PCB概念大幅走强建滔集团(00148)涨14.77% 中东冲突导致PCB树脂断供推涨价格

金吾财讯

Jun 09

金吾财讯 | 港股PCB概念大幅走强，建滔集团(00148)涨14.77%，广合科技(01989)涨10.02%，建滔积层板(01888)涨9.20%，胜宏科技(02476)涨7.45%，大族数控(03200)涨0.73%。

据央视财经报道，中东冲突影响从能源市场蔓延至电子产品供应链。沙特朱拜勒工业区供应全球约 70% 的 PPE 树脂，受霍尔木兹海峡航运受阻影响，相关工厂自 3 月底停产。PPE 树脂是高端印刷电路板 (PCB) 核心原料，PCB 广泛应用于智能手机、AI 服务器等产品，业内预计供应中断若持续至秋季，终端电子产品或涨价。

多家投行发布产业链研判。美国银行认为覆铜板与 PCB 产业链供需平稳，定价及企业盈利向好。摩根士丹利调研显示，英伟达 VR200 的 PCB 成本较 GB300 增长超 233%，总 PCB 耗用价值升至 11.7 万美元，GB300 仅 3.5 万美元。花旗研报指出，电子玻璃布涨价将推动本月底前覆铜板 (CCL) 售价上行，成本端含铜、电子玻璃布及环氧树脂。高盛报告显示，4 月 PCB 价格较 3 月最高涨 40%，美国 PCB 制造商迅达科技股价一年涨超 400%。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPCB概念大幅走强 建滔集团(00148)涨14.77% 中东冲突导致PCB树脂断供推涨价格\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-06-09 09:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股PCB概念大幅走强，<a href=\"https://laohu8.com/S/00148\">建滔集团</a>(00148)涨14.77%，<a href=\"https://laohu8.com/S/001389\">广合科技</a>(01989)涨10.02%，<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>(01888)涨9.20%，<a href=\"https://laohu8.com/S/300476\">胜宏科技</a>(02476)涨7.45%，<a href=\"https://laohu8.com/S/301200\">大族数控</a>(03200)涨0.73%。</p><p>据央视财经报道，中东冲突影响从能源市场蔓延至电子产品供应链。沙特朱拜勒工业区供应全球约 70% 的 PPE 树脂，受霍尔木兹海峡航运受阻影响，相关工厂自 3 月底停产。PPE 树脂是高端印刷电路板 (PCB) 核心原料，PCB 广泛应用于智能手机、AI 服务器等产品，业内预计供应中断若持续至秋季，终端电子产品或涨价。</p><p>多家投行发布产业链研判。美国银行认为覆铜板与 PCB 产业链供需平稳，定价及企业盈利向好。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>调研显示，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a> VR200 的 PCB 成本较 GB300 增长超 233%，总 PCB 耗用价值升至 11.7 万美元，GB300 仅 3.5 万美元。花旗研报指出，电子玻璃布涨价将推动本月底前覆铜板 (CCL) 售价上行，成本端含铜、电子玻璃布及环氧树脂。<a href=\"https://laohu8.com/S/GS\">高盛</a>报告显示，4 月 PCB 价格较 3 月最高涨 40%，美国 PCB 制造商迅达科技股价一年涨超 400%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4211","symbol_name":"区域性银行","start_time":0,"source_url":"1983332","article_id":"2642455854","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250110/OTZhY2RjY2M0NGRhYmE3MDgxYTI5ZDA4OTNlODY4MjM3MDk5ODc3.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642455854","pubTimestamp":1780969751,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 港股PCB概念大幅走强，建滔集团 涨14.77%，广合科技涨10.02%，建滔积层板涨9.20%，胜宏科技涨7.45%，大族数控涨0.73%。PPE 树脂是高端印刷电路板  核心原料，PCB 广泛应用于智能手机、AI 服务器等产品，业内预计供应中断若持续至秋季，终端电子产品或涨价。美国银行认为覆铜板与 PCB 产业链供需平稳，定价及企业盈利向好。高盛报告显示，4 月 PCB 价格较 3 月最高涨 40%，美国 PCB 制造商迅达科技股价一年涨超 400%。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4211":"区域性银行","BK1170":"电子元件","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","01989":"广合科技","LU2187417386.USD":"T. 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