建滔积层板(01888)今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，覆铜板行业近期再现集体涨价潮。建滔积层板已将所有板料及PP半固化片价格上调10%，行业其他主要厂商也纷纷宣布提价。本轮涨价受到成本与需求的双重驱动：成本端，上游电子纱等原材料价格上涨；需求端，AI服务器对高多层、高频高速PCB的需求激增，大幅提升了高端覆铜板的价值量，导致高端产品供需缺口持续扩大。
建滔积层板凭借其垂直整合的产业链以及高端电子布的大规模供应能力，在本轮行业景气周期中具备显著的竞争优势，这被认为是推动其股价走强的重要因素。
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