B[PCB concept fluctuated and fell, Jinan Guoji fell by the limit] On October 9, the PCB concept fluctuated and fell, Jinan Guoji fell by the limit, Huazheng New Materials, Nord Co., Ltd., Fangbang Co., Ltd., Jiayuan Technology, Taijin New Energy, Nanya New Materials and other stocks fell more than 5%. B[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. A[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. 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.
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