智通财经APP获悉，建滔积层板(01888)午后涨超8%，截至发稿，涨8.6%，报10.48港元，成交额1.77亿港元。
消息面上，国盛证券表示，AI PCB需求爆发下，对应产业链当前供给均处于紧张状态，除高多层及高阶HDI产能稀缺紧张外，产业链上游高端材料供应同样稀缺，需重视AI大周期下，PCB产业链业绩爆发机会。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。
中信证券此前指出，建滔积层板是全球覆铜板龙头，历史长周期内业绩维持稳健增长。2023年需求回暖，公司在覆铜板领域龙头地位显著且具备产业链垂直整合优势，未来预计也将不断扩充产能、优化产品结构，有望进一步打开成长空间。
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