异动解读 | 建滔集团盘中大涨5.19%,年度溢利飙升近170%及覆铜面板需求旺盛推动股价上扬

异动解读
Mar 17

建滔集团(00148)今日盘中大涨5.19%,引起了市场的广泛关注。

消息面上,建滔集团发布了截至2025年12月31日止年度的强劲业绩报告。报告显示,集团期内营业额为453.75亿港元,同比增长5%;公司持有人应占溢利达到44.02亿港元,同比大幅增加169.98%。公司同时宣布拟派发末期股息每股111港仙及特别末期股息每股40港仙。

业绩增长主要得益于覆铜面板及其上游物料业务的出色表现。回顾期内,整体电子市场需求畅旺,人工智能(AI)等高端领域快速发展,带动了覆铜面板、AI电子玻璃纤维纱、AI电子玻璃纤维布及铜箔等产品的需求。集团相关产品的单价普遍明显上升,销量也较去年同期取得增长,从而推动了覆铜面板部门利润的显著提升,产业链上下游业务景气度持续上扬。

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