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《大行》花旗:建滔積層板(01888.HK)遭母企減持 料股價短期承壓
花旗發表報告表示,就建滔積層板(01888.HK)公佈,控股股東建滔集團(00148.HK)配售建滔積層板最多7,850萬股,每股配售價10元較上日收市價折讓7.75%,完成後,建滔集團於建滔積層板持股將由73.76%降至71.25%。該行預計上述交易將在短期內對建滔積層板股價表現構成壓力。 該行指,近期已將投資偏好從建滔積層板轉向生益電子(688183.SH),並建滔積層板將列爲最低優先,因生益電子相對落後且在人工智能領域有更大業務敞口。 花旗預計只有AI相關基礎設施板塊將表現出色,其次是汽車行業。其他如通訊設備、家電、智能手機、工業自動化等板塊可能面臨溫和下降至輕微增長。該行料建滔積層板2025年上半年業績預計僅實現溫和增長,因基數較高且幾乎沒有AI業務,維持「買入」評級及目標價14元,預期股價將出現調整。
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