港股異動 | “建滔系”齊漲 建滔集團(0148.HK)漲超7%創逾3年新高
格隆匯3月30日丨“建滔系”齊漲,建滔集團(0148.HK)漲超7%創2018年1月25日以來逾3年新高,建滔積層板亦漲超3%。個股方面,聯交所最新權益資料顯示,建滔集團獲Hallgain Management Limited於3月26日涉資約1938萬港元增持50萬股,增持後,其持股比例由39.69%上升至39.74%。板塊上,多家覆銅板廠商近日紛紛表示,因覆銅板(CCL)三大原材料銅及銅箔加工費、玻纖布、環氧樹脂價格持續上漲,且供應緊張,將自4月1日起,上調覆銅板產品價格,漲幅為15%-20%。分析師預計,覆銅板廠商訂單能見度和交期仍在拉長,至少到今年二季度覆銅板行業景氣度都處於高水平,漲價溢價有望持續,最終兑現至業績增長幅度和確定性都較高。


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