花旗发表报告指出，建滔积层板(01888.HK) 2025年上半年净利润增长28%，达到9.33亿港元，符合该行预测的9.34亿港元。然而，核心盈利按年仅增长10%至8.6亿港元，略低于该行预期，原因在于成本增长快于平均售价。因此，该行将建滔积层板2025年盈利预测下调8%，但2026至2027年盈利预测基本保持不变，因：1) 建滔于8月中旬将平均售价上调约7%至8%，预计2025年下半年毛利率将较上半年提升；2)2025年第四季起开始销售上游纱线/布料，并于2026年进一步扩大产能，预计2026至2027年盈利上调10%以上，该因素尚未纳入该行预测。
花旗因此将建滔积层板目标价从14港元上调至20.5港元，反映公司预计于2025年底进入Nvidia(NVDA.US) 供应链。该行调整对中国覆铜板(CCL)供应链的股票偏好，现为建滔积层板>生益科技(600183.SH) >建滔化工(00148.HK) ，之前首选为生益科技。(ad/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-08-26 12:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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