大华继显研究报告指,建滔积层板(01888.HK) 上半年净利润按年增长28%至9.33亿元,达到该行全年预测的33%。毛利率下降1.3个百分点,因层压板平均售价升幅未能完全覆盖铜成本上升。管理层对低介电玻璃纤维纱(low-Dk fibreglass yarn)的发展前景乐观,并正加速下半年产能扩张。该行对印刷电路板(PCB)行业趋势持积极态度,已将产品加价因素纳入预测。目标价由9.58元上调至...
Source Link大华继显研究报告指,建滔积层板(01888.HK) 上半年净利润按年增长28%至9.33亿元,达到该行全年预测的33%。毛利率下降1.3个百分点,因层压板平均售价升幅未能完全覆盖铜成本上升。管理层对低介电玻璃纤维纱(low-Dk fibreglass yarn)的发展前景乐观,并正加速下半年产能扩张。该行对印刷电路板(PCB)行业趋势持积极态度,已将产品加价因素纳入预测。目标价由9.58元上调至...
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