+目录■摘要公司简介公司是全球主流覆铜板厂商,业务布局特点为垂直一体化(同时做覆铜板和上游原材料),公司基本面已经修复,2024年实现总营收185亿港币(YoY+11%)、实现归母净利润13亿港币(YoY+46%)。投资逻辑需求加速揭开涨价周期,高端品布局有望将盈利水平拔到新高度。1)根据沪电股份2024年年报引用的Prismark数据,下游PCB行业2024年同比+5.8%、2025年预计同比+...
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