异动解读｜大族数控盘中上涨3.07%，PCB板块延续强势叠加AI算力驱动设备升级需求

行情直击08-05

8月5日，大族数控(03200)盘中上涨3.07%，报107.6港元，成交额3714.26万港元，延续前一交易日强势表现。

消息面上，PCB概念股近日持续走强。中信建投指出，算力需求正成为PCB行业最重要的结构性增量，PCB高端化倒逼全流程设备升级，设备与耗材有望充分受益。花旗研报显示，8月电子布价格现年内最高单月涨幅，建滔CCL含税现货价或再上调10%~15%。此外，胜宏科技、沪电股份、深南电路等头部企业近期抛出数十亿乃至上百亿元扩产计划。招商证券表示，大族数控是PCB设备环节兑现度最高的公司之一，Q2净利率有望创历史单季度新高。公司此前预计上半年净利润约9亿至10亿元，同比增长242%至280%。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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