They function as the nervous system of advanced electronics and AI hardware, with circuity made from compressed copper.
对电子制造而言,印刷电路板(PCB)与其基材覆铜板(CCL)是不可或缺的基础材料,PCB是所有电子设备的“神经系统”,而覆铜板则是PCB的核心原料。在AI服务器与高速运算设备成为市场焦点之前,电子材料这条产业链的最上游开始受到更多关注。
Copper-clad laminates (CCL) serve as a base material for the circuit boards that drive electronic devices and high-performance computing, enabling the ongoing boom in artificial intelligence.
作为全球主要覆铜板供应商之一,建滔积层板控股有限公司(1888.HK)近日发出盈利预喜,预计截至2025年底止全年纯利将按年增长超过80%,突破23.9亿港元。公司指出,增长来自覆铜板及其上游玻纤纱、玻纤布与铜箔需求畅旺,产品单价与销量同步上升。
Kingboard Laminates Holdings Ltd. (1888.HK), as one of the leading suppliers of the copper-based electronic laminates, is cashing in on the AI-fueled demand, telling investors it expects to post a big leap in annual profits for 2025.
母企建滔集团(0148.HK)亦公布盈喜,预计2025财年度纯利超过43.2亿港元,较去年大幅上升165%,主要受集团核心材料业务及部分投资分部的盈利回暖所驱动。