覆铜板人气股，两连板！

格隆汇08-28

8月28日，金安国纪再度涨停，报76.35元，市值站上555亿元，连续两个交易日封板。（金安国纪两连板；格隆汇）昨日晚间，公司交出上半年成绩单，营业收入33.99亿元，同比增长65.74%，归母净利润7.66亿元，同比暴增986.66%，扣非净利润7.7亿元，增长955.34%。涨停的不只它一家。8月28日PCB概念震荡走强，生益电子涨超10%，华正新材、沪电股份、南亚新材、平安电工集体跟涨。覆...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2662058424?lang=zh_CN&edition=full","thumbnail":"https://img3.gelonghui.com/90d7a-bf3963f3-e841-4a3a-959e-a98bf42bbb12.jpg?guru_height=6144&guru_width=10752&guru_size=3464087","is_english":false,"pubTime":"2026-08-28 10:55","share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","id":"2662058424","market":"sg","top_or_hot":-1,"title":"覆铜板人气股，两连板！","media":"格隆汇","content":"<div>\n<p>8月28日，金安国纪再度涨停，报76.35元，市值站上555亿元，连续两个交易日封板。（金安国纪两连板；格隆汇）昨日晚间，公司交出上半年成绩单，营业收入33.99亿元，同比增长65.74%，归母净利润7.66亿元，同比暴增986.66%，扣非净利润7.7亿元，增长955.34%。涨停的不只它一家。8月28日PCB概念震荡走强，生益电子涨超10%，华正新材、沪电股份、南亚新材、平安电工集体跟涨。覆...</p>\n\n<a href=\"https://www.gelonghui.com/p/6384442\">网页链接</a>\n\n</div>\n","source":"gelonghui_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>覆铜板人气股，两连板！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n覆铜板人气股，两连板！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-28 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/6384442><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月28日，金安国纪再度涨停，报76.35元，市值站上555亿元，连续两个交易日封板。（金安国纪两连板；格隆汇）昨日晚间，公司交出上半年成绩单，营业收入33.99亿元，同比增长65.74%，归母净利润7.66亿元，同比暴增986.66%，扣非净利润7.7亿元，增长955.34%。涨停的不只它一家。8月28日PCB概念震荡走强，生益电子涨超10%，华正新材、沪电股份、南亚新材、平安电工集体跟涨。覆...</p>\n\n<a href=\"https://www.gelonghui.com/p/6384442\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0197","symbol_name":"中小创蓝筹","start_time":0,"source_url":"https://www.gelonghui.com/p/6384442","article_id":"2662058424","we_media_id":null,"thumbnails":["https://img3.gelonghui.com/90d7a-bf3963f3-e841-4a3a-959e-a98bf42bbb12.jpg?guru_height=6144&guru_width=10752&guru_size=3464087"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2662058424","pubTimestamp":1787885724,"columns":[],"sourceInfo":{"source_id":"gelonghui_highlight","name":"格隆汇"},"weMediaInfo":null,"summary":"量价齐升","collect":0,"end_time":0,"defaultTopTitle":"gelonghui.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK0197":"中小创蓝筹","BK0186":"小盘成长","002636":"金安国纪","BK0214":"IT设备"},"translate_title":"A popular stock on the copper-clad board, achieving two consecutive daily limit-","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"002636":0.9},"content_text":"8月28日，金安国纪再度涨停，报76.35元，市值站上555亿元，连续两个交易日封板。（金安国纪两连板；格隆汇）昨日晚间，公司交出上半年成绩单，营业收入33.99亿元，同比增长65.74%，归母净利润7.66亿元，同比暴增986.66%，扣非净利润7.7亿元，增长955.34%。涨停的不只它一家。8月28日PCB概念震荡走强，生益电子涨超10%，华正新材、沪电股份、南亚新材、平安电工集体跟涨。覆铜板是PCB的核心材料，占制造成本六成左右，这个板块的火爆，源头还是AI。行业层面，AI算力基础设施建设带动数据中心、服务器需求集中释放，5G/6G通信、新能源汽车、机器人同步拉动，覆铜板供应紧张短期难以缓解，量价齐升成为2026年全行业的共同主题。业绩暴增的归因很直接。金安国纪在半年报里说，覆铜板市场景气度持续向好，订单饱满、供不应求，销量上升叠加售价上涨，毛利率随之抬升。上半年公司产销覆铜板均超3000万张，产能利用率超95%，满产满销。公司做的是电子行业基础材料生意，主营FR-4、CEM-3等通用覆铜板和无卤环保、高TG等高阶品种，产品经PCB厂流向通信、汽车、消费电子，AI需求一上来，最先接住的就是这类上游材料商。产能扩张也在同步推进。公司覆铜板年产能约6000万张，宁国金安扩产、杭州国纪技改两个项目预计2026年下半年投产，合计新增2800万张/年产能；2027年还有高等级覆铜板募投项目进入试生产。放量赶在需求上行期，量价齐升的持续性有了供给侧的背书。金安国纪的高增有整个行业背书。生益科技上半年净利32.87亿元，增长130.42%，半年利润逼近2025年全年，其刚性覆铜板销售额连续十余年保持全球第二，2025年全球市占率13.2%；宏昌电子净利增长141.15%。龙头稳健，二线高增，整条产业链处于业绩兑现期。两连板背后还有两层催化。一是定增落地，公司定增方案获得证监会注册批复，募投项目聚焦高等级高频高速覆铜板，自有玻纤布产能即将投产，原材料自给率将提升。二是高频高速覆铜板已通过内外部测试、开始小范围送样，尚未形成收入，这部分是市场愿意给的想象空间。龙虎榜数据也显示，公司此前两个交易日连续登榜，游资席位净买入超3亿元。覆铜板这轮行情的底色是业绩，AI算力带来的需求升级让上游材料从周期品向成长品切换。对金安国纪来说，眼下业绩兑现只是第一步，真正要验证的是高频高速覆铜板能否在高速互联放量的窗口期形成收入。连板之后的筹码结构，以及高增长能否延续到三季报，都是接下来要盯的点。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2662058424","isCrawlerRequest":true}