Core Viewpoint - The leading copper foil substrate company, Jiantao, has announced a price increase due to rising copper prices and tight supply of glass cloth, marking its third price hike since the second half of 2025 [1] Company Summary - Jiantao's stock rose nearly 6% during trading, currently up 4.25% at HKD 12.99, with a trading volume of HKD 165 million [1] - The company has issued a price increase notice to customers, stating that raw material costs can no longer be absorbed, leading to a comprehensive price increase of 10% for new orders [1] Industry Summary - According to China Merchants Securities, price increases will be a dominant theme in the CCL industry for 2025-2026 [1] - Guotai Junan Securities reports that strong demand from AI is driving both price and volume increases in the PCB market, with many AI-PCB companies experiencing robust orders and full production [1] - The demand for AI copper-clad laminates is also strong, and due to slow overseas expansion, domestic leading manufacturers are expected to benefit significantly [1]
建滔积层板盘中涨近6% 公司近期宣布上调价格 涨价将成为覆铜板行业主旋律