A · Important
[PCB concept repeatedly strengthens, Ultrasonic Electronics has 5 boards in 7 days] On September 15, the PCB concept has repeatedly been active, with Ultrasonic Electronics having 5 boards in 7 days. Previously, Huazheng New Materials had 3 boards in 7 days, Aohong Electronics hit the daily limit, Fangbang Shares, Nanya New Materials, Xingsen Technology, and Mankun Technology followed suit. In terms of news, the latest research report from Zheshang Securities shows that as the price of PCB upstream materials continues to rise, the price increase has begun to be transmitted to some PCB categories, and the effect of the price increase will gradually be reflected from the third quarter of 2026.
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