港股異動 | 建滔積層板(1888.HK)漲逾8% 覆銅板缺貨價格上調
格隆匯3月11日丨建滔積層板(1888.HK)快速拉昇,現報15.74港元,漲幅8.1%,最新總市值491.09億港元。消息稱,近日,建滔、生益等多家覆銅板大廠再次密集上調報價,目前厚板等部分產品價格已經翻倍,頭部供應商仍有能力大幅提價。業內表示,這一輪供需失衡是有史以來最嚴重的,上游銅箔產能非常緊缺,預計到三季度會愈演愈烈,價格漲到三季度是大概率事件,後續還要看銅箔供給能不能改善,這一輪行業景氣度或是有史以來最高的。花旗認為,建滔積層板表現較同行好,將其列為首選股,上調盈利預測31%至32%,目標價上調至23港元,認為近期股價調整是入市機會,評級買入。

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