港股异动 | 建滔积层板(01888)涨超7% 机构指产品升级与覆铜板涨价有望贡献业绩增长势能

智通财经
Sep 29

智通财经APP获悉,建滔积层板(01888)涨超7%,截至发稿,涨7.52%,报12.44港元,成交额3.79亿港元。

消息面上,国泰海通证券指出,建滔积层板是覆铜板行业龙头公司之一,上游材料一体化布局构建差异化壁垒,电子布铜箔覆铜板同步升级,传统覆铜板供需格局和新价格趋势乐观。产品升级与覆铜板涨价有望贡献公司业绩增长势能。该行认为,历史上铜价和玻璃纤维布向上的周期中,传统覆铜板的价格周期也较为乐观。25H2行业进行新一轮提价尝试。从供需格局来看,覆铜板行业整体需求伴随AI需求改善有较好的增长预期,主要企业的扩产计划也主要聚焦在高端板中,甚至行业部分中端产能将进行高端化的转产。因此传统中端覆铜板的供需格局也较良好。

今年8月15日,建滔积层板发布涨价函:宣布由于铜、玻璃布以及化工原材料等价格均大幅上涨,考虑成本压力,从即日起,对 CEM-1/22F/V0/HB价格+10元/张,FR-4价格+10元/张,大约对应约8%左右涨幅。中信证券此前指,前期涨价的底层逻辑更多为覆铜板厂商长期价格/盈利承压下的修复性涨价,随着25Q2头部覆铜板厂商净利率水平提升至约10%,该行认为行业的提价底层逻辑正逐步转为行业景气上行带来的盈利潜力释放。

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