异动解读 | 建滔积层板盘中大涨8.46%,中期业绩增长、CCL涨价及AI需求带动股价上涨

异动解读
6 hours ago

建滔积层板(01888.HK)今日盘中大涨8.46%,截至10:10,股价报13.19港元。此次涨幅主要受到公司中期业绩增长、覆铜板(CCL)价格上涨以及人工智能(AI)需求带动印刷线路板(PCB)行业景气度上升等因素的推动。

根据公司最新发布的中期业绩报告,建滔积层板2025年上半年营业额达95.88亿港元,同比增长11%;纯利9.33亿港元,同比增长28%。这一亮眼的业绩表现为公司股价提供了有力支撑。与此同时,建滔集团(00148.HK)也公布了令人鼓舞的中期业绩,营业额约216.08亿港元,同比增长6%;纯利约25.82亿港元,同比大幅增长71%。

此外,CCL行业近期迎来涨价潮,建滔积层板已发布涨价函,多家二线厂商纷纷跟进。更值得关注的是,AI快速发展带动了新兴电子产品需求的强劲增长,进而推动了覆铜面板和印刷线路板产品的需求上升。建滔集团主席张国荣表示,公司计划在广东开平设立AI线路板生产线,投资规模预计达8亿至10亿元人民币。他还透露,相关订单已经饱和,预计明年上半年将满负荷生产,前景乐观。这些积极因素共同推动了建滔积层板股价的大幅上涨。

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