胜宏科技(02476)今日盘中大涨5.04%，引发了市场的广泛关注。
消息面上，PCB板块在经历连续两日回调后今日企稳反弹，同行业建滔积层板涨5.32%、建滔集团涨3.17%，板块呈现普涨修复格局。此前胜宏科技一周内股价从约190元飙升至280元后连续回调，短期获利盘兑现压力有所释放，为今日反弹提供了空间。
基本面方面，公司在手订单持续增长，与核心客户合作开发的研发迭代产品顺利推进，部分客户已释放2027–2028年长期需求，叠加花旗预期覆铜板厂商将启动新一轮加价潮，行业景气度中期逻辑未变，进一步提振了市场信心。
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