B · Normal
[PCB price increases are transmitted smoothly to the downstream, and more industry applications begin to increase] On September 24th, A-share PCB (Printed Circuit Board) concept stocks led the gains strongly on September 23rd, with many stocks such as Zhongyi Technology, Jitai Shares, Aohong Electronics, Jiangnan New Materials, and Eton Electronics reaching their daily limit. In terms of news, Jiangxi Hongruixing Technology Co., Ltd., Panasonic, Nanya Plastics and other companies have recently raised the prices of copper-clad laminates (CCL) and other products again. The reporter investigated the industry chain and learned that the current PCB industry has undergone significant changes: on the one hand, what is more noteworthy than the upstream price increase is that PCB board factories are ushering in a profit recovery window; on the other hand, the driving force for industrial growth is also quietly gaining momentum. In addition to the continued strong momentum of AI computing power, new growth momentum such as robots and optical modules have begun to emerge, and the entire industry has entered a development pattern of "the strong will always be strong". (Shanghai Securities News)
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