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异动解读|建滔积层板盘中上涨5.45%,覆铜板供需紧张格局延续叠加PCB板块持续走强

行情直击05-22

5月22日,建滔积层板盘中上涨5.45%,报47.38港元/股,成交额2.07亿港元,延续近日反弹走势。

消息面上,PCB行业量价齐升,覆铜板供需紧张格局持续发酵,韩国PCB厂商因断供担忧向中国CCL厂商下达超常规预购订单,部分高端产品交货周期延长至6周以上。公司此前已于4月内两次宣布全系覆铜板涨价10%,累计涨幅超40%,彰显较强成本转嫁能力。花旗维持"买入"评级,目标价51港元,指出受织机供应限制,未来两年行业供应增长预计仍然有限。同行业胜宏科技涨6.53%、鸿腾精密涨5.54%、建滔集团涨2.57%,板块整体走强。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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