智通财经APP获悉，建滔积层板(01888)涨超7%，截至发稿，涨6.95%，报8.62港元，成交额1.3亿港元。
消息面上，建滔积层板将于3月24日举行董事会会议，藉以通过公布截至2024年12月31日止年度的全年业绩，并考虑派付末期股息的建议。开源证券此前指出，建滔积层板为覆铜板行业龙头，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。
国金证券认为，从PCB产业链12月最新数据来看，整个行业景气度维稳，上游景气度回暖更明显、同环比均有明显提升，整个景气度判断为“稳健向上”。招商证券此前指，PCB/CCL行业兼具周期和成长属性，叠加算力+AI端侧等创新有望驱动行业进入新一轮增长，仍可积极关注。
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