建滔积层板涨超5% 机构预计其上半年业绩仍有望受益于覆铜板需求回暖

智通财经2025-07-15

建滔积层板(01888)涨超5%，截至发稿，涨5.08%，报11.16港元，成交额4653.34万港元。消息面上，近日，多家AI产业链公司陆续披露2025年上半年业绩预告。其中PCB环节中，生益电子2025年上半年扣非净利润同比最高增超5倍，按单季度看，公司预计第二季度实现归母净利润3.3亿元，创历史新高。国金证券指出，AI需求持续强劲，AI-PCB迎来需求共振，目前多家AI-PCB公司订单强劲，...

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