花旗:料建滔积层板10月初再加价 重申“买入”评级

智通财经
Sep 02
【花旗:料建滔积层板10月初再加价 重申“买入”评级】花旗发布研报称,预期建滔积层板将于10月初再次上调覆铜板价格,以转嫁成本,重申“买入”评级,目标价95港元。根据F139数据,玻纤布9月平均售价上涨15-20%,其中1080系列升至每米15.8元人民币、2116系列升至每米15.2元人民币、7628系列升至每米11.6元人民币。绝对涨幅达每米1.55-2.50元人民币,再次创下年初至今新高,超过8月的每米1.5-2元人民币,并远高于2026年上半年每月0.5-1元的涨幅。此涨幅高于该行原先预期的“9月涨幅略低于8月”,显示行业供需紧张状况进入四季度仍未缓和。

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