智通财经APP获悉，建滔积层板(01888)现跌超7%，截至发稿，跌7.13%，报11.85港元，成交额3.2亿港元。
消息面上，建滔积层板今年上半年实现营业额95.88亿港元，同比增加11%；纯利9.33亿港元，同比增加28%。开源证券表示，2025年下半年公司覆铜板价格已率先调涨，PCB需求强劲或支撑价格刚性，下半年业绩表现有望受益；2026年高端CCL及物料产能布局提速，AI期权有望步入兑现期，驱动估值中枢上移，实际报表贡献或在2027年集中释放。
大华继显发布研报称，建滔积层板上半年毛利率下降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。该行对其业务展望及新材料开发感正面，但认为目前股价已反映短期增长潜力，评级下调至“持有”。该行对其2025至27年收入预测大致不变，但降各年盈测分别16%、14%及9%，反映层压板平均售价升幅较弱。
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