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港股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
建滔積層板
8.110
-0.030
-0.37%
手動刷新
成交量:
225.36萬
成交額:
1,831.44萬
市值:
253.03億
市盈率:
19.08
高:
8.200
開:
8.100
低:
8.060
收:
8.140
資料載入中...
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公司
新聞
公告
異動解讀 | 因科技巨頭加大AI和雲投資帶動PCB需求預期,建滔積層板盤中大漲5.09%
异动解读
·
01-15
【港股異動 | 建滔積層板(01888.HK)漲超3%】建滔積層板(01888.HK)漲超3%,截至發稿,漲3.22%,報7.7港元,成交額2624.45萬港元。
金融界
·
01-15
港股異動 | 建滔積層板(01888)漲超3% PCB景氣度向上 公司為覆銅板行業龍頭
智通财经
·
01-15
建滔積層板盤中異動 急速上漲5.23%報7.850港元
市场透视
·
01-15
PCB高景氣促覆銅板價格上揚,建滔積層板(01888)一體化佈局優勢凸顯
智通财经
·
01-14
異動解讀 | 建滔積層板盤中大跌5.74% 期貨需求變化或引發市場交投活躍
异动解读
·
01-13
建滔積層板盤中異動 早盤股價大跌5.22%報7.260港元
市场透视
·
01-13
異動解讀 | 科技巨頭數據中心投資拉動PCB需求 建滔積層板盤中大漲5.06%
异动解读
·
01-10
建滔積層板(01888)上漲5.34%,報7.5元/股
金融界
·
01-10
建滔積層板盤中異動 股價大漲5.06%
市场透视
·
01-10
建滔積層板(01888)股價上升5.056%,現價港幣$7.48
阿斯达克财经
·
01-10
建滔積層板早盤漲超4% PCB行業景氣度有望持續上行
新浪港股
·
01-10
港股異動 | 建滔積層板(01888)再漲超4% PCB行業景氣度有望持續上行 公司為覆銅板行業龍頭
智通财经
·
01-10
港股概念追蹤|科技巨頭掀起數據中心建設潮 PCB行業景氣度持續提升(附概念股)
智通财经
·
01-09
建滔積層板早盤漲逾6% 機構料覆銅板具備彈性調價空間
新浪港股
·
01-09
港股異動 | 建滔積層板(01888)早盤漲超6% 服務器用PCB需求持續發酵 公司為覆銅板行業龍頭
智通财经
·
01-09
建滔積層板盤中異動 股價大漲5.69%報7.060港元
市场透视
·
01-09
格隆匯個股放量排行榜 | 1月5日
格隆汇
·
01-05
建滔積層板01月02日遭主力拋售407萬元 環比增加2613.33%
市场透视
·
01-02
建滔積層板盤中異動 下午盤股價大跌5.13%報6.840港元
市场透视
·
01-02
更多
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无时差炒美股投资理财!","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/stock/01888/news?page=6"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"01888","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"01888\",,,,,undefined,":{"symbol":"01888","market":"HK","secType":"STK","nameCN":"建滔積層板","latestPrice":8.11,"timestamp":1746000497029,"preClose":8.14,"halted":0,"volume":2253587,"delay":0,"floatShares":3120000000,"shares":3120000000,"eps":0.42503,"marketStatus":"勞動節休市","change":-0.03,"latestTime":"04-30 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| 因科技巨頭加大AI和雲投資帶動PCB需求預期,建滔積層板盤中大漲5.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124102721","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124102721?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 10:56","pubTimestamp":1736909790,"startTime":"0","endTime":"0","summary":"港股建滔积层板(01888)今日盘中大涨5.09%,成交额同步增加。\n市场消息显示,云计算巨头亚马逊(AMZN)计划在未来数年内投资110余亿美元,大幅扩充其云基础设施;而微软(MSFT)也将在2025财年投资800亿美元,用于建设AI数据中心。随着科技巨头加大投资力度,对高端PCB产品的需求也将大幅增加。\n作为国内PCB行业龙头,建滔积层板的PCB产品广泛应用于云计算和AI等高科技领域。科技公司的扩张计划释放了市场对建滔积层板未来业绩增长的预期,因而推动了其股价今日的大涨。另外,铜价上涨和下游需求回暖,也给建滔积层板带来了产品调价和成本控制的机会,进一步提振了市场信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01888"],"gpt_icon":0},{"id":"2503894659","title":"【港股異動 | 建滔積層板(01888.HK)漲超3%】建滔積層板(01888.HK)漲超3%,截至發稿,漲3.22%,報7.7港元,成交額2624.45萬港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2503894659","media":"金融界","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503894659?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 10:54","pubTimestamp":1736909692,"startTime":"0","endTime":"0","summary":"建滔积层板(01888.HK)涨超3%,截至发稿,涨3.22%,报7.7港元,成交额2624.45万港元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/01/15105447466353.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["01888","BK1506","BK1170"],"gpt_icon":0},{"id":"2503656424","title":"港股異動 | 建滔積層板(01888)漲超3% PCB景氣度向上 公司為覆銅板行業龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2503656424","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503656424?