建滔积层板今日盘中大涨8.91%，引起了市场的广泛关注。
消息面上，公司所属的覆铜板行业正面临供需紧张格局。受PCB市场需求大幅上升影响，覆铜板交货周期已由常规的2周延长至最长6周。同时，公司近日发布涨价通知，将所有板料及PP价格上调10%，主因铜价高企及玻璃布供应紧张导致成本急剧上升。
此外，由AI驱动的超级周期持续推动PCB需求增长，进而带动覆铜板需求攀升，行业供需紧张格局预计将维持到2027年甚至更久。花旗此前已上调公司未来财年盈利预测及目标价，进一步增强了市场对公司前景的信心。
建滔积层板今日盘中大涨8.91%，引起了市场的广泛关注。
消息面上，公司所属的覆铜板行业正面临供需紧张格局。受PCB市场需求大幅上升影响，覆铜板交货周期已由常规的2周延长至最长6周。同时，公司近日发布涨价通知，将所有板料及PP价格上调10%，主因铜价高企及玻璃布供应紧张导致成本急剧上升。
此外，由AI驱动的超级周期持续推动PCB需求增长，进而带动覆铜板需求攀升，行业供需紧张格局预计将维持到2027年甚至更久。花旗此前已上调公司未来财年盈利预测及目标价，进一步增强了市场对公司前景的信心。
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