建滔积层板发布中期业绩 股东应占纯利28.87亿港元 同比增加209%

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建滔积层板(01888)发布截至2026年6月30日止6个月业绩,该集团期内取得营业额149.04亿港元,同比增加55%;公司持有人应占纯利28.87亿港元,同比增加209%;每股基本盈利92港仙;拟派发中期股息每股28港仙。

覆铜面板部门:回顾期内,AI等高端领域快速发展,相关新材料需求强劲,覆铜面板及其上游行业处于高景气度周期,集团精准捕捉AI爆发性增长的浪潮,新建4个生产特种电子玻璃纤维纱的窑炉已相继投产,目前总数增至5个,不断提高集团在AI新材料领域,包括应用于高频高速及高端封装载板的市场占有率。

现有产能大幅度转移至生产AI相关产品,导致传统电子玻璃纤维纱及电子玻璃纤维布供应严重短缺。于2026年上半年,集团电子玻璃纤维纱及电子玻璃纤维布业务的利润约十亿港元,较2025年同期增长约280%。

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