建滔积层板（01888）今日盘中大涨5.03%，截至14:40，股价报13.37港元，成交额达3.51亿港元，引发市场关注。
消息面上，建滔积层板今年上半年业绩表现亮眼，实现营业额95.88亿港元，同比增长11%；纯利达9.33亿港元，同比增长28%。此外，近期覆铜板行业掀起涨价潮，建滔、威利邦、宏瑞兴等公司于8月15日宣布覆铜板价格上调5-10元/张，这一举措有望进一步提升公司的盈利能力。
分析师对建滔积层板的前景持乐观态度。开源证券指出，2025年下半年公司覆铜板价格已率先调涨，加之PCB需求强劲或支撑价格刚性，预计下半年业绩表现将受益。展望未来，2026年高端CCL及物料产能布局有望加速，AI相关业务机会可能逐步兑现，推动公司估值中枢上移。分析师预计，实际财务贡献或在2027年集中释放，并维持对该股的"买入"评级。
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