异动解读｜建滔集团盘中上涨4.03%，中东树脂断供叠加AI高端PCB需求持续催化

行情直击06-11 09:52

6月11日，建滔集团盘中上涨4.03%，报95.25港元/股，成交额7.33亿港元，延续近日PCB板块强势行情。

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；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%，AI高端PCB需求旺盛。子公司建滔积层板年内已完成第四次提价，板料全系列涨10%、PP产品涨20%。今日同业建滔积层板涨4.33%，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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