异动解读 | PCB板块集体承压叠加获利盘兑现,胜宏科技盘中大跌5.17%

异动解读
Aug 11

胜宏科技(02476)今日盘中大跌5.17%,报收于盘中低位,引发市场关注。

消息面上,PCB板块近日整体承压,同行业个股如鸿腾精密跌8.7%、建滔集团跌1.03%,板块呈现普跌格局。此前胜宏科技股价连续大涨,一周内从约190元快速飙升至280元,涨幅近50%,并因三日涨幅累计超30%触发交易异常波动公告,短期获利盘兑现压力显著。同时,北向资金三日合计净卖出2.61亿元,融资资金近期亦呈净偿还态势,进一步加剧了资金流出压力。此外,有券商此前提示PCB行业远期产能集中释放存在价格战风险,中报业绩窗口期资金集中兑现浮盈,导致短期调整压力持续释放。

综合来看,行业板块整体回调、前期急涨带来的获利了结压力以及资金流出是导致胜宏科技今日盘中大跌的主要原因。

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