覆铜板回春 建滔积层板迎来双重反弹

BambooWorks
Feb 27

电子材料产业随AI服务器与高速通讯需求回暖重新升温。覆铜板龙头建滔积层板,在产业转折点迎来盈利与股价的双重反弹Key takeaways:▶建滔积层板预计2025年纯利按年增逾80%至约23.9亿港元▶公司年初宣布加码20亿元布局上游材料产能对电子制造而言,印刷电路板(PCB)与其基材覆铜板(CCL)是不可或缺的基础材料,PCB是所有电子设备的“神经系统”,而覆铜板则是PCB的核心原料。在AI...

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