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 10:49","pubTimestamp":1736909375,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,建滔积层板涨超3%,截至发稿,涨3.22%,报7.7港元,成交额2624.45万港元。开源证券此前指出,建滔积层板为覆铜板行业龙头,伴随2024年铜价有所上涨,下游需求逐步回暖,覆铜板具备弹性调价空间,叠加供应链垂直整合与规模效应下的成本优势,有望驱动公司2024年收入与利润重回增长轨道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1237825.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01888","BK4211","BK1170","BK1506","PCB"],"gpt_icon":0},{"id":"2503904516","title":"建滔積層板盤中異動 急速上漲5.23%報7.850港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2503904516","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503904516?lang=zh_tw&edition=fundamental","pubTime":"2025-01-15 10:23","pubTimestamp":1736907815,"startTime":"0","endTime":"0","summary":"2025年01月15日早盘10时23分,建滔积层板股票出现波动,股价快速拉升5.23%。截至发稿,该股报7.850港元/股,成交量209.1万股,换手率0.07%,振幅7.24%。资金方面,该股资金流入1177.41万港元,流出254.965万港元。建滔积层板股票所在的工业器材行业中,整体涨幅为0.08%。其相关个股中,中国玻璃、彼岸控股、建滔积层板涨幅较大,振幅较大的相关个股有彼岸控股、中国宏光、大昌微线集团,振幅分别为14.29%、12.90%、8.14%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011510233596040d3d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011510233596040d3d&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01888","BK1170","BK1506"],"gpt_icon":0},{"id":"2503251413","title":"PCB高景氣促覆銅板價格上揚,建滔積層板(01888)一體化佈局優勢凸顯","url":"https://stock-news.laohu8.com/highlight/detail?id=2503251413","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503251413?lang=zh_tw&edition=fundamental","pubTime":"2025-01-14 15:27","pubTimestamp":1736839625,"startTime":"0","endTime":"0","summary":"PCB高景气,覆铜板价格上行PCB行业下游应用领域基本涉及所有的电子产品,主要应用领域包括通信、3C类消费电子、计算机及服务器、汽车电子、工控医疗以及航空航天等行业。除了扩产节奏放缓外,PCB的成本受铜的价格影响较为明显。CCL成本以铜为主,抬升主要受铜价上涨拉动。通常技术壁垒更高覆铜板及PCB,原材料成本占比更低,预计受原材料价格波动影响更小。中国大陆PCB产品仍以低端板为主。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1237302.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4211","BK1170","01888","PCB","BK1506"],"gpt_icon":0},{"id":"1161430401","title":"異動解讀 | 建滔積層板盤中大跌5.74% 期貨需求變化或引發市場交投活躍","url":"https://stock-news.laohu8.com/highlight/detail?id=1161430401","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161430401?lang=zh_tw&edition=fundamental","pubTime":"2025-01-13 10:38","pubTimestamp":1736735905,"startTime":"0","endTime":"0","summary":"覆铜面板制造商建滔积层板今日盘中出现大幅下跌,跌幅达到5.74%,引发了市场的广泛关注。分析人士认为,虽然公司基本面良好,行业周期步入新一轮上升期,但短期供需错配或引发市场活跃交投,推动股价剧烈波动。另一方面,对于建滔积层板这类垂直整合的大型企业来说,其经营优势和技术实力或将进一步凸显。市场预计该股在行业复苏周期中将显著受益,现有评级给予\"买入\"投资建议,目标价8.3港元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"异动解读 | 建滔积层板盘中大跌5.74% 期货需求变化或引发市场交投活跃","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01888"],"gpt_icon":0},{"id":"2503502312","title":"建滔積層板盤中異動 早盤股價大跌5.22%報7.260港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2503502312","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503502312?lang=zh_tw&edition=fundamental","pubTime":"2025-01-13 09:42","pubTimestamp":1736732540,"startTime":"0","endTime":"0","summary":"2025年01月13日早盘09时42分,建滔积层板股票出现异动,股价大幅跳水5.22%。截至发稿,该股报7.260港元/股,成交量104.35万股,换手率0.03%,振幅4.57%。资金方面,该股资金流入99.4695万港元,流出599.094万港元。建滔积层板股票所在的工业器材行业中,整体涨幅为0.00%。