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建滔積層板(01888.HK)漲18%再創新高 獲近花旗升目標價至100元
建滔積層板(01888.HK)今日高開8.23%,最高見77.35元。現報77.35元,升17.91%,成交3,642.06萬股,涉資26.82億元。建滔集團(00148.HK)今日高開6.16%,最高見100.9元。現報99.85元,升11.81%,成交2,085.48萬股,涉資20.04億元。花旗發表研究報告指,在參與中國AI玻纖布行業龍頭宏和科技(60...
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建滔積層板(01888.HK)漲18%再創新高 獲近花旗升目標價至100元
Recommend
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24
 
 

建滔積層板(01888.HK)  +14.600 (+22.256%)    Short selling $930.91M; Ratio 16.604%   今日高開8.23%,最高見77.35元。現報77.35元,升17.91%,成交3,642.06萬股,涉資26.82億元。

建滔集團(00148.HK)  +11.300 (+12.654%)    Short selling $403.36M; Ratio 9.521%   今日高開6.16%,最高見100.9元。現報99.85元,升11.81%,成交2,085.48萬股,涉資20.04億元。

花旗發表研究報告指,在參與中國AI玻纖布行業龍頭宏和科技(603256.SH)  +20.790 (+10.000%)   的考察後,發現其對建滔積層板(01888.HK)  +14.600 (+22.256%)    Short selling $930.91M; Ratio 16.604%   帶來正面啟示。由於織布機供應有限,預期2026年下半年電子級玻璃纖維布(e-glass fabric)的平均售價將持續上漲;同時,AI玻纖布的盈利能力高於預期,預計其佔建滔積層板總毛利的比例,將由2026年的6.9%大幅提升至2028年的17.4%。

該行對建滔積層板2026年上半年業績預測更為樂觀,預計其將於8月中旬公布業績,並可能在7月中旬發出盈喜。得益於電子級玻璃纖維布在今年上半年的強勁價格通脹,該行將其今年上半年盈利預測上調約7%,預計上半年營業額將按年飆升80%至173億港元,淨利潤更按年大增297%至37.1億港元,淨利潤率將由2025年上半年的9.7%倍增至21.4%。

花旗將建滔積層板在2026至2028年的盈利預測分別上調7%、12%及16%,並將其目標價由80港元調高至100港元,以反映高於預期的AI玻纖布盈利能力,維持「買入」評級。(ad/u)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-06-15 16:25.) (A Shares quote is delayed for at least 15 mins.)

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