港股异动 | 建滔积层板(01888)盘中涨超5% AI产业发展支撑PCB市场增长 机构看好其下半年受益提价

智通财经
Oct 24, 2025

智通财经APP获悉,建滔积层板(01888)盘中涨超5%,截至发稿,涨4.02%,报12.95港元,成交额1.6亿港元。

消息面上,10月23日晚间,生益电子发布2025年前三季度业绩预告称,预计实现营收66.14亿元至70.34亿元,同比增长108%至121%;预计实现归母净利润10.74亿元至11.54亿元,同比增长476%至519%。生益电子在2025年半年报中提到,AI产业快速发展足以支撑PCB市场的增长,预计2025年全球PCB市场产值增长7.6%,达791.28亿美元。

开源证券指出,PCB需求向上、原料价格高企或支撑2025H2调价传导顺畅,从而改善CCL利润率、驱动下半年业绩释放。2026年泰国80万张CCL产能有望逐步投产,玻纤布扩产缓解供应瓶颈、巩固成本优势,业绩前景仍有待观察铜价走势、PCB需求持续性。高端产品方面,建滔积层板已成功研发HVLP3铜箔、IC封装载板用超薄VLP铜箔,高端铜箔已认证进入多家全球头部tier1、通信终端客户;low dk玻璃纱首个窑炉已于2025H1投产,2025H2预计新增三个窑炉、具备生产二代玻璃纱的能力;2026年预计另有6个高端窑炉投产,生产低介电低膨胀及石英玻璃纱。

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