智通财经APP获悉,建滔积层板(01888)再跌超4%,截至发稿,跌4.09%,报5.63港元,成交额2889.91万港元。
花旗发表研报指,建滔积层板上半年收入同比增长6.5%,归属净利润同步升72.4%,略低于该行早前的预测。由于2022至2023年行业下行周期后,销售增长上限周期略慢于预期,该行将建滔积层板2024至2026财年的盈利预测下调9%至12%,同时将其目标价由12.5元下调至11.5元,重申“买入”评级。
国金证券则表示,CCL提价确有发生,当前的涨价阶段是价格过低之后向正常水平回归的过程,等到价格回归到正常水平之后是否还会继续往上涨,需要较强的需求支撑,我们目前看到的需求强度不太能够支撑超过正常价格水平太远的涨价,当前涨价更多反应的是需求的企稳。
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