智通财经APP获悉，PCB概念股延续涨势，截至发稿，广合科技(01989)涨9.41%，报202.4港元；胜宏科技(02476)涨4.75%，报459港元；建滔集团(00148)涨1.68%，报66.65港元。
消息面上，5月27日，建滔积层板向客户下发通知，宣布板料价格上调10%，半固化片价格上调20%，自即日接单起执行新价。这是该公司继3月10日、4月3日及4月28日之后，年内第四次对相关产品进行价格调整，累计涨幅已超过40%。
招商证券认为，进入2026年二季度，AI PCB产业链拉货节奏提速，新增产能匹配下游客户新平台AI服务器订单持续释放，业绩有望保持环比高速增长趋势。中长期看，围绕AI数据中心场景中信号传输提速、集成度提高、高散热需求提升等痛点，PCB产业链上下游正从新材料、新技术等多个维度进行创新升级，有望打开远期成长空间。
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