智通财经APP获悉，建滔积层板(01888)再涨超5%，截至发稿，涨3.19%，报46.6港元，成交额13.39亿港元。
消息面上，覆铜板龙头建滔积层板下发最新涨价通知。涨价函显示，自即日起，公司对所有厚度FR-4覆铜板统一涨价10%；PP半固化片分规格调价，7628（含）以上厚布PP涨价10%，7628以下薄布PP涨价20%。这已是建滔积层板年内第七次发布涨价函，自3月以来基本每月一涨。经初步计算，仅FR-4覆铜板（1.3mm以上厚度）按复利计算，累计涨幅便已超100%。
建滔积层板主席张国华近日表示，在AI需求带动下，2027–2028年将持续大幅扩产。其中纱线产能将增加15%，玻璃布短期增5%、明年增至10%，覆铜板明年增加10%。至2028年累计资本开支约90亿港元，将完全由自身盈利支持，无需额外融资。对未来两年AI带动的玻璃布及覆铜板需求高度乐观，有信心建滔集团与建滔积层板两家公司今年盈利均能跨越100亿大关。
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