智通财经APP获悉，建滔积层板(01888)再涨超7%，盘中高见16.99港元创新高。截至发稿，涨7.35%，报16.8港元，成交额5.71亿港元。
消息面上，去年下半年以来，建滔积层板在8月、10月、12月月初提价，其中12月提涨两次。国泰海通证券指，这意味着AI景气驱动下全产业链进入良性提价周期。公司同时布局铜箔、电子布和覆铜板，作为行业一体化龙头有望能全环节受益于涨价周期。展望2026年，公司产品结构高端化和产业链涨价有望共同推动公司盈利中枢抬升。
花旗预期，建滔积层板的核心盈利增长将在铜价上行周期中显著提速。其增长率将从2025年上半年的同比10%，跃升至下半年的约58%，并在2026年进一步实现57%的增长。此预测尚未计入公司AI玻璃纤维业务可能的贡献。报告认为，由于覆铜面板行业集中度高，龙头企业凭借技术及成本优势，有能力将原材料涨价压力传导至下游印刷电路板客户。
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