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　　建滔积层板（01888）早盘上涨4.81%，现报7.40港元，成交额2550.72万港元。

　　招商证券发布研报称，据digitimes，24-26年AI服务器对于高阶CCL的需求及产能供给的CAGR分别为26%/7%，紧张的供需关系或将保持较长时间。该行指出，短期CCL受益于国内补贴政策频出，需求回暖带动景气回升。我们整体认为未来全球经济有望持续回暖，叠加处于降息周期的背景下，上游原材料价格将处于向上通道，需求及库存双重因素有望驱动CCL整体中长期处于涨价通道。

　　开源证券此前指出，建滔积层板为覆铜板行业龙头，伴随2024年铜价有所上涨，下游需求逐步回暖，覆铜板具备弹性调价空间，叠加供应链垂直整合与规模效应下的成本优势，有望驱动公司2024年收入与利润重回增长轨道。

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