智通财经APP获悉，建滔积层板(01888)涨幅扩大逾6%，截至发稿，涨6.17%，报12.22港元，成交额1.04亿港元。
消息面上，继台湾南亚塑胶11月发布涨价函之后，12月1日，覆铜板巨头建滔积层板发出涨价通知。通知称，由于目前铜价高企，原铜难求，玻璃布供应亦十分紧张。迫于成本压力，故将从即日接单起对旗下覆铜板全系列产品价格进行上调，涨幅区间为5%至10%。
国金证券发布研报称，根据11月跟踪，整个PCB产业链景气度判断为“保持高景气度”，主要原因来自于汽车、工控随着政策补贴加持同时AI开始大批量放量，并且从当前的能见度观察来看，四季度有望持续保持较高的景气度状态，中低端原材料和覆铜板在四季度又迎来一轮涨价，我们预计覆铜板涨价已经走到了斜率有望变高的重要时间点，建议保持密切观察。
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