港股异动 | 建滔积层板(01888)盘中涨超5% PCB行业景气度维稳 公司为覆铜板行业龙头

智通财经
07 Feb

智通财经APP获悉,建滔积层板(01888)盘中涨超5%,截至发稿,涨4.07%,报8.18港元,成交额6268.05万港元。

国金证券指出,从PCB产业链12月最新数据来看,整个行业景气度维稳,上游景气度回暖更明显、同环比均有明显提升,整个景气度判断为“稳健向上”。根据产业链跟踪,主要原因来自于家电、消费类随着政策补贴加持而景气度向上。

据悉,覆铜板在PCB的总成本中占比较大,其价格高低直接影响PCB的制造成本。而建滔积层板为覆铜板行业龙头。公司公告称,董事会会议将于2025年3月24日举行,藉以通过公布截至2024年12月31日止年度的全年业绩,并考虑派付末期股息的建议。

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