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　　建滔积层板（01888）盘中涨超6%，截至发稿，股价上涨5.99%，现报12.74港元，成交额2.75亿港元。

　　中信证券指出，原材料价格、稼动率水平保持高位，覆铜板厂商加强推动涨价。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。

　　近日，国泰海通（发布研报称，首次覆盖建滔积层板（01888），给予“增持”评级。公司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预计公司2025-2027年净利分别为23.49/31.23/38.15亿港元，根据PE估值法，给予目标价20港元。

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