據臺灣媒體報(bao)道(dao)，受益(yi)于云計算(suan)數據中心、車(che)用(yong)電(dian)子需求高增長(chang)，以及(ji)蘋果、三星等(deng)(deng)高端(duan)(duan)智能(neng)手機陸續上(shang)市(shi)，加之日本供(gong)(gong)應商(shang)(shang)產能(neng)逐步轉向高端(duan)(duan)，電(dian)感(gan)市(shi)場供(gong)(gong)給(gei)吃緊。臺灣主要電(dian)感(gan)供(gong)(gong)應商(shang)(shang)乾坤科技、奇力新(xin)、美磊等(deng)(deng)均看好今年(nian)市(shi)場，預計今年(nian)業績可望較去年(nian)兩位(wei)數成長(chang)，**增速達到30%。基于對后市(shi)強烈看好，上(shang)述(shu)廠商(shang)(shang)均積極(ji)擴大(da)產能(neng)搶占市(shi)場。
業內認為，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)感(gan)(gan)(gan)作為三大(da)被(bei)動電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)元(yuan)器件(jian)之一(yi)，約占整個電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)元(yuan)器件(jian)配套用量的10%-15%，廣泛應用于通訊、計算機(ji)、消費電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)、汽車電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)等產業。今(jin)年作為消費電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)創新大(da)年，快(kuai)速(su)充電(dian)(dian)(dian)(dian)(dian)(dian)(dian)、無線充電(dian)(dian)(dian)(dian)(dian)(dian)(dian)等新技術趨(qu)勢快(kuai)速(su)滲透(tou)，電(dian)(dian)(dian)(dian)(dian)(dian)(dian)感(gan)(gan)(gan)、電(dian)(dian)(dian)(dian)(dian)(dian)(dian)容等被(bei)動器件(jian)需求也將(jiang)大(da)幅(fu)增長。汽車電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)化(hua)、5G等利好也令行業需求中(zhong)長期向(xiang)好。A股中(zhong)，順絡電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)（002138）是國內電(dian)(dian)(dian)(dian)(dian)(dian)(dian)感(gan)(gan)(gan)行業龍頭(tou)，產品向(xiang)汽車電(dian)(dian)(dian)(dian)(dian)(dian)(dian)子(zi)、物聯(lian)網、新能源等領域拓展以(yi)取得成效；風華高科（000636）是國內老牌電(dian)(dian)(dian)(dian)(dian)(dian)(dian)感(gan)(gan)(gan)、電(dian)(dian)(dian)(dian)(dian)(dian)(dian)阻等元(yuan)器件(jian)龍頭(tou)企業，受益國企改革(ge)。
