金吾财讯 | 覆铜板（CCL）龙头建滔积层板(01888)股价大幅上涨，报35.58元，涨7.17%，成交量3164万。
消息面上，建滔积层板及忠信积层板（澳门）有限公司联合发布公告，自即日起对旗下FR-4覆铜板及PP半固化片价格统一上调10%。此前，公司已多次发布涨价函，而本次调价的时点，恰好处于行业成本压力集中释放的关键阶段。市场普遍认为，龙头厂商的调价动作，将带动行业整体定价权重塑，缓解CCL企业的毛利率压力。
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。
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