智通财经APP获悉，建滔系早盘走高，截至发稿，建滔积层板(01888)涨7.04%，报9.27港元；建滔集团(00148)涨6.93%，报23.15港元。
消息面上，AI产业链浪潮不断推进，极大促进了PCB行业的发展，尤其是科技巨头掀起的数据中心建设浪潮，PCB行业景气度有望进一步提升。兴业证券近日指出，随着成交占比的上升，AI产业链中部分细分方向开始出现短期交易拥挤的信号。综合景气度、拥挤度及资金流入，AI产业链50大细分方向中，当前可重点关注PCB等相对低位、有性价比的环节。招商证券此前表示，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。
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。此外，建滔集团布局上游原料和下游PCB全产业链。公司2024年中报披露，集团大力打造覆铜面板研发中心，配备高精尖设备，集团已成功研发多种高频高速产品可以应用于AI服务器内的GPU主板。
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