覆铜板涨价触发连锁反应，，，，，，台厂加速结构高阶质料_Guangzhou Sanfu New Materials Technology Co., Ltd

覆铜板涨价触发连锁反应，，，，，，台厂加速结构高阶质料

Date: 2025-08-25　Click: 2657

覆铜板（CCL）8月中旬泛起涨价潮。。。。。。建滔集团上周宣布CEM-1、22F、V0、HB与FR-4等中低阶产品每张加价人民币10元，，，，，，发动二线厂商跟进。。。。。�；；；；；；怪赋觯�，，，，，这是海内厂多年低价竞争后由龙头厂带动连番喊涨，，，，，，意味低价情形暂告一段落。。。。。。

建滔继2024年上半年（3月／5月）后，，，，，，再次调高CCL报价，，，，，，江西宏瑞兴、梅州威利邦等业者也同程序整，，，，，，部分标准TG、中TG、高TG产品每张涨幅介于5至10元，，，，，，半固化片每米亦上调0.5元。。。。。。此举，，，，，，不但反应铜、树脂与玻璃布等原物料一连走高，，，，，，也与海内市场「反内卷」气氛、国产化需求上升，，，，，，以及AI服务器占有大宗产能有关，，，，，，驱使市场价钱重新定位。。。。。。

机构以为，，，，，，这波涨势由高阶基板率先引爆，，，，，，后续可能逐步传导至中低阶玻纤布与板材，，，，，，形成连锁效应。。。。。。

PCB上游质料供需依旧主要。。。。。。铜箔应用于AI服务器电路板，，，，，，需求强劲；；；；；；玻纤布则由日东纺等少数厂商掌握焦点手艺，，，，，，报价一连垫高。。。。。。台厂富乔一连扩大Low Dk先进制程产能，，，，，，年底比重将再提升；；；；；；金居则自8月起调涨部分铜箔加工费，，，，，，以淡化新台币升值与电价压力。。。。。。

台厂CCL三雄朝高阶质料生长，，，，，，其中，，，，，，台光电聚焦AI ASIC与800G交流器应用，，，，，，推进M6至M9高速质料，，，，，，并将支持PCB层数由22～24层提升至28层，，，，，，2028年更可达34～42层，，，，，，高阶质料毛利率上看4至5成。。。。。。

台耀则一连提升Non-Low-Loss产品比重，，，，，，自6月ASIC产品量产以来，，，，，，M8高速质料生长最快，，，，，，推升产品组合升级。。。。。。联茂第二季营收与毛利率体现优于预期，，，，，，除一连供应GB200副板外，，，，，，第四序将切入美系客户GB300主板与运算托盘（switch tray），，，，，，法人预估2026年上半年放量，，，，，，毛利结构将进一步改善。。。。。。

机构指出，，，，，，整体而言，，，，，，中低阶覆铜板价钱回升，，，，，，加上AI服务器与CoWoP（Chip on Wafer on PCB）需求推动，，，，，，台湾CCL三雄正加速高阶质料结构，，，，，，有望开启新一波生长周期。。。。。。

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