智通财经APP获悉，建滔积层板(01888)涨超6%，截至发稿，涨6.17%，报7.23港元，成交额3269.12万港元。
消息面上，国金证券近日指出，据IDC预测，明年全球智能手机、PC、AR/VR、可穿戴设备出货量均保持增长，至2028年的五年复合增速分别达到3%、1%、27%、3%，各类消费电子产品保持同比增长将稳定周期修复之势；加之海外云计算厂商在近期纷纷加大资本开支预期，资本开支端高速增长也有望为CCL需求贡献增量。该行认为，当前正是覆铜板行业周期性和成长性双重驱动的关键投资时刻，建议关注强阿尔法公司。
今年上半年，建滔积层板实现营业额约86.38亿港元，同比增长7%；公司持有人应占纯利约7.28亿港元，同比增长72%。开源证券此前指出，公司为覆铜板行业龙头，伴随2024年铜价有所上涨，下游需求逐步回暖，覆铜板具备弹性调价空间，叠加供应链垂直整合与规模效应下的成本优势，有望驱动公司2024年收入与利润重回增长轨道。
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