金吾财讯 | 招银国际表示，全球PCB和CCL产业正处于由AI基础设施投资浪潮推动的结构性上行周期的早期阶段。这轮周期的显著特征是高性能与标准产品之间的分化：预计PCB市场将在2025年反弹12.8%，而CCL板块已在2024年实现18%的增长，展现出更强的定价能力。该机构看好这一趋势，核心逻辑在于AI高性能需求带来的产品结构升级，这将支持龙头厂商实现价格韧性与利润率扩张。
金吾财讯 | 招银国际表示，全球PCB和CCL产业正处于由AI基础设施投资浪潮推动的结构性上行周期的早期阶段。这轮周期的显著特征是高性能与标准产品之间的分化：预计PCB市场将在2025年反弹12.8%，而CCL板块已在2024年实现18%的增长，展现出更强的定价能力。该机构看好这一趋势，核心逻辑在于AI高性能需求带来的产品结构升级，这将支持龙头厂商实现价格韧性与利润率扩张。
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