智通财经APP获悉，PCB概念股涨幅居前，截至发稿，建滔积层板(01888)涨10.36%，报49港元；广合科技(01989)涨7.95%，报194.2港元；胜宏科技(02476)涨7.11%，报370.8港元；建滔集团(00148)涨5.79%，报76.4港元。
今年以来，受下游需求攀升及电子布、铜箔等原材料价格上涨影响，覆铜板(CCL)价格持续上行。4月28日，建滔集团宣布CCL涨价10%，继4月3日首次涨价10%后，月内实现二次提价，充分彰显头部企业成本转嫁能力与顺畅的顺价机制。
国金证券发布研报称，AI短期、中期的需求强劲，目前多家AI-PCB公司订单强劲，满产满销，正在大力扩产，业绩高增长有望持续。AI覆铜板需求旺盛，海外覆铜板扩产缓慢，大陆覆铜板龙头厂商有望受益。
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