Workflow
KB LAMINATES(01888)
icon
Search documents
建滔积层板(01888.HK)中期股东应占纯利同比增28%至9.33亿港元 中期息15港仙
Jin Rong Jie· 2025-08-25 06:35
本文源自:财华网 【财华社讯】建滔积层板(01888.HK)公布,截至2025年6月30日止六个月,营业额95.88亿港元,同比增 长11%;公司持有人应占纯利9.33亿港元,同比增长28%;每股基本盈利29.9港仙。派中期股息每股15 港仙。截至发稿,建滔积层板跌9.41%,报11.84港元。 ...
港股异动 建滔系绩后齐挫 建滔积层板(01888)跌超8% 建滔集团(00148)跌超6%
Jin Rong Jie· 2025-08-25 06:08
本文源自:智通财经网 智通财经获悉,建滔系绩后下挫,截至发稿,建滔积层板(01888)跌8.19%,报12港元;建滔集团(00148) 跌6.25%,报28.8港元。 消息面上,建滔集团午间公布2025年中期业绩,营业额约216.08亿港元,同比增长6%;公司持有人应 占纯利约25.82亿港元,同比增长71%;每股基本盈利2.329港元,每股中期股息0.69港元。建滔积层板 同样发布2025年中期业绩,该公司上半年取得营业额95.88亿港元,同比增加11%;公司持有人应占纯 利9.33亿港元,同比增加28%;每股基本盈利29.9港仙,拟派发中期股息每股15港仙。 ...
港股异动 | 建滔系绩后齐挫 建滔积层板(01888)跌超8% 建滔集团(00148)跌超6%
Zhi Tong Cai Jing· 2025-08-25 05:48
Core Viewpoint - The stock prices of Kwan Tong Group and Kwan Tong Laminates fell significantly after the announcement of their mid-year results for 2025, indicating market reaction to the earnings report [1] Group 1: Kwan Tong Group Performance - Kwan Tong Group reported a revenue of approximately HKD 21.608 billion for the mid-year of 2025, representing a year-on-year growth of 6% [1] - The attributable net profit for Kwan Tong Group was approximately HKD 2.582 billion, showing a substantial increase of 71% year-on-year [1] - Basic earnings per share were HKD 2.329, with an interim dividend of HKD 0.69 per share proposed [1] Group 2: Kwan Tong Laminates Performance - Kwan Tong Laminates achieved a revenue of HKD 9.588 billion in the first half of 2025, which is an increase of 11% compared to the previous year [1] - The attributable net profit for Kwan Tong Laminates was HKD 933 million, reflecting a year-on-year growth of 28% [1] - Basic earnings per share were HKD 0.299, and an interim dividend of HKD 0.15 per share was proposed [1]
建滔积层板发布中期业绩,股东应占纯利9.33亿港元 同比增加28%
Zhi Tong Cai Jing· 2025-08-25 04:30
Core Viewpoint - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the electronics market and advancements in AI technology [1] Financial Performance - The company achieved a revenue of HKD 9.588 billion, representing an 11% year-on-year increase [1] - The profit attributable to shareholders was HKD 933 million, marking a 28% increase compared to the previous year [1] - Basic earnings per share were HKD 0.299, with an interim dividend proposed at HKD 0.15 per share [1] Market Dynamics - The growth in revenue and profit is attributed to the sustained demand in the electronics market, particularly in high-end sectors such as AI [1] - The emerging electronic products centered around AI concepts have shown strong demand, contributing to the overall market growth [1] Operational Efficiency - The company benefits from a well-integrated vertical supply chain and a large customer network, which enhances its market position [1] - The sales proportion of high-end, high-value-added products continues to increase in response to market demand changes [1] - Capacity utilization has improved compared to the same period last year, and product prices have been raised, leading to growth in both revenue and profit in the copper-clad laminate segment [1] Investment Performance - The company's investment business segment also recorded profit growth compared to the previous year [1]
建滔积层板(01888)发布中期业绩,股东应占纯利9.33亿港元 同比增加28%
智通财经网· 2025-08-25 04:28
Core Viewpoint - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the electronics market and advancements in AI technology [1] Financial Performance - The company achieved a revenue of HKD 9.588 billion, representing an 11% year-on-year increase [1] - The profit attributable to shareholders was HKD 933 million, marking a 28% increase compared to the previous year [1] - Basic earnings per share were HKD 0.299, with an interim dividend proposed at HKD 0.15 per share [1] Market Dynamics - The growth in revenue and profit is attributed to the sustained demand in the electronics market, particularly in high-end sectors such as AI [1] - The emerging electronic products related to AI have shown strong demand, contributing to the overall growth in the copper-clad laminate industry [1] Operational Efficiency - The company benefits from a well-integrated vertical supply chain and a large customer network, which has led to an increase in the sales proportion of high-end, high-value-added products [1] - Capacity utilization has improved compared to the same period last year, and product prices have increased, resulting in growth in both revenue and profit for the copper-clad laminate segment [1] - The investment business segment also recorded profit growth compared to the previous year [1]
建滔积层板(01888.HK)上半年纯利28%至9.33亿港元 中期息15港仙
Ge Long Hui· 2025-08-25 04:20
Core Viewpoint - The company reported a significant increase in revenue and profit for the first half of 2025, driven by strong demand in the electronics market and advancements in AI technology [1] Financial Performance - The group's revenue rose by 11% year-on-year to HKD 9.588 billion [1] - The profit attributable to shareholders increased by 28% to HKD 933 million [1] - The board declared an interim dividend of HKD 0.15 per share [1] Market Dynamics - The growth in revenue is attributed to the sustained demand for electronic products and the rapid development in high-end sectors such as AI [1] - There is a strong demand for emerging electronic products centered around the AI concept [1] Operational Efficiency - The company benefits from a well-integrated vertical supply chain and a large customer network [1] - The sales proportion of high-end, high-value-added products continues to increase in response to market demand [1] - Capacity utilization has improved compared to the same period last year, contributing to revenue and profit growth in the copper-clad laminate segment [1] Investment Business - The profits from the investment business segment also recorded growth compared to the previous year [1]
建滔积层板(01888) - 截至二零二五年六月三十日止六个月之中期股息
2025-08-25 04:09
EF001 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責,對其準確性或完整性亦不發表任何聲明,並明確表示,概不對因 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 | | | --- | --- | | 股票發行人現金股息公告 | | | 發行人名稱 | 建滔積層板控股有限公司 | | 股份代號 | 01888 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 | 截至二零二五年六月三十日止六個月之中期股息 | | 公告日期 | 2025年8月25日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期(半年期) | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.15 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.15 HKD | | 匯率 | 1 HKD : 1 HKD | | ...
