智通财经APP获悉，建滔积层板(01888)早盘涨近6%，截至发稿，涨3.82%，报20.66港元，成交额2.03亿港元。
消息面上，建滔积层板近期公告，全年取得营业额204亿港元，同比增加10%；持有人应占溢利24.42亿港元，同比增加84.16%。大华继显指出，建滔积层板拟将今年中的特种玻璃纤维布年产能扩大至2,000吨，今年底或2027年初再增加4,000吨。该行预测，特种玻璃纤维布今年及明年收入贡献将分别达到3%和12%。
东北证券发布研报称，AI算力引爆需求，PCB产业迈入量价齐升新周期；PCB上游成为最大预期差。该行指出，CCL持续涨价，核心来自需求+上游通胀。2025年上半年CCL产业上游的铜、树脂与玻璃纤维布等主要原材料价格普遍呈现波动上涨格局。成本持续上升压力驱动下，多家覆铜板生产商相继提高了产品售价。此外，CCL上游铜箔电子布树脂，业绩放量值得期待。
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