B[PCB concept is active, Ultrasonic Electronics 2-connected board] On October 14th, PCB concept was active, Ultrasonic Electronics 2-connected board, Baoding Technology hit the daily limit, Nanya New Materials, Jinlu Electronics, Jinan Guoji, Qiangda Circuit followed suit. 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. Ultrasound Electronics released a performance forecast, predicting that the net profit attributable to shareholders of listed companies in the first three quarters of 2026 will be 340 million to 360 million yuan, a year-on-year increase of 90.78% to 102.00%. B[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) B[PCB concept rebounded in shock, Sihui Fushi rose by more than 10%] On September 10th, the PCB concept rebounded in shock during the day, Sihui Fushi rose by more than 10%, Jinan Guoji approached the daily limit during the session, and Welgo, Hongshida, Yihao New Materials, and Ultrasonic Electronics were among the top gainers. In terms of news, at the end of August, Kingboard Laminated Board issued its seventh price increase letter this year: FR-4 copper-clad laminates will increase by 10%, prepregs will be adjusted according to specifications, and thin cloth will increase by up to 20%. Later, Panasonic announced that it would raise copper-clad laminate prices from September 1, with some products increasing by up to 30%; Nanya Plastics followed suit, increasing by 20% to 25%. B[PCB concept continues to strengthen, Oscon's daily limit reaches a record high] On September 9th, PCB concept continued to strengthen during the session, Oscon closed its daily limit, and Jingwang Electronics rose by more than 5%, both hitting record highs. Previously, Huazheng New Materials had 2 boards in 3 days, Qiangda Circuit, Mankun Technology rose by more than 10%, and Yihao New Materials, Yibo Technology, Nanya New Materials, etc. followed suit. In terms of news, Panasonic recently announced that it will increase the price of copper clad laminates (CCL) due to rising costs of copper foil and glass fiber, with some products increasing by up to 30%. B[Today’s investment public opinion hot spots]
1) Pan-consumption: Seven departments including the Ministry of Commerce issued implementation opinions on promoting the expansion and upgrading of commodity consumption. By 2030, the total retail sales of consumer goods will reach about 60 trillion yuan.
2) PCB: Panasonic announced that it will increase the price of copper clad laminates (CCL) due to the rising costs of copper foil and glass fiber, with some products increasing by up to 30%.
3) Robots: Musk said that the number of humanoid robots will exceed 1 billion in the next 10 years, and the output of each robot will be at least five times that of human workers.
4) El Niño: The World Meteorological Organization issued the latest bulletin on September 3, confirming that the El Niño phenomenon has formed and will continue to strengthen, and is expected to develop into a super-level event.
5) Optical communications: The agency said that as North American CSPs continue to invest in AI data centers, coupled with the expansion of GPU cluster scale, the increase in single-card interconnection bandwidth, and the accelerated upgrade of 800G to 1.6T, the demand for optical modules, optical chips and high-speed optical connections is expected to continue to grow at a high rate. B[PCB concept rebounded with shock and rebound, Founder Technology and Zhongjing Electronics both hit the limit] On September 4th, the PCB concept rebounded in early trading, with Founder Technology and Zhongjing Electronics both hitting the limit, and Jingwang Electronics, Zhongying Technology, Fangbang Shares, Yibo Technology, and Taijin New Energy followed suit. On the news, Panasonic announced that it will increase the price of copper clad laminates (CCL) due to rising costs of copper foil and glass fiber. Products will be shipped starting from September 1, 2026, with some products increasing by up to 30%. Previously, Kingboard Laminated Board announced a unified price increase of 10% for all thickness FR-4 copper-clad laminates; PP semi-cured sheet prices were adjusted according to specifications. Thick cloth PP above 7628 (inclusive) increased by 10%, and thin cloth PP below 7628 increased by 20%. B[PCB concept is partially active, Jinlu Electronics and Xunjie Xing both rose by more than 10%] On September 3, the PCB concept was partially active, with Jinlu Electronics and Xunjie Xing both rising by more than 10%, followed by Qiangda Circuit, Shanghai Electric Co., Ltd., and Fangbang Co., Ltd. On the news, Panasonic announced that it will increase the price of copper-clad laminates due to the rising costs of copper foil and glass fiber. It will implement new prices for shipped products starting from September 1, 2026, with some products increasing by up to 30%. Previously, at the end of August, Kingboard Laminated Board, the global leader in copper-clad laminates, issued its seventh price increase letter of the year to customers, increasing prices by 10% for all thickness FR-4 copper-clad laminates. B[PCB concept rebounded with shock and Watt shares hit the daily limit] On September 2, the PCB concept rebounded in early trading, with PTFE leading the rise. Watt shares hit the daily limit, followed by Kent Shares, Haohua Technology, Huazheng New Materials, Shandong Fiberglass, and Welga. On the news, Panasonic announced that it will increase the price of copper clad laminates (CCL) due to rising costs of copper foil and glass fiber. Products will be shipped starting from September 1, 2026, with some products increasing by up to 30%. Previously, Kingboard Laminated Board announced a unified price increase of 10% for all thickness FR-4 copper-clad laminates; PP semi-cured sheet prices were adjusted according to specifications. Thick cloth PP above 7628 (inclusive) increased by 10%, and thin cloth PP below 7628 increased by 20%.
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