智通财经APP获悉，建滔系早盘普涨，截至发稿，建滔积层板(01888)涨5.57%，报23.5港元；建滔集团(00148)涨3.7%，报39.2港元。
消息面上，4月以来，受下游需求攀升及原材料价格上涨影响，建滔积层板等覆铜板企业陆续启动新一轮涨价。据媒体报道，继日本半导体材料巨头Resonac宣布将铜箔基板及黏合胶片售价上调30%以上之后，三菱瓦斯化学也宣布4月1日起对覆铜板、铜箔树脂片等全系列高端PCB材料涨价30%。建滔近日亦将所有板料、PP（半固化片）价格上调10%。
国金证券指出，从台积电产能排满、加速扩产及GPU租赁价格上涨的情况来看，AI短期、中期的需求都非常强劲。我们认为AI强劲需求带动PCB价量齐升，目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，业绩高增长有望持续。AI覆铜板也需求旺盛，由于海外覆铜板扩产缓慢，大陆覆铜板龙头厂商有望积极受益。
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