Group 1 - The core viewpoint of the article highlights that JianTao Laminated Board (01888) has seen a stock price increase of over 5%, currently trading at 13.96 HKD with a transaction volume of 81.7041 million HKD, driven by supply tightness and rising prices of raw materials like fiberglass cloth [1] - Resonac, a Japanese semiconductor materials manufacturer, announced a price increase of over 30% for copper foil substrates (CCL) and adhesive films used in printed circuit boards (PCB) starting March 1, due to supply constraints [1] - Market rumors suggest that NVIDIA's Rubin Ultra may switch from orthogonal backplanes to copper cable solutions, although industry insiders maintain that the core positioning of orthogonal backplanes remains unchanged [1] Group 2 - According to Guotai Junan Securities, JianTao has raised prices three times in August, October, and December since the second half of 2025, with an unexpected price increase occurring twice within December, indicating a positive pricing cycle across the entire industry chain driven by AI demand [1] - The company is strategically positioned in copper foil, electronic cloth, and copper-clad laminates, and as an industry leader, it is expected to benefit from the price increase cycle across all segments [1]
港股异动 | 建滔积层板(01888)现涨超5% 日本大厂调涨CCL价格三成 市场关注正交背板传闻