电子行业周报:AI需求旺盛+上游原材料成本上升 覆铜板涨价有望持续

国金证券
Dec 28

电子周观点:A1需求旺盛+上游原材料成本上升,覆铜板涨价有望持续。12月26日,建治积层板发出涨价通知,表示目前钢价暴涨、玻璃布供应紧张,迫于成本压力,将从当日起,对所有材料价格统一上调10%。今年建滔积层板已多次涨价,8月15日,建治宣布旗下CCL全面涨价,每张板子调升人民币10元:12月1日,建治因钢、玻璃布及化工原材料价格大幅攀升发布调价公告,CEM-1/22F/V0/HB类产品价格上调5%...

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