B · Normal
[PCB concept is active again, Shiming Technology and Dongcai Technology both hit the daily limit] On October 8th, the PCB concept became active again in early trading, with Shiming Technology and Dongcai Technology hitting the daily limit, Tongyu New Materials, Chenghe Technology rising by more than 10%, and Fangbang Shares, Nanya New Materials, Shengquan Group, etc. following suit. In terms of news, Kingboard Laminated Panels has issued multiple rounds of CCL price increase notices this year. Nanya Plastics has raised product prices since September, and the price increase effects are being fully transmitted to the downstream. A research report from Guojin Securities stated that the strong demand for AI has driven up the price and volume of PCB. Many AI-PCB companies have strong orders, full production and sales, and vigorous expansion of production. However, overseas copper-clad laminate manufacturers are slow to expand production, and the shortage of goods and price increases are expected to continue.
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