The Zhitong Finance App learned that PCB concept stocks continued to rebound today. As of press release, Jingwang Electronics (03228) rose 7.44% to HK$52.0; Dingtai Hi-Tech (01377) rose 5.81% to HK$145.7; Dongshan Precision (02384) rose 4.11% to HK$88.6; Shenghong Technology (02476) rose 3.72% to HK$117.2; Guanghe Technology (01989) rose 3.47% to HK$62.7; Jiantao Laminate (01888) It rose 1.56% to HK$28.7.
According to the news, market research firm Yole Group pointed out in the newly released “2026 Printed Circuit Board (PCB) Industry Report” that it is expected to reach 140 billion US dollars by 2031, with a compound annual growth rate of 8.1%. Also, according to a survey of the PCB industry chain by the Shanghai Securities News, the leading manufacturers surveyed had full orders, and the capacity utilization rate was over 90%. The sales price and shipment volume of some manufacturers' products increased simultaneously. At the same time, the supply of upstream electronic cloth is still tight, and some scarce models are undersupplied.
According to an analysis by Huafu Securities, the Panasonic fire incident disrupted the supply side of AI materials. In a context where CCL is already in short supply, concerns about shortages are heating up at the same time as upward pressure on prices. Guojin Securities said that up to now, there has been a sharp retracement in the PCB sector's stock price, mainly due to the blocking of AI narratives and market concerns about long-term demand. However, the bank believes that it has not reached the moment when expectations are reflected in reality, and the PCB sector's prosperity remains relatively high.