花旗：建滔集团上半年业绩或超预期受玻纤布售价推动

环球市场播报07-08 09:29

　　花旗称，鉴于电子级玻璃纤维布的平均售价可能高于预期，建滔集团上半年业绩或超出该行预测。不过其大股东Hallgain如果继续将所持有的建滔集团股份比例减至30%，可能限制公司股价短期的上行空间。

　　分析师Eric Lau等人在报告中表示，大股东Hallgain对建滔集团的持股比例预计不会降至30%以下，因为这是触发收购情景的阈值水平。

　　下一个催化剂是2026年上半年预测业绩的正面盈利预告，届时将可观察电子级玻纤布售价翻倍对净利润的杠杆效应。

　　相比建滔集团，更看好子公司建滔积层板，后者主营覆铜面板（CCL）。短期内建滔集团不太可能再配售建滔积层板的股份。

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花旗：建滔集团上半年业绩或超预期 受玻纤布售价推动

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花旗：建滔集团上半年业绩或超预期受玻纤布售价推动