异动解读05-22
建滔积层板今日盘中大涨7.07%，引起了市场的广泛关注。
消息面上，PCB行业呈现量价齐升态势，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已延长至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%，累计涨幅超过40%，彰显出较强的成本转嫁能力。
此外，花旗维持对建滔积层板的“买入”评级，目标价51港元，并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。同时，PCB板块整体走强，同行业公司如胜宏科技、鸿腾精密、建滔集团等也出现上涨，进一步提振了市场情绪。
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