Core Viewpoint - Jiantao Laminated Board (01888) has seen a significant increase in stock price, attributed to positive market conditions and pricing strategies in the copper-clad laminate industry [1][2] Group 1: Company Performance - Jiantao Laminated Board's stock rose by 7.52%, reaching HKD 12.44, with a trading volume of HKD 379 million [1] - The company is recognized as a leading player in the copper-clad laminate industry, benefiting from upstream material integration that creates a differentiated competitive barrier [1] Group 2: Industry Trends - The overall demand for copper-clad laminates is expected to improve, driven by the growth in AI-related applications, with major companies focusing on high-end product expansion [1] - A new round of price increases in the industry is anticipated in the second half of 2025, reflecting a positive supply-demand dynamic [1] - Recent price hikes of approximately 8% for CEM-1/22F/V0/HB and FR-4 products were implemented due to rising costs of copper, glass cloth, and chemical raw materials [2] - The underlying logic for price increases has shifted from recovery-based adjustments to a more optimistic outlook driven by industry growth and profitability potential [2]
建滔积层板涨超7% 机构指产品升级与覆铜板涨价有望贡献业绩增长势能