建滔积层板盘中一度涨超9%，截至发稿，股价上涨6.69%，现报37.3港元，成交额29.26亿港元。
建滔积层板此前预计上半年纯利超过28亿港元，同比增长超过200%。主要由于市场覆铜面板及其上游物料持续供不应求，产品单价普遍明显上升，覆铜面板销量亦同比取得增长。据花旗研报，8月1080、2116、7628系列电子布均价单月上涨17%至18%，年内累计涨幅达到118%至165%；建滔积层板计划8月再次上调CCL含税现货价10%至15%。
瑞银发布研报称，AI需求带动覆铜板及上游原材料供应趋紧，建滔积层板（01888.HK）作为全球第一的传统FR4覆铜板供应商，将成为主要受益者，首次覆盖予“买入”评级，认为股价自6月高位回落约60%是具吸引力的机会，目标价58港元。
报告指出，即使这轮传统覆铜板上升周期结束，亦不预期公司盈利会像过往周期般下滑，因为公司拓展AI相关上游材料及覆铜板业务，将带来新的结构性增长动力，其垂直整合业务模式亦是主要的差异化优势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.