智通财经APP获悉，建滔积层板(01888)涨超3%，截至发稿，涨3.42%，报9.67港元，成交额6571.84万港元。
消息面上，国金证券近期研报指出，从PCB产业链最新数据和5月产业链更新来看，整个行业景气度同比均大幅上行，整个产业链景气度判断为“显著向上”。根据该行产业链跟踪，主要原因来自于家电、汽车、消费类随着政策补贴加持同时AI开始大批量放量，并且从当前的能见度观察来看，二季度有望持续保持较高的景气度状态，特别是覆铜板行业有望在25Q2实现大幅度的环比增长。该行指，需求加速揭开涨价周期，建滔积层板高端品布局有望将盈利水平拔到新高度。
开源证券认为，2025H1公司覆铜板价格调涨、国补刺激需求景气回暖支撑业绩表现，2025H2铜价及需求持续性仍需跟踪；长周期来看，逆势扩产进军高端覆铜板及物料有望提升AI关联度，维持“买入”评级。
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