异动解读 | 盈喜业绩支撑叠加板块回暖,建滔积层板盘中大涨5.07%

异动解读
Aug 04

建滔积层板(01888)今日盘中大涨5.07%,引发市场广泛关注。

消息面上,公司于7月30日晚间发布盈喜公告,预计上半年纯利超28亿港元,同比增长逾200%,主要受益于覆铜面板及上游材料供不应求、量价齐升。此外,公司将于8月24日披露正式中期业绩并考虑派息事宜,花旗此前重申"买入"评级,目标价维持130港元,认为当前股价跌幅过度。同板块建滔集团涨3.06%、胜宏科技涨2.88%,PCB板块整体回暖对股价形成支撑。

不过,此前大股东密集减持套现超200亿港元所带来的抛压,仍是市场关注的核心风险因素。

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