覆铜面板制造商建滔积层板(01888)今日盘中出现大幅下跌,跌幅达到5.74%,引发了市场的广泛关注。
分析人士认为,虽然公司基本面良好,行业周期步入新一轮上升期,但短期供需错配或引发市场活跃交投,推动股价剧烈波动。具体来看,目前下游终端需求存在预期改善,各领域开始积极备货,但产业链库存水平仍较高,供需关系尚未完全匹配,或导致期货价格出现短期震荡。
另一方面,对于建滔积层板这类垂直整合的大型企业来说,其经营优势和技术实力或将进一步凸显。产业链一体化使其能够灵活调配资源,满足下游不断变化的需求,同时凭借规模效益和成本控制能力,提高竞争力。市场预计该股在行业复苏周期中将显著受益,现有评级给予"买入"投资建议,目标价8.3港元。
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