Core Viewpoint - The company, Jiantao Laminates (01888), has announced a price increase for its copper-clad laminate products due to rising raw material costs, with increases ranging from 5% to 10% across various product lines [1] Group 1: Price Increase Announcement - Jiantao has issued a price increase notification effective immediately, impacting all thicknesses of its copper-clad laminate products [1] - Specific price adjustments include a 5% increase for the CEM-1/22F/V0/HB series and a 10% increase for both the FR-4 series and PP (prepreg) series [1] - The company has already implemented multiple price hikes throughout the year, driven by cost pressures and demand benefits [1] Group 2: Industry Insights - According to Guoxin Securities, the evolution of computing architecture from GPU servers to orthogonal and wireless cable systems has made PCB (Printed Circuit Board) materials more critical in AI hardware [1] - The current AI cycle is characterized by a long-term property of "technology iteration driving continuous penetration," differing from the "peak-recession" pattern seen in the 5G cycle [1] - AI is expected to be the dominant growth driver for the PCB industry over the next 3 to 5 years [1]
港股异动 | 建滔积层板(01888)早盘涨超3% 市传发布覆铜板产品涨价通知 年内厂商已多次提价