港股异动 | CCL行业部分厂商宣布涨价建滔集团(00148)涨超7% 建滔积层板(01888)涨超3%

智通财经05-06

智通财经APP获悉，建滔系早盘普涨，截至发稿，建滔集团(00148)涨6.55%，报19.52港元；建滔积层板(01888)涨1.93%，报7.38港元。国泰君安指出，覆铜板龙头业绩拐点率先出现，产能稼动率持续提升，AI服务器拉动高频高速板需求，未来CCL龙头盈利能力有望持续改善。但中小厂过剩产能仍待消化，铜价上涨有望加速产能去化。招商证券发布研报称，年初以来下游需求持续回暖，PCB开工率普遍好转...

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港股异动 | CCL行业部分厂商宣布涨价 建滔集团(00148)涨超7% 建滔积层板(01888)涨超3%

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港股异动 | CCL行业部分厂商宣布涨价建滔集团(00148)涨超7% 建滔积层板(01888)涨超3%