异动解读 | 覆铜板供需紧张叠加花旗上调目标价,建滔集团盘中大涨5.14%

异动解读
May 22

建滔集团今日盘中大涨5.14%,引起了市场的广泛关注。

消息面上,全球覆铜板供需持续紧张,韩国PCB厂商出现恐慌性抢购,单笔预购量达正常月份的5倍以上,部分高端产品交货周期由2至4周延长至6周以上。韩国3月覆铜板进口均价同比上涨74.5%,创2000年以来新高。建滔积层板年内已三次提价,累计涨幅超40%。

此外,花旗将建滔集团目标价由48港元大幅上调至65港元,重申买入评级,并上调盈利预测50%至61%,认为当前市净率仅0.8倍,估值存在明显修复空间。同业建滔积层板今日盘中亦大幅上涨,板块联动效应显著。

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