Core Viewpoint - The demand for AI-driven high-end PCBs is surging, leading to structural opportunities for copper-clad laminates, with prices rising due to cost pressures and demand benefits [1] Company Summary - Jintao Laminates (01888) has seen its stock price increase by nearly 5%, currently trading at HKD 11.86 with a transaction volume of HKD 102 million [1] - The company has raised product prices multiple times this year in response to market conditions [1] Industry Summary - The market for AI copper-clad laminates is projected to reach USD 2.2 billion by 2025, representing a 100% year-on-year growth [1] - By 2026, the market is expected to grow to USD 3.4 billion, a 60% increase, driven by ASIC volume and upgrades in NVIDIA's new products [1] - The AI copper-clad laminate market is forecasted to reach 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)再涨近5% 高阶覆铜板货源紧俏 厂商年内已多次提价