Changes in Hong Kong stocks | Jiantao Laminate (01888) rose more than 4%, institutions say the price adjustment trend of copper-clad board products is expected to continue

The Zhitong Finance App learned that Jiantao Laminated Board (01888) rose by more than 4%. As of press release, it had risen 4.12% to HK$12.37, with a turnover of HK$180 million.

According to the news, Dongguan Securities pointed out that after Taiwan South Asia Plastics raised all copper-clad plate products by 8% in November, Jiantao Laminated Board made a new round of product increases this week. Affected by factors such as rising copper prices and tight supply of glass cloth, the price of CEM-1/22F/V0/HB products increased by 5%, and the price of FR-4 and PP products all increased by 10%. At present, the price of raw materials remains high, the utilization rate of downstream PCB manufacturers is high, and the price adjustment trend of copper clad plate products is expected to continue further. In terms of growth, the value of copper clad plate products is expected to increase dramatically next year as new platform products in the GPU and ASIC camps use M8.5+ materials one after another. It is recommended to focus on manufacturers that benefit from the increase in the price of copper-clad plates and have reserves of high-end products.

Also, according to a report by PCB Information Network, on December 3, the 2025 International Electronic Circuit (Shenzhen) Exhibition (HKPCA Show) opened at the Shenzhen International Convention and Exhibition Center, and Jiantao Laminate (booth: 8H20) made a big debut with high-end solutions from the entire industry chain. At this exhibition, Jiantao laminates accurately meet the needs of high-end scenarios such as AI and automotive electronics, and the core product matrices exhibited all have clear technical support and market verification. KB Jiantao Laminate focuses on launching innovative solutions covering the fields of AI servers, IC carrier boards, and automotive electronics.