建滔积层板(01888)今日盘中大涨5.01%，股价表现强劲。
消息面上，覆铜板行业近期再现集体涨价潮。建滔积层板已将所有板料及PP半固化片价格上调10%。本轮涨价受成本与需求双重驱动：上游电子纱等原材料价格上行推升成本端压力，同时AI服务器对高多层、高频高速PCB的需求激增，令高端覆铜板供需缺口持续扩大。公司凭借垂直整合的产业链及高端电子布的大规模供应能力，在本轮行业景气周期中具备显著竞争优势。
此外，机构海通国际给予公司首次覆盖“优于大市”评级，目标价35港元。该机构认为，公司已进入“传统业务顺价扩利”与“AI高端材料打开第二成长曲线”的双击阶段，推动估值从周期修复转向成长重估，并给出了积极的财务预测。这些因素共同增强了市场对公司未来盈利能力和增长潜力的信心，推动了股价的显著上涨。
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