异动解读｜建滔集团盘中上涨4.37%，PCB扩产潮与中东树脂断供持续催化板块走强

行情直击06-15 09:35

6月15日，建滔集团盘中上涨4.37%，报91.55港元/股，成交额3.87亿港元，PCB板块延续强势。

消息面上，多重利好持续发酵：中东冲突导致沙特朱拜勒工业区PPE树脂工厂停产，全球约70%高端PCB核心原料面临供应中断；AI高端PCB需求旺盛，摩根士丹利调研显示英伟达新一代VR200芯片PCB成本较前代激增逾233%。此外，年内已有13家PCB制造企业宣布扩产，投资金额超600亿元，花旗指出覆铜板产能增长仅20%出头，远低于下游PCB扩产速度，供需或进一步趋紧。子公司建滔积层板年内已完成多轮提价，今日同业建滔积层板涨6.71%，板块联动效应延续。

（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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