智通财经APP获悉，PCB概念股涨幅居前，截至发稿，建滔积层板(01888)涨6.06%，报40.94港元；建滔集团(00148)涨5.87%，报50.65港元；大族数控(03200)涨2.55%，报112.4港元；胜宏科技(02476)涨2.24%，报246.4港元。
消息面上，近期市场有消息称，电子材料龙头南亚拟自9月1日起，将基板、基材售价各调涨20%，理由是铜箔、玻纤布、树脂等原料价格持续上涨，公司已尽力吸收成本但涨幅过大，需适度调整部分售价。对此，南亚明确回应：公司并未全面性、一次性向客户调涨20%价格，而是与个别客户逐一协调，"较不会单方面发函宣布涨价"。
中信证券发布研报称，近期PCB/CCL公司密集发布业绩预告，PCB环节AI高占比公司维持业绩高增，表现亮眼；CCL环节则受涨价拉动，盈利能力加速释放，业绩普遍超预期。展望2026H2，PCB环节，AI新产能释放、下游AI客户加速拉货的增长动能将更为突出，该行看好PCB公司的业绩加速增长动能；CCL环节则有望于短期内继续快速落地涨价，中长期价格维持高位的确定性亦在不断增强，持续看好板块后续投资机会。
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