A股异动丨味之素削减中国大陆市场30％供货量，ABF概念股走强，华正新材、宏昌电子涨停

格隆汇08-17

A股市场积层绝缘膜(ABF)概念股走强，其中，华正新材、宏昌电子10CM涨停，莲花控股涨近9%，兴森科技涨超6%，东山精密涨超5%。消息面上，受AI算力竞赛白热化影响，先进封装关键材料积层绝缘膜(ABF)供需吃紧。有媒体称，掌握全球ABF逾95％市占率的日本材料大厂味之素，8月中旬已通知削减中国大陆市场30％供货量。由于大陆ABF本土自给率不足5％，减供恐冲击高阶算力芯片封装供应链，也使半导体关键...

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