异动解读 | 董事密集减持叠加行业调整压力,建滔积层板盘中大跌5.04%

异动解读
Jul 29

建滔积层板(01888)今日盘中大跌5.04%,引发市场广泛关注。

消息面上,多重利空因素持续施压该股。联交所权益披露显示,执行董事张家豪于7月20日以每股均价42.10港元减持100万股,涉资约4210万港元。此前,大股东Hallgain Management Limited及多位董事已密集减持,控股股东建滔集团年内两次大规模减持合计套现约145亿港元。管理层及大股东的接连减持行为,对市场信心造成明显冲击。

此外,PCB行业远期产能集中释放引发价格战担忧,叠加中报业绩窗口期资金集中兑现浮盈,该股自高位107港元累计回落逾六成,PCB板块整体仍处于调整通道。同板块建滔集团今日跌3.51%,广合科技跌7.92%,板块整体承压明显。

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