金吾财讯 | PCB概念持续走强，建滔集团(00148)涨16.59%，大昌微线集团(00567)涨10.71%，建滔积层板(01888)涨6.31%，胜宏科技(02476)涨3.84%，大族数控(03200)涨0.05%。
消息面上，建滔积层板6月16日完成第五次涨价，FR-4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。
据中商产业研究院预测，2026年中国PCB市场规模将达到3259亿元。
分析指出，中游PCB板厂将在2026年Q3迎来明确业绩拐点，国内占据全球56%的PCB产能，深度承接英伟达、谷歌高端算力订单。伴随原材料成本顺利传导、新一代算力平台量产落地、消费电子传统旺季叠加算力订单扩容，头部板厂产能利用率持续拉满。行业整体向半导体化升级，单机PCB价值大幅提升、工艺难度逼近封装基板级别、高端产能稀缺性凸显，推动行业份额集中，支撑全产业链长期高景气。
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