异动解读 | 建滔积层板盘中大涨5.09%,覆铜板供需紧张及行业利好推动股价上扬

异动解读
May 21

建滔积层板今日盘中大涨5.09%,引起了市场的广泛关注。

消息面上,PCB行业呈现量价齐升的态势,覆铜板供需紧张的格局持续发酵。据报道,韩国PCB厂商因断供担忧,已向中国CCL厂商下达了超常规的预购订单,导致部分高端产品的交货周期延长至6周以上。此外,建滔积层板自身已于4月内两次宣布全系覆铜板涨价10%,累计涨幅超过40%,这充分彰显了公司强大的成本转嫁能力。

花旗维持对建滔积层板的“买入”评级,并给出51港元的目标价。报告指出,受织机供应限制,未来两年行业供应增长预计仍然有限。同时,同行业的建滔集团今日也上涨了3.8%,显示出整个PCB板块的走强态势,共同推动了建滔积层板的股价表现。

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