Core Viewpoint - The stock price of Jiantao Laminates (01888) has increased by over 4%, currently at HKD 12.37, driven by price hikes in copper-clad laminate products due to rising copper prices and tight supply of glass fabric [1] Price Adjustments - Jiantao Laminates has announced a new round of price increases for its products, with CEM-1/22F/V0/HB products rising by 5% and FR-4, PP products increasing by 10% [1] - The price adjustments are influenced by high raw material costs and strong operational rates among downstream PCB manufacturers, indicating a potential continuation of the price increase trend [1] Growth Potential - The value of copper-clad laminate products is expected to significantly increase next year as new platform products in the GPU and ASIC sectors begin to adopt M8.5+ materials [1] - Companies that benefit from the price increase of copper-clad laminates and possess high-end product reserves are recommended for attention [1] Industry Events - Jiantao Laminates is showcasing its high-end solutions at the 2025 International Electronic Circuit (HKPCA Show) in Shenzhen, aligning with the demands of AI and automotive electronics [1] - The core product matrix presented at the exhibition is supported by clear technological backing and market validation [1]
港股异动 | 建滔积层板(01888)涨超4% 机构称覆铜板产品调价趋势有望进一步延续