LED芯片板块三季报将现口径调整:华灿光电跟进黄金废料新规调整,头部企业发力高端

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即将到来的A股三季报,LED芯片板块或将迎来一轮营收口径变动。  华灿光电(300323.SZ)将于今年三季度调整黄金废料业务模式。此前,多家LED芯片企业的2026 年半年报显现出了黄金税收政策调整给公司财报带来的巨大扰动。这也意味着接下来的三季报,头部LED芯片企业集体面临业绩重估。  据悉,由于LED芯片生产过程中需要使用高纯黄金作为导电物料,未蒸镀的黄金会以废料形式回收,此前多数LED芯片...

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