Core Viewpoint - The company JianTao (01888) has raised prices by 10% across all materials due to soaring copper prices and a shortage of glass cloth, indicating a positive pricing cycle driven by AI demand in the industry [1] Group 1: Company Performance - JianTao's stock price increased by over 5%, reaching HKD 14.05 with a trading volume of HKD 315 million [1] - The company has implemented price increases three times since August 2025, with another increase in December, indicating strong pricing power amid rising costs [1] Group 2: Industry Trends - The strong demand for AI is driving both price and volume increases in the PCB market, with many AI-PCB companies experiencing robust orders and full production capacity [1] - The demand for AI copper-clad laminates is also strong, and domestic leading manufacturers are expected to benefit from slow overseas expansion in this segment [1]
建滔积层板再涨超5% 公司覆铜板近期涨价 机构称旺季提价频率超预期