智通财经APP获悉，建滔积层板(01888)涨超5%，截至发稿，涨5.06%，报48.14港元，成交额27.54亿港元。
消息面上，今年8月底，建滔积层板向客户下发年内第七份涨价函，自即日起对所有厚度FR-4覆铜板统一涨价10%，PP半固化片中7628（含）以上厚布涨10%、7628以下薄布涨20%。涨价函将原因明确指向上游，即玻璃布、铜箔等核心主材供应日趋紧缺、价格大幅上涨。值得关注的是，今年3月以来，建滔积层板已七度提价，按复利计算，仅FR-4覆铜板（1.3mm以上）累计涨幅已超100%。
覆铜板涨价提速进一步驱动公司上半年业绩大幅增长，今年上半年，公司实现营业收入149.04亿港元，同比增长55%；归母净利润28.87亿港元，同比增长209%。花旗研报指出，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。
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