建滔积层板(01888) - 2025 - 中期业绩
2025-08-25 04:04
香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 對 因 本 公 佈 全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責 任。 KINGBOARD LAMINATES HOLDINGS LIMITED 建滔積層板控股有限公司 (於 開 曼 群 島 註 冊 成 立 之 有 限 公 司) (股 份 代 號:1888) 中期業績公佈 | 財務摘要 | | | | | --- | --- | --- | --- | | | 截至六月三十日止六個月 | | | | | 二零二五年 | 二零二四年 | 變動 | | | 百萬港元 | 百萬港元 | | | 營業額 | 9,588.0 | 8,638.2 | +11% | | 未 扣 除 利 息、稅 項、折 舊 及 | | | | | 攤銷前溢利 | 1,699.4 | 1,569.7 | +8% | | 除稅前溢利 | 1,171.3 | 957.5 | +22% | | 本公司持有人應佔純利 | 933.3 | 727.8 | +28 ...
跨行业视角下的AI产业链:拆解玻纤铜箔树脂PCB的景气阶梯
2025-08-19 14:44
Summary of AI PCB Industry and Related Companies Industry Overview - The AI PCB market is expected to exceed $10 billion by 2026 and reach over $13 billion by 2027, driven primarily by the surge in demand for ASICs and switches, as well as the application of NVIDIA's Rubin series products [1][2][4]. Key Companies and Market Dynamics - **High-Speed Copper Clad Laminate (CCL)**: NVIDIA's cabinets and ASIC solutions primarily utilize the Ma 8 CCL, with the next-generation Ma 9 CCL expected to triple the value per unit in 1.6T switches. Companies like Shengyi Technology and Nanya New Material are poised to expand their market share [1][5]. - **PCB Market Leaders**: Companies such as Shenzhen Circuits, Huitian Technology, and Pegatron hold significant market shares in the ASIC and switch PCB markets. Pegatron stands out for its mSAP technology, while Shengyi Technology and Nanya New Material excel in high-speed CCL [1][6][9]. - **Profit Elasticity**: High-speed CCL companies exhibit substantial profit elasticity. Shengyi Technology's monthly production capacity is 1 million units, with a potential annual revenue of approximately 20 billion RMB, indicating significant profit potential [7]. Price Trends and Future Expectations - **Ordinary CCL Pricing**: Prices for ordinary CCL (FR4) rose by 5% to 10% from March to May but fell in June due to decreased demand. However, a price increase of 7% to 8% was announced by secondary companies in early August, indicating a positive outlook for future price increases due to reduced supply from leading companies shifting capacity to high-speed boards and increased AI PCB demand [8][9]. Technological Developments - **PCB Technology Trends**: The industry is witnessing a shift from 32-layer to 36-layer and above high-multilayer PCBs, with HDI boards transitioning from 5-stage to 7-stage enhancements. The copper foil sector is also recovering, with high-frequency ultra-low profile (HZLP) copper foil being applied in high-end AI servers [3][33]. Electronic Fabric Market - The electronic fabric market is transitioning from traditional fiberglass to quartz fabric, which is essential for high-frequency applications. Companies like Zhongyi Technology are advancing in this space, with plans to achieve an annual production capacity of 20 million meters by 2030 [10][11]. Competitive Landscape - **Key Players**: In the AI PCB sector, Shenzhen Circuits, Huitian Technology, and Pegatron are recommended for their strong HDI technology. Shengyi Technology and Nanya New Material are favored in the high-speed CCL domain due to their established supply chains and production capacities [6][9]. - **Quartz Fabric Development**: Zhongyi Technology is a leading player in quartz electronic fabric, with significant advancements in product capabilities and production capacity [11][12]. Conclusion - The AI PCB industry is on a growth trajectory, driven by technological advancements and increasing demand for high-performance materials. Key players are well-positioned to capitalize on these trends, with a focus on expanding production capacities and enhancing product offerings to meet the evolving market needs [1][2][3][4][5][6][7][8][9][10][11][12][33].
中信证券:供需及景气改善扩散 覆铜板开启新一轮涨价
Group 1 - The core viewpoint of the article is that the copper-clad laminate industry is experiencing a price increase due to strong demand and high raw material costs, with a shift towards a more sustainable pricing model expected in the coming years [1] Group 2 - On August 15, Jiantao Laminates announced a price increase of 10 yuan per sheet, citing cost pressures [1] - The direct reason for the price increase in the copper-clad laminate industry is the relatively strong demand, high operating rates, and improved profitability of downstream customers [1] - The report suggests that the pricing logic in the industry is transitioning from a corrective price increase in the first half of 2024 and 2025 to a release of profit potential driven by supply-demand dynamics and industry expansion [1] - There is an optimistic outlook for leading manufacturers regarding profit improvement opportunities due to these market conditions [1]