智通财经APP获悉，大族数控(03200)尾盘涨超12%，截至发稿，涨11.66%，报114港元，成交额2.4亿港元。
消息面上，生益电子发布重磅扩产公告，公司将斥资建设高端HDI电路板项目，精准卡位AI算力、汽车电子高景气赛道，持续加码高端PCB产能布局。万联证券指出，主流PCB厂商加速扩产，有望拉动上游设备及材料需求，建议关注覆铜板材料、钻孔及曝光设备等领域的龙头厂商。
招商证券指出，大族数控是全球PCB设备龙头，正处于新一轮高质量成长通道，继续看好钻孔龙头机械钻和激光钻（超快）双卡位领先，且平台化布局优势开始加速放量。在下游算力PCB扩产及技术升级趋势下，我们看好大族在PCB设备行业的核心卡位、技术引领、产品高端化升级和长线空间，业绩有望持续超预期兑现。
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