异动解读｜中国建材盘中上涨5.24%，电子布年内五轮提价叠加AI算力需求驱动玻纤景气延续

行情直击06-16 11:41

6月16日，中国建材盘中上涨5.24%，报5.42港元/股，成交额2.61亿港元，延续近期强势反弹。

消息面上，电子布年内第五轮涨价落地，AI算力需求爆发持续拉动玻纤板块走强。截至6月初，常用规格电子布均价达7.4元/米，较去年三季度低点涨幅达100%。中国建材分别持有中材科技60.24%、中国巨石29.22%股权，其中中国巨石为全球产能第一的电子布生产商，全球市占率达23%。高端AI服务器所用PCB层数可达20至30层，单台设备电子布消耗量远超传统服务器，结构性缺口长存。机构看好公司新材料及海外业务引领进入新成长阶段。

（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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