研报掘金丨首创证券：首予沪电股份“买入”评级，AI拉动PCB需求

格隆汇2025-07-09

首创证券研报指出，沪电股份是老牌PCB生产商，下游覆盖广泛。AI基础设施建设提升对PCB的性能要求，有望拉动行业增长。据Prismark预测，2023-2028年AI服务器和HPC相关PCB产品（不含载板）的复合增长率约达40.2%。公司布局海外生产基地，配合客户分散风险。除了连续实施技改扩容外，公司2024Q4规划投资约为43亿新建人工智能芯片配套高端印制电路板扩产项目己启动建设，预计将进一步...

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