建滔积层板（01888）今日盘中大涨5.06%，股价表现强势。
消息面上，公司近期发布涨价函，将板料及PP半固化片价格统一上调10%，主要因上游树脂、电子玻纤布等核心原材料价格大幅上涨且供应紧张。同时，公司公告显示全年业绩表现亮眼，收入达204.00亿港元，同比增长10%；净利润24.42亿港元，同比大幅增长83.6%。
机构方面，海通国际首次覆盖给予“优于大市”评级，目标价35港元。花旗发布研报称，预期随着旺季来临，建滔积层板将更频繁地上调平均售价，并将公司2026至2028财年的盈利预测分别上调18%、23%及16%，目标价上调至43港元。花旗指出，由于上游玻璃织物及铜箔供应短缺，在中国工业人工智能基础设施行业中仍然首选建滔积层板。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.