其相关个股中,弘浩国际控股、佛朗斯股份、中国宏光涨幅较大,振幅较大的相关个股有大洋集团、弘浩国际控股、赛晶科技,振幅分别为8.00%、6.11%、5.30%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250113094220a21f7a6b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250113094220a21f7a6b&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1170","01888","BK1506"],"gpt_icon":0},{"id":"1123521859","title":"異動解讀 | 科技巨頭數據中心投資拉動PCB需求 建滔積層板盤中大漲5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123521859","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123521859?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 10:36","pubTimestamp":1736476606,"startTime":"0","endTime":"0","summary":"$建滔积层板$今日在港交所盘中大涨5.06%,报收7.41港元,成交额逾2300万港元,引发了市场广泛关注。消息面上,科技巨头掀起数据中心建设潮,为PCB行业带来了广阔发展前景。在此趋势推动下,PCB行业景气度有望持续上行。值得一提的是,建滔积层板是覆铜板行业龙头企业。市场预期建滔积层板将充分受益于PCB行业景气周期,成为其股价今日大涨的主要推手。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01888"],"gpt_icon":0},{"id":"2502449006","title":"建滔積層板(01888)上漲5.34%,報7.5元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2502449006","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502449006?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 10:34","pubTimestamp":1736476476,"startTime":"0","endTime":"0","summary":"1月10日,建滔积层板(01888)盘中上涨5.34%,截至10:34,报7.5元/股,成交3980.82万元。建滔积层板控股有限公司是一家专注于生产覆铜面板的电子材料制造商,包括环氧玻璃纤维覆铜面板、纸覆铜面板及CEM覆铜面板,并在华南和华东拥有超过20间厂房。根据PrismarkPartnersLLC的研究报告,该公司在2010年全球覆铜面板市场的占有率达到14.3%,连续六年稳居行业第一位。截至2024年中报,建滔积层板营业总收入78.84亿元、净利润6.64亿元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/01/10103447327325.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["01888","BK1170","BK1506"],"gpt_icon":0},{"id":"2502692688","title":"建滔積層板盤中異動 股價大漲5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2502692688","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502692688?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 10:34","pubTimestamp":1736476468,"startTime":"0","endTime":"0","summary":"2025年01月10日早盘10时34分,建滔积层板股票出现异动,股价大幅拉升5.06%。截至发稿,该股报7.480港元/股,成交量536.15万股,换手率0.17%,振幅6.04%。建滔积层板股票所在的工业器材行业中,整体涨幅为0.22%。其相关个股中,连达科技控股、力劲科技、东北电气涨幅较大,振幅较大的相关个股有弘浩国际控股、力劲科技、赛晶科技,振幅分别为15.42%、13.89%、12.59%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011010342898611eb0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025011010342898611eb0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1170","BK1506","01888"],"gpt_icon":0},{"id":"2502094690","title":"建滔積層板(01888)股價上升5.056%,現價港幣$7.48","url":"https://stock-news.laohu8.com/highlight/detail?id=2502094690","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502094690?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 10:34","pubTimestamp":1736476440,"startTime":"0","endTime":"0","summary":"[上升股]建滔积层板(01888) 股价在上午10:34比前收市价上升5.056%,现股价为港币$7.48。至目前为止,今日最高价为$7.48,而最低价为$7.06。总成交量为492.45万股,总成交金额为港币$3.638千万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126133718217_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126133718217_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR250110513/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1506","01888","BK1170"],"gpt_icon":0},{"id":"2502034750","title":"建滔積層板早盤漲超4% PCB行業景氣度有望持續上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2502034750","media":"新浪港股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502034750?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 09:58","pubTimestamp":1736474280,"startTime":"0","endTime":"0","summary":" 建滔积层板早盘上涨4.07%,现报7.41港元,成交额2308.62万港元。 科技巨头掀起数据中心建设潮。