港股異動 | 建滔積層板漲超4% 機構指覆銅板行業底部顯現
格隆匯2月16日丨建滔積層板(1888.HK)漲超4%,報10.64港元,總市值331.97億港元。開源證券指,覆銅板行業庫存已完成去化,行業底部顯現。根據Prismark預測,2023Q2下游PCB環節單季度產值有望企穩回升至191億美元,我們認為下游環節的需求提振有助於覆銅板環節持續提價以修復盈利並獲得超額利潤。受益標的包括覆銅板上游原材料垂直一體化廠商建滔積層板等股份。

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