Changes in Hong Kong stocks | PCB concept stocks are recovering today, and PCB products are still expected to increase in price in the fourth quarter or narrow compared to the third quarter

The Zhitong Finance App learned that PCB concept stocks picked up today. As of press release, Guanghe Technology (01989) rose 9.99% to HK$61.1; Jingwang Electronics (03228) rose 8.13% to HK$48.68; Shenghong Technology (02476) rose 5.43% to HK$114.5; Jiantao Group (00148) rose 4.56% to HK$40.8; Jiantao Laminated Board (01888) rose 3.48% to HK$28.56.

According to the news, according to a report by the Shanghai Securities News, the reporter recently investigated the PCB industry chain and learned that the top manufacturers surveyed are full of orders, the capacity utilization rate is over 90%, and the sales price and shipment volume of some manufacturers' products are rising at the same time. At the same time, the supply of upstream electronic cloth is still tight, and some scarce models are undersupplied. Xiong Yiyu, co-chief electronics analyst at Huachuang Securities, believes that PCB product prices are still expected to rise in the fourth quarter, but the increase may be narrower than in the third quarter.

Citi said that following the AI PCB upstream materials research and industry conference from November 5 to 6, the bank expects the supply of electronic cloth to remain tight in the first half of 2027, supported by low inventory and limited short-term additional production capacity. SCI industry inspections show that manufacturers have strong intentions to raise prices again in December, but some industries expect the pace of price increases for conventional thick cloth to slow down. SCI estimates that the potential high level is about 16 to 17 yuan per meter.