其中,亚马逊云计算部门亚马逊网络服务计划在佐治亚州投资至少110亿美元,以扩大其基础设施,并支持各种云计算和人工智能技术。而微软此前表示2025财年AI数据中心开支800亿美元。在此趋势推动下,PCB行业景气度有望持续上行。 据悉,PCB制造环节包括将覆铜板进行钻孔、镀铜、印刷、焊接等加工环节,最终形成电路板。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-10/doc-ineemwnf6440818.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1506","PCB","BK4211","BK1170","01888"],"gpt_icon":0},{"id":"2502806003","title":"港股異動 | 建滔積層板(01888)再漲超4% PCB行業景氣度有望持續上行 公司為覆銅板行業龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2502806003","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502806003?lang=zh_tw&edition=fundamental","pubTime":"2025-01-10 09:48","pubTimestamp":1736473708,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,建滔积层板再涨超4%,截至发稿,涨3.51%,报7.37港元,成交额1618.16万港元。在此趋势推动下,PCB行业景气度有望持续上行。据悉,PCB制造环节包括将覆铜板进行钻孔、镀铜、印刷、焊接等加工环节,最终形成电路板。开源证券此前指出,建滔积层板为覆铜板行业龙头,伴随2024年铜价有所上涨,下游需求逐步回暖,覆铜板具备弹性调价空间,叠加供应链垂直整合与规模效应下的成本优势,有望驱动公司2024年收入与利润重回增长轨道。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1235829.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4211","BK1170","PCB","BK1506","01888"],"gpt_icon":0},{"id":"2502508910","title":"港股概念追蹤|科技巨頭掀起數據中心建設潮 PCB行業景氣度持續提升(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2502508910","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502508910?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 13:41","pubTimestamp":1736401301,"startTime":"0","endTime":"0","summary":"而微软此前表示2025财年AI数据中心开支800亿美元。在此趋势推动下,PCB行业景气度有望持续上行。近年来,AI产业链浪潮不断推进,极大促进了PCB行业的发展,尤其是近期科技巨头掀起的数据中心建设浪潮,PCB行业景气度有望进一步提升。中信建投此前指出,鸿腾精密是精密零组件领域全球头部厂商,鸿海是公司实际控制人。AI发展带动算力基础设施建设,连接系统架构向更加高速升级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1235369.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01888","BK1170","NVDA","HSTECH","00148","MSFT","XMAG","PCB","YANG","HSCEI","07226","BK4211","BK1506"],"gpt_icon":1},{"id":"2502058968","title":"建滔積層板早盤漲逾6% 機構料覆銅板具備彈性調價空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2502058968","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502058968?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 10:50","pubTimestamp":1736391000,"startTime":"0","endTime":"0","summary":" 建滔积层板早盘一度涨超6%,截至发稿,股价上涨5.84%,现报7.07港元,成交额2973.81万港元。据悉,PCB制造环节包括将覆铜板进行钻孔、镀铜、印刷、焊接等加工环节,最终形成电路板。 开源证券此前指出,建滔积层板为覆铜板行业龙头,伴随2024年铜价有所上涨,下游需求逐步回暖,覆铜板具备弹性调价空间,叠加供应链垂直整合与规模效应下的成本优势,有望驱动公司2024年收入与利润重回增长轨道。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-01-09/doc-ineeitpf7418030.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1170","01888","BK1506"],"gpt_icon":0},{"id":"2502370100","title":"港股異動 | 建滔積層板(01888)早盤漲超6% 服務器用PCB需求持續發酵 公司為覆銅板行業龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2502370100","media":"智通财经","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2502370100?lang=zh_tw&edition=fundamental","pubTime":"2025-01-09 10:24","pubTimestamp":1736389454,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,建滔积层板早盘涨超6%,截至发稿,涨6.44%,报7.11港元,成交额2381.08万港元。据悉,PCB制造环节包括将覆铜板进行钻孔、镀铜、印刷、焊接等加工环节,最终形成电路板。开源证券此前指出,建滔积层板为覆铜板行业龙头,伴随2024年铜价有所上涨,下游需求逐步回暖,覆铜板具备弹性调价空间,叠加供应链垂直整合与规模效应下的成本优势,有望驱动公司2024年收入与利润重回增长轨道。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1235299.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4211","01888","PCB","BK1170","BK1506"],"gpt_icon":0},{"id":"2502037235","title":"建滔積層板盤中異動 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