智通财经APP获悉，海伟股份(09609)再涨近13%，该股昨日大涨超48%。截至发稿，涨12.91%，报11.28港元，成交额2125.64万港元。
消息面上，近期，AI服务器物料清单被投行大幅重估，被动元件跃升为第三大成本项的消息，引发市场关注。公开资料显示，海伟股份主要从事电容器基膜及金属化膜的研发、制造与销售，该等产品是薄膜电容器的核心组成部分。
公司产品广泛应用于新能源汽车、新能源电力系统、AI与数据中心、工业设备及家用电器等领域。公司年报显示，电容器基膜为公司收入的最大组成部分，于2022年、2023年、2024年以及2025年，分别占其总收入的91.9%、71.8%、 72.8%、及78.8%。
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