Group 1 - The core viewpoint of the article highlights that Jiantao's stock price has increased by over 5%, currently trading at 14.05 HKD, with a transaction volume of 315 million HKD, driven by rising copper prices and tight supply of glass cloth [1] - On December 26, Jiantao issued a price increase notice, raising prices of all materials by 10% due to cost pressures from soaring copper prices and supply shortages [1] - Guotai Junan Securities noted that since the second half of 2025, Jiantao has raised prices three times in August, October, and December, indicating a favorable pricing cycle across the entire industry chain driven by AI demand [1] Group 2 - The company is strategically expanding into copper foil, electronic cloth, and copper-clad laminates, positioning itself as an industry leader likely to benefit from the price increase cycle across all segments [1] - Guojin Securities reported that strong AI demand is driving both price and volume increases in PCB, with many AI-PCB companies experiencing robust orders and full production, suggesting continued high growth in Q4 and next year [1] - The demand for AI copper-clad laminates remains strong, and due to slow expansion of overseas production, domestic leading manufacturers are expected to benefit significantly [1]
港股异动 | 建滔积层板(01888)再涨超5% 公司覆铜板近期涨价 机构称旺季提价频率超预期