Changes in Hong Kong stocks | Computing power is rising, PCB volume and price are rising, chipboard micropack (09630) is up more than 14%, and Dazu CNC (03200) is up more than 8%

The Zhitong Finance App learned that PCB concept stocks strengthened this morning. As of press release, Chipboard (09630) rose 14.26% to HK$290; Dazu CNC (03200) rose 8.55% to HK$97.75; Guanghe Technology (01989) rose 6.72% to HK$104.8; Jiantao Laminated Board (01888) rose 6% to HK$31.8; Shenghong Technology (02476) rose 2.01% to HK$187.70.

According to the news, the Citigroup Research Report shows that the biggest monthly increase in e-cloth prices in August was +17-18% (13.1/12.7/10.1 yuan/meter) for the 1080/2116/7628 series, with a cumulative total of +118-165% during the year; AI power squeezed out traditional supply, and the cost was transmitted to CCL. In August, Jiantao's CCL spot price including tax may increase by another 10-15%, and the cumulative average price during the year nearly doubled.

Dongguan Securities said that both model makers and CSP giants are stepping up their computing power deployment efforts, and the computing power boom is rising. Generational upgrades of AI computing power and hardware place higher demands on transmission rate, loss, and heat dissipation, and drive PCBs to develop in the direction of high density and high performance. Products with higher layers, higher levels, and more advanced materials are technically difficult, consume large production capacity, and continue to increase in value. Subsequent products such as orthogonal backboards, mSAP, and CoBOP will be implemented at an accelerated pace, and the PCB market space will be further opened up.