建滔积层板（01888）今日盘中大涨5.03%，报13.37港元，成交额达3.51亿港元，引发市场关注。
消息面上，建滔积层板公布了亮眼的半年报业绩。今年上半年，公司实现营业额95.88亿港元，同比增加11%；纯利达9.33亿港元，同比增长28%。这一优秀的财务表现无疑增强了投资者对公司的信心。
此外，行业动态也为建滔积层板的股价上涨提供了支撑。近期，覆铜板市场掀起涨价潮，建滔、威利邦、宏瑞兴等公司于8月15日同时宣布覆铜板价格上调5-10元/张。开源证券分析指出，2025年下半年公司覆铜板价格已率先调涨，加之PCB需求强劲可能支撑价格刚性，预计下半年业绩表现有望受益。该券商还提到，2026年高端CCL及物料产能布局将加速，AI相关业务有望开始贡献利润，这可能推动公司估值中枢上移。基于这些因素，开源证券维持对建滔积层板的"买入"评级。
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