財聯社12月15日電,午后PCB概念局部回暖,電子布、銅箔方向領漲,東材科技漲停,菲利華漲超10%,德福科技、深南電路、華正新材、大族數控跟漲。消息面上,中信建投研報認為,隨著短距離數據傳輸要求不斷提高,PCB持續升級,并帶動產業鏈上游升級,覆銅板從M6/M7升級到M8/M9,并帶動上游高端樹脂、玻纖布、銅箔等國內份額進一步提升。
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