Group 1 - The core viewpoint of the article highlights that Jiantao's stock price has increased significantly, driven by rising copper prices and tight supply of glass cloth, leading to a price hike for their products [1] - Jiantao has issued a price increase notice to customers, indicating a 10% increase in the price of new orders due to unsustainable raw material costs, marking the third price hike since the second half of 2025 [1] - According to China Merchants Securities, price increases are expected to be a dominant theme in the CCL industry for 2025-2026 [1] Group 2 - Guojin Securities reports that strong demand from AI is driving both price and volume increases in the PCB sector, with many AI-PCB companies experiencing robust orders and full production capacity [1] - The performance growth in the fourth quarter and next year is anticipated to continue due to the strong demand for AI-related products [1] - Domestic copper-clad laminate manufacturers are expected to benefit significantly from the slow expansion of overseas production capacity [1]
港股异动 | 建滔积层板(01888)盘中涨近6% 公司近期宣布上调价格 涨价将成为覆铜板行业主旋律