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苹果充电器换机需求的主要赢家?领益智造一度涨逾4%

Tencent Stocks ·  Mar 21, 2023 12:26

领益智造直线拉升一度涨逾4%,现涨幅缩窄至2%,总市值420亿元左右。

天风国际分析师郭明錤:Apple 20W USB-C充电器的组装供应商为领益智造与Flextronics,虽然后者的出货比重略高于前者,但因后者的营收约是前者的5–7倍,故从对营收的贡献程度而言,领益智造为Apple 20W USB-C充电器强劲换机需求的主要赢家。

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