智通财经APP获悉，建滔积层板(01888)早盘涨超5%，截至发稿，涨4.68%，报28.16港元，成交额3.29亿港元。
消息面上，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。
中信证券发布研报称，4月以来，众多龙头覆铜板公司密集发布涨价函，覆铜板盈利能力稳步向上的能见度持续提升。该行判断覆铜板盈利能力26Q1有望保持平稳，26Q2有望开始向上提升，同时从产业逻辑的视角，顺周期下传统覆铜板超额涨价逻辑明确，利润率提升有望在26H1逐步体现，覆铜板是兼具涨价和AI放量逻辑的板块，26Q2到下半年涨价幅度和持续时间均具备超预期潜力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.