建滔集团(00148)今日盘中大涨5.16%，引起了市场的广泛关注。
消息面上，全球覆铜板供需持续紧张，韩国PCB厂商出现恐慌性抢购，单笔预购量达正常月份5倍以上，部分高端产品交货周期延长。韩国3月覆铜板进口均价同比上涨74.5%，创2000年以来新高。建滔积层板年内已三次提价，累计涨幅超40%。
此外，花旗将建滔集团目标价由48港元大幅上调至65港元，重申买入评级，并上调盈利预测50%至61%，认为当前市净率仅0.8倍，估值存在明显修复空间。
建滔集团(00148)今日盘中大涨5.16%，引起了市场的广泛关注。
消息面上，全球覆铜板供需持续紧张，韩国PCB厂商出现恐慌性抢购，单笔预购量达正常月份5倍以上，部分高端产品交货周期延长。韩国3月覆铜板进口均价同比上涨74.5%，创2000年以来新高。建滔积层板年内已三次提价，累计涨幅超40%。
此外，花旗将建滔集团目标价由48港元大幅上调至65港元，重申买入评级，并上调盈利预测50%至61%，认为当前市净率仅0.8倍，估值存在明显修复空间。
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