The Zhitong Finance App learned that PCB concept stocks rose across the board. As of press release, Guanghe Technology (01989) rose 12.16% to HK$124.5; Shenghong Technology (02476) rose 7.65% to HK$212.6; Jiantao Laminate (01888) rose 6.15% to HK$46.94; and Jiantao Group (00148) rose 3.28% to HK$51.9.
According to the news, recently, Jiantao Laminate issued the 7th price increase letter to customers during the year: FR-4 copper-clad plate increased the uniform price by 10%, and the maximum price increase of PP semi-cured sheets was 20%. Since March of this year, Jiantao has basically maintained a “monthly increase” rhythm. FR-4 copper clad plate alone has accumulated a cumulative increase of more than 100% based on compound interest. The price increase of leading companies quickly attracted follow-up from peers. Panasonic announced an increase in the price of copper clad plates starting September 1, with an increase of up to 30% for some products. South Asia Plastics followed suit at the same time, with an increase of 20% to 25%.
Guojin Securities pointed out that it believes that starting in the third quarter, the PCB performance slope is expected to accelerate, and PCB is expected to become the brightest sector. The core reason is that new high-end AI products have already begun to be shipped; PCB prices have begun to spread. The bank pointed out that it has observed significant changes in the monthly revenue of Taiwanese PCB manufacturers. In July 2026, the monthly PCB revenue growth rate of Taiwanese stocks reached 39% year-on-year, reaching the highest growth slope since this year. The month-on-month growth rate reached 13%, and signs of starting the change have appeared.