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港股异动 | 建滔7月再发涨价函 建滔集团(00148)高开逾6% 建滔积层板(01888)高开5%

2026-07-06 10:11:45来源：智通财经  


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智通财经APP获悉，建滔系早盘高开，截至发稿，建滔集团(00148)涨6.54%，报105.1港元；建滔积层板(01888)涨5.39%，报89港元。

消息面上，据报道，7月6日，建滔积层板发布最新涨价通知，通知显示，受市场需求持续攀升影响，上游玻璃布、铜箔等核心原材料供应紧张、价格大幅上涨。公司自即日起接单，对全系材料执行新价格。公司对所有FR-4、PP提价15%，CEM-1/22F提价10%。值得注意的是，此次为建滔年内第六次提价，距上次提价仅相隔20天。

花旗此前指出，预测建滔集团2026年上半年净利润将同比强劲增长55.6%至40.16亿港元，收入增长33%至287.39亿港元，而下半年纯利增长料加速至175%至近50.1亿元。强劲的增长驱动因素包括：子公司建滔积层板净利润预期同比激增3倍，成为建滔集团今年最大的利润贡献来源；其次是印刷线路板业务因垂直整合优势(在当前覆铜面板CCL短缺下能确保上游供应)而获得市场份额。

责任编辑：hnmd003

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