智通财经APP获悉，建滔积层板(01888)涨超8%，截至发稿，涨8.59%，报15.9港元，成交额3.11亿港元。
消息面上，花旗发布研究报告指出，大宗商品价格已大幅上升，并似乎在较高水平整固，该行分析有关对中国内地各板块的影响。正面而言，基础物料行业是主要受惠者，尤其是铝、铜及锂供应商。该行认为，铜价上升亦令建滔积层板等覆铜板(CCL)生产商的毛利率得以扩张。
此前，花旗表示，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。花旗认为，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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