建滔积层板今日盘中大涨5.07%，引起了市场的广泛关注。
消息面上，4月以来覆铜板行业再现涨价潮，建滔积层板已将所有板料及PP价格上调10%。本轮涨价的背景在于下游AI算力需求持续攀升，多家AI-PCB公司订单强劲、满产满销并大力扩产，同时上游电子玻璃纤维布供应紧张，多家覆铜板企业因缺料影响生产，市场呈现供不应求的格局。
建滔积层板凭借垂直整合产业链及高端电子布大规模供应能力，在本轮涨价周期中具备显著竞争优势。公司此前披露全年营业额达204亿港元，同比增长约10%，市场预计其利润增长前景乐观，进一步推动了股价的上涨。
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