Core Viewpoint - The stock of Jiantao Laminates (01888) has seen a price increase, attributed to recent price hikes in CCL and PP by Taiwan's Nanya, effective from November 20, driven by rising costs of copper, copper foil processing fees, and fiberglass cloth [1] Group 1: Company Performance - Jiantao Laminates' stock rose over 6% during trading, currently up 2.2% at HKD 11.61, with a trading volume of HKD 188 million [1] Group 2: Industry Trends - Nanya has announced an 8% price increase for its entire range of CCL and PP, effective from November 20, following similar price hikes by other manufacturers like Shengyi and Nanya New Materials in October [1] - The AI copper-clad laminate (CCL) market is projected to be a key growth driver, with an estimated market size of USD 2.2 billion by 2025, reflecting a 100% year-on-year growth [1] - By 2026, the AI CCL market is expected to reach USD 3.4 billion, a 60% increase, driven by ASIC volume and upgrades to M9 CCL for new Nvidia products [1] - The AI CCL market is forecasted to grow to USD 5.8 billion by 2028, with a compound annual growth rate (CAGR) of 52% from 2024 to 2028 [1]
港股异动 | 建滔积层板(01888)盘中涨超6% 覆铜板厂商陆续宣布涨价 AI基建拉动行业需求