电子行业研究：斗山覆铜板业务Q2超预期，继续看好量价齐升的AI-PCB产业链

国金证券2025-07-27

（以下内容从国金证券《电子行业研究：斗山覆铜板业务Q2超预期，继续看好量价齐升的AI-PCB产业链》研报附件原文摘录）斗山覆铜板业务Q2超预期，继续看好量价齐升的AI-PCB产业链。韩国斗山集团发布2025年二季度业绩，其中电子材料（覆铜板相关业务）二季度营收4762亿韩元（约24.6亿人民币），环比增长18.2%，同比增长102.4%，高于Q1财报预测的4070亿韩元，斗山表示，主要受益于AI...

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