港股异动 | 建滔积层板(01888)涨超11% 铜价飙升触发覆铜板涨价潮 机构料其今年有望逐步复苏
建滔积层板(01888)涨超11%，截至发稿，涨10.71%，报6.41港元，成交额6324.49万港元。
消息面上，近期国内覆铜板市场迎来涨价潮。其中建滔积层板3月19日发布涨价函称，受铜价大幅上涨影响，迫于成本压力，公司所有材料加价10元/张，预计涨价幅度5%-10%。根据业内消息，近期铜价上行是覆铜板开启本轮涨价通道的主要诱因之一。此外，多位受访者透露，相较于去年低迷的行情，目前覆铜板下游需求已在逐步改善，但真正的拐点何时到来尚难以判断。
大华继显近日研报指出，建滔积层板去年下半年纯利较上半年增长15%至4.85亿港元，略高于盈警指引。公司的覆铜板(CCL)销量于去年下半年有所恢复，但产品均价持续下跌，继续影响毛利率，最终毛利率较上半年持平。该行预期，建滔积层板今年将逐步复苏，而政府在电子产品/设备更换方面的任何稳健政策，都可能为该行的预测带来上行空间。
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