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　　花旗发布研报称，建滔积层板（01888）股价本月自历史高位下跌约60%，目前市盈率仅8至9倍，甚至低于历史均值（低双位数），跌幅显然过度。该行预计，建滔积层板今年上半年净利润将同比增长超过3倍至40亿港元，重申其“买入”评级，目标价维持130港元。

　　该行出席南亚新材（688519.SH）半年业绩预告后的电话会议，关键信息包括预期下半年覆铜板（CCL）及电子玻璃布平均售价将持续上涨、电子玻璃纤维布供应紧张状况最快将持续至2027年底，以及下半年毛利率将较上半年显著扩张。该行认为此电话会议对包括建滔积层板在内的覆铜板行业带来正面提示作用。

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