港股異動 | 建滔積層板漲逾3% 覆銅板行業景氣度持續提升
格隆匯11月5日丨建滔積層板(1888.HK)漲逾3%,報8.17港元,股價漲至近半年來新高,成交1.32億港元,總市值251.7億港元。10月31日,覆銅板龍頭公司建滔向客户發出了11月第一張漲價令。下半年以來,此前的7月1日,建滔已經漲價過一次。除建滔外,生益科技在3季度針對旗下部分產品也進行了提價。機構指出,覆銅板上游環氧樹脂產品持續上漲,對覆銅板價格有一定帶動。未來數年通信設備的需求增長將是覆銅板量價齊升的核心驅動力,利好PCB概念股。
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