金吾财讯 | 中信证券表示，25Q4以来，电子元器件行业涨价浪潮不断蔓延，该机构于2026年1月15日外发《电子行业景气度盘点专题—中上游涨价影响下电子板块投资机遇展望》，系统梳理了前期存储、CCL、BT载板、晶圆代工、封测等领域涨价情况。近期，中低压MOS、内置存储的SOC、LED驱动（模拟细分品类）等领域又陆续有厂商发布涨价，该机构也观察到下游补库力度超预期，叠加上游金属价格持续上行，预计电子元器件行业涨价持续蔓延。继续推荐关注存储、CCL、BT载板、晶圆代工、封装等在涨价趋势中受益确定性最高的环节，同时建议关注功率器件、模拟芯片、被动元件等相对低位的板块。
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