异动解读 | 建滔积层板盘中大涨5.41%,年度业绩亮眼、盈利弹性释放推动股价上扬

异动解读
Mar 17

建滔积层板(01888)今日盘中股价大幅上涨5.41%,引起了市场的广泛关注。

消息面上,公司此前发布了截至2025年12月31日止年度的业绩报告,业绩表现十分强劲。报告显示,公司年内营业额达到204亿港元,同比增长10%;公司持有人应占溢利为24.42亿港元,同比大幅增长84.16%。同时,公司拟派发末期股息及特别股息。业绩增长主要得益于覆铜板及上游原材料需求强劲,公司产品在报告期内实现了量价齐升,其中电子玻纤纱、玻纤布的利润超过6亿港元,同比增长高达70%。

此外,行业层面,以建滔积层板为代表的覆铜板厂商已进行多轮产品提价,主要受原材料成本上升推动。公司凭借垂直整合的产业链优势,自产核心原材料,具备了较强的供应链稳定性和成本控制能力。光大证券在研报中指出,公司“盈利弹性释放”逻辑正在兑现,并上调了其未来盈利预测,维持“买入”评级。市场对公司未来在电子布等领域的利润增长抱有积极预期,这共同推动了股价的上涨。

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