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　　建滔积层板（01888）早盘涨近6%，午后股价上涨4.01%，现报12.96港元，成交额1.78亿港元。

　　2025年12月，受铜价上涨及玻璃布供应紧张的影响，铜箔基板龙头建滔向客户发涨价函。公司表示，原物料成本已难以吸收，新接单材料价格再度全面调涨10%。值得注意的是，此次涨价已是2025年下半年以来建滔发起的第三次涨价。招商证券判断，“涨价”将成为CCL行业25-26年的主旋律。

　　国金证券发布研报称，AI强劲需求带动PCB价量齐升，目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，四季度及明年业绩高增长有望持续。AI覆铜板也需求旺盛，由于海外覆铜板扩产缓慢，大陆覆铜板龙头厂商有望积极受益。

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