According to the CITIC Securities Research Report, ABF packaging substrates, as one of the most continuous PCB industry links benefiting from AI growth logic, are profoundly benefiting from the upgrading trend of PCB carrier board conversion, and are expected to usher in a rapid explosion in market space and profits. CITIC Securities judged that the industry's production capacity gap may continue to expand in the short term, and price increases in the industry are expected to continue. Furthermore, the research was carried out separately from the perspectives of domestic board manufacturers and domestic customers to determine that it has now become a key point in the full launch of domestic ABF carrier boards, and is optimistic about the future performance flexibility of domestic manufacturers ABF carrier board business.

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