异动解读|胜宏科技盘中上涨3.32%,PCB板块集体走强延续AI算力行情

行情直击
Aug 17

8月17日,胜宏科技盘中上涨3.32%,报249.0港元,成交额5.06亿港元。

消息面上,电子元件板块今日全线走强,同行业建滔积层板涨6.37%、建滔集团涨6.08%、立讯精密涨5.05%,PCB产业链整体延续反弹格局。此前花旗发布研报指出,8月份电子级玻璃纤维布销售均价按月上升17%至18%,预期主要覆铜板生产商将展开新一波加价潮,行业景气度持续上行。基本面方面,公司此前公告显示在手订单持续增长,与核心客户合作开发的研发迭代产品顺利推进,部分客户已释放长期需求,一季度归母净利润同比增长39.95%,产能利用率处于良好水平。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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