异动解读|建滔积层板盘中上涨3.27%,年内第七轮涨价叠加大股东密集增持提振信心

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9月9日,建滔积层板盘中上涨3.27%,报47.4港元/股,成交额3931.65万港元,较前一交易日3.90%的跌幅有所回升。

消息面上,公司近期宣布对所有FR-4覆铜板统一涨价10%、薄布PP涨价20%,为年内第七次发布涨价函,自3月以来基本保持每月一涨,累计涨幅已超100%。与此同时,控股股东关联方Kingboard Investments Limited于8月底至9月初连续多个交易日增持,好仓比例从5.05%升至5.26%;主席张国华亦于9月4日个人增持20万股,持续释放积极信号。此外,花旗重申"买入"评级,目标价95港元,预计10月初将再次上调覆铜板价格以转嫁成本。行业层面,机构指出AI服务器对高端PCB及覆铜板需求强劲,供需紧平衡格局预计至少维持至明年,下半年PCB业绩斜率有望加速。

(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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