Guojin Securities released a research report saying that overall, the basic performance of upstream materials in the PCB industry chain in the first half of this year was significantly better than that of downstream PCBs. The second half of the year will usher in double marginal changes of new product collection and profit restoration. The acceleration of fundamental slope is extremely definitive, and the current sector allocation value is high, so it is recommended to pay attention.

Guojin Securities released a research report saying that overall, the basic performance of upstream materials in the PCB industry chain in the first half of this year was significantly better than that of downstream PCBs. The second half of the year will usher in double marginal changes of new product collection and profit restoration. The acceleration of fundamental slope is extremely definitive, and the current sector allocation value is high, so it is recommended to pay attention.