建滔系今日走高，建滔积层板涨8.23%，报22.62港元；建滔集团涨4.96%，报38.12港元。
消息面上，据PCB资讯报道，3月10日，建滔集团发布涨价通知，通知表示，受中东局势影响，环氧树脂、天然气、TBBA等化工产品价格暴涨且供应紧张，叠加铜价长期高位运行，导致覆铜板原材料及加工成本急剧攀升带来的成本压力，自当日接单起，对板料、PP（半固化片）及铜箔加工费等所有厚度规格产品同步提价10%。
值得一提的是，2025年下半年以来，建滔8月、10月、12月月初已经提价三次，12月再次提涨。东莞证券此前研报曾指出，展望后续，原材料价格仍然维持高位，下游PCB整体稼动率较高，同时AI覆铜板产品挤占常规产能，叠加覆铜板厂市场份额较为集中，预计覆铜板产品调价趋势有望进一步延续，相关公司业绩、盈利能力有望拾级而上。
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