金吾财讯 | PCB概念走高，截至发稿，建滔积层板(01888)涨8.62%，广合科技(01989)涨5.17%，建滔集团(00148)涨1.76%。消息面上，国金证券认为，伴随全球PCB产值稳步增长，2025年全球PCB钻针市场规模约59.1亿元，亚太地区是最大的市场，占有大约85%的份额，成为AI算力产业链中景气度兑现最直接的细分领域。其中，量端，AI服务器PCB升级引爆钻针消耗量；价端，产品结构升级持续推升ASP。2029年涂层钻针占比有望从31.3%升至50.5%，高端产品溢价显著，行业均价中枢持续上移，量价共振打开行业增长空间。当前国产龙头加速攻坚高端市场，鼎泰高科实现0.01mm超细钻针量产与核心设备自研，金洲精工依托钨全产业链布局扩产高端微钻，欧科亿深耕棒材材料环节，国产替代与高端化双轮驱动，行业龙头有望持续受益AI算力红利。
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