智通财经APP获悉，建滔积层板(01888)涨近6%，截至发稿，涨5.86%，报8.13港元，成交额7937.68万港元。
消息面上，根据沪电股份2024年年报引用的Prismark数据，下游PCB行业2024年同比增长5.8%、2025年预计同比增长6.8%。国金证券指出，从PCB产业链最新数据和4月产业链更新来看，整个行业景气度同比均大幅上行，整个产业链景气度判断为“稳健向上”。根据我们产业链跟踪，主要原因来自于家电、汽车、消费类随着政策补贴加持同时AI开始大批量放量，并且从当前的能见度观察来看，二季度有望持续保持较高的景气度状态。
开源证券此前指出，2025H1公司覆铜板价格调涨、国补刺激需求景气回暖支撑业绩表现，2025H2铜价及需求持续性仍需跟踪；长周期来看，逆势扩产进军高端覆铜板及物料有望提升AI关联度，维持“买入”评级。国金证券表示，2月底覆铜板及上游原材料纷纷发出涨价函，打响了涨价周期的发令枪，在涨价逻辑的基础上公司盈利存在加速提升的基础，同时公司覆铜板已涉足高速领域、上游原材料已经涉足low dk玻纤布和HVLP3等级铜箔等高端产品，因此公司的盈利水平有望在本轮周期中拔高到新高度。
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