港股异动 | 建滔积层板涨近8%,调涨部分产品价格10%,机构指行业整体进入周期上行通道

智通财经
Apr 29

4月29日,覆铜板行业龙头建滔积层板续涨近8%, 公司发布正式涨价通知。

消息面上,据上证报4月28日消息,覆铜板行业龙头建滔集团旗下广东建滔积层板销售有限公司发布正式涨价通知,称由于当前铜价高企,玻璃布供应亦十分紧张,导致覆铜板(CCL)成本急剧上升,从即日起上调FR-4覆铜板及PP半固化片价格,调整幅度为10%。

海通国际此前指出,不同于PCB行业竞争格局相对分散,CCL行业产能和厂商较为集中,呈现寡头格局,建滔积层板作为行业龙头议价权较强,且在铜价涨价及供需偏紧背景下多次提价(25年提价4次幅度,1H26提价20%)保证利润率,随着PCB扩产进程加速,CCL需求增加,行业整体进入周期上行通道。

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