGYEZHIMINGKEHU。

CONGGONGSIFABUDEBANNIANBAOLAIKAN，GONGSIJIGUANGQIEGEJIDENGZHINENGZHUANGBEIDEJISHUSHENGJIHUANDAIZENGQIANGLEGONGSIZAIPCBXINGYEDERENKEDUHESHICHANGJINGZHENGLI，WEIGONGSIDAILAIYEJIZENGLIANG，BAOGAOQINEIPCBYEWUSHIXIANSHOURUYUE2.4YIYUAN，TONGBIZENGZHANG11.56%。

HUACHUANGZHENGQUANBIAOSHI，PCBXINGYECHIXUHUINUAN，GONGSIJINGENSHICHANGXUQIUKUODACHANNENG，JIJIYANFAXINCHANPIN，JIANGGENSUIXINGYEBUDUANCHENGZHANG。