5月22日，港股PCB概念股盘初走强，建滔积层板涨超10%，广合科技、胜宏科技涨超8%，建滔集团涨超6%。
今年以來，受下游需求攀升及電子布、銅箔等原材料價格上漲影響，覆銅板(CCL)價格持續上行。4月28日，建滔集團宣佈CCL漲價10%，繼4月3日首次漲價10%後，月內實現二次提價，充分彰顯頭部企業成本轉嫁能力與順暢的順價機制。
研報稱，AI短期、中期的需求強勁，目前多家AI-PCB公司訂單強勁，滿產滿銷，正在大力擴產，業績高增長有望持續。AI覆銅板需求旺盛，海外覆銅板擴產緩慢，大陸覆銅板龍頭廠商有望受益。
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