The mandatory disclosure of the semi-annual results forecast is nearing its end. The sharp increase in the profitability of listed companies in the A-share PCB industry chain has been revealed, and the overall profit center of the industry continues to rise. Looking at the growth in the performance of listed companies in the PCB industry chain, demand for AI computing power is the biggest driver, and product price increases directly boost performance. The profit elasticity of upstream copper-clad board companies is significantly higher than that of midstream PCB manufacturers. Looking ahead to the second half of the year, many industry insiders believe that as the wave of AI computing power infrastructure construction continues, the tight supply of upstream copper clad plates and electronic cloth will be difficult to ease in the short term, and the sharp rise in the overall volume and price of the PCB industry chain is still a major trend.

The mandatory disclosure of the semi-annual results forecast is nearing its end. The sharp increase in the profitability of listed companies in the A-share PCB industry chain has been revealed, and the overall profit center of the industry continues to rise. Looking at the growth in the performance of listed companies in the PCB industry chain, demand for AI computing power is the biggest driver, and product price increases directly boost performance. The profit elasticity of upstream copper-clad board companies is significantly higher than that of midstream PCB manufacturers. Looking ahead to the second half of the year, many industry insiders believe that as the wave of AI computing power infrastructure construction continues, the tight supply of upstream copper clad plates and electronic cloth will be difficult to ease in the short term, and the sharp rise in the overall volume and price of the PCB industry chain is still a major trend.