智通财经APP获悉，建滔积层板(01888)涨超4%，截至发稿，涨4.12%，报12.37港元，成交额1.8亿港元。
消息面上，东莞证券指出，继11月台湾南亚塑胶对全系覆铜板产品调涨8%后，建滔积层板本周对产品进行新一轮调涨，受铜价上涨、玻璃布供应紧张等因素影响，CEM-1/22F/V0/HB产品涨价5%，FR-4、PP产品均涨价10%。目前原材料价格仍然维持高位，下游PCB厂稼动率较高，覆铜板产品调价趋势有望进一步延续。从成长性来看，明年随着GPU、ASIC阵营新平台产品陆续采用M8.5+材料，覆铜板产品价值量有望大幅提升。建议关注受益于覆铜板涨价、具备高端产品储备的厂商。
另据PCB信息网报道，12月3日，2025国际电子电路（深圳）展览会（HKPCA Show）在深圳国际会展中心启幕，建滔积层板（展位：8H20）携全产业链高端解决方案重磅亮相。本届展会上，建滔积层板精准契合AI、汽车电子等高端场景需求，展出的核心产品矩阵均具备明确技术支撑与市场验证。KB建滔积层板重点推出覆盖AI服务器、IC载板及汽车电子等领域的创新解决方案。
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