港股异动 | 建滔积层板(01888)涨超6% PCB产业链景气向上 机构看好其业绩增长势能

智通财经
Oct 28, 2025

智通财经APP获悉,建滔积层板(01888)涨超6%,截至发稿,涨6.61%,报14.18港元,成交额4.37亿港元。

消息面上,据报道,据不完全统计,截至10月27日,已有生益电子等10多家PCB产业链上市公司披露的三季报或前三季度业绩预告显示,行业整体呈现业绩高增长态势。与此同时,PCB的扩产潮正从制造环节向上游设备材料领域传导,一场由AI驱动的高端化变革正在这个传统行业全面展开。此外,国金证券指出,M9如果确定将带来材料方案升级,例如铜箔是可能倾向于HVLP4,电子布是Q布+二代布。

国泰海通证券此前指出,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。开源证券认为,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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