智通财经APP获悉，建滔积层板(01888)逆势涨近4%，高见32.2港元创上市新高。截至发稿，涨3.82%，报32.04港元，成交额7.72亿港元。
消息面上，花旗发布研报称，预期随着旺季来临，建滔积层板将更频繁地上调平均售价。该行估计今年铜箔的均价将较去年的每张116元，同比增加约68%至196元。该行将建滔积层板2026至2028财年的盈测分别上调18%、23%及16%，目标价上调至43港元。由于上游玻璃织物及铜箔供应短缺，在中国工业人工智能基础设施行业中仍然首选建滔积层板。
此前4月3日，建滔积层板发布涨价函：板料及PP半固化片价上调10%。涨价主要原因是上游树脂、电子玻纤布等核心材料价格出现了大幅上涨。电子树脂作为PCB重要原料之一，受下游需求拉动及上游原料涨价影响，迎来高景气周期。
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