建滔积层板(01888)涨超12% 集团主席张国荣称市场供不应求

金吾财讯
4 hours ago

金吾财讯 | 建滔积层板(01888)午盘股价持续走高,暂报39.26港元,涨超12%,成交额35.34亿港元。消息面上,集团主席张国荣表示,集团高频高速玻璃丝、玻璃布产品已获得市场全面接纳并大量投产,市场供不应求,就算是集团内部使用也不够

花旗称,鉴于公司7月份盈利水平略强于预期,将2026至2028年盈利预测上调9%–10%,并将目标价上调至95港元。为应对8月初电子级玻纤布成本上涨,建滔积层板上周将覆铜板的综合平均售价上调了10%。该行预计到今年年底,平均售价将进一步上涨15%–20%。

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