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　　建滔积层板（01888）年内涨幅接近翻倍，截至发稿，股价上涨7.89%，现报26.80港元，成交额6.82亿港元。

　　据报道，台光电、台耀、联茂等三大高阶铜箔基板（CCL）供应商，近期均已陆续与客户沟通涨价事宜。其中，台耀已向客户发出正式通知，自4月25日起调涨CCL报价，部分系列产品涨幅达20%至40%。台光电与联茂则宣布，将于第二季度起对高阶材料启动新一波调价，幅度皆为10%，且均锁定AI服务器、交换机等高阶应用。

　　长江证券指出，本轮调价受成本上涨与需求攀升双重驱动。成本端，电子纱G75报价已上涨至11500-12700元/吨，环比上涨约800元/吨，电子布厂与下游覆铜板厂的电子布备货库存均降至历史低位，下游覆铜板订单饱满，提价具备落地基础。需求端，AI服务器对高多层、高频高速PCB需求激增，单台AI服务器的CCL价值量为传统服务器的3-5倍，高端CCL供需缺口持续扩大。

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