智通财经APP获悉，花旗发布研报称，料建滔积层板(01888)2025年上半年业绩预计仅实现温和增长，因基数较高且几乎没有AI业务，维持“买入”评级及目标价14港元，预期股价将出现调整。
就建滔积层板公布，控股股东建滔集团(00148)配售建滔积层板最多7850万股，每股配售价10港元较上日收市价折让7.75%，完成后，建滔集团于建滔积层板持股将由73.76%降至71.25%。该行预计上述交易将在短期内对建滔积层板股价表现构成压力。
该行指，近期已将投资偏好从建滔积层板转向生益电子(688183.SH)，并建滔积层板将列为最低优先，因生益电子相对落后且在人工智能领域有更大业务敞口。花旗预计只有AI相关基础设施板块将表现出色，其次是汽车行业。其他如通讯设备、家电、智能手机、工业自动化等板块可能面临温和下降至轻微增长。
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