The Zhitong Finance App learned that most PCB concept stocks rose. As of press release, Jiantao Laminate (01888) rose 4.33% to HK$48.16; Guanghe Technology (01989) rose 2.95% to HK$122.2; Jiantao Group (00148) rose 2.69% to HK$55.4; and Shenghong Technology (02476) rose 2.66% to HK$196.6.
According to the news, according to official WeChat official WeChat, the Ministry of Industry and Information Technology and the National Development and Reform Commission recently jointly issued the “Fifteenth Five-Year Plan for the Development of the Electronic Information Manufacturing Industry.” Among them, the “Plan” proposes to accelerate the innovation and development of consumer electronics. Increase the supply of terminal products, strengthen product industrial design, and continue to promote the intelligent and integrated upgrading of consumer electronics products such as mobile phones, personal computers, audiovisual electronics, virtual reality (including augmented reality and mixed reality), wearable devices, and new service terminals. In terms of personal computers, we have broken through high-performance chips and developed motherboard architecture design and high-density printed circuit board (PCB) integration technology.
Zheshang Securities believes that AI computing power is reshaping the PCB demand structure, increasing the certainty of growth of high-end products. The global PCB industry has returned to a growth channel, and high-frequency high-speed PCBs have significantly outperformed the industry. AI servers evolved from stand-alone systems to cabinet-level systems, superimposed switches were upgraded to 800G/1.6T, and optical modules were iterated to 800G/1.6T, continuously driving the demand for high-rise, large-size, high-density interconnections, and low-loss PCBs. Demand for high-end PCBs is expected to maintain rapid growth under the trend of AI-driven computing power equipment upgrades.