According to the CITIC Securities Research Report, it is optimistic about the sustainability and growth of the PCB/CCL boom cycle, benefiting from iterative volume in the AI field and price increases in traditional fields, and 26H2 performance is expected to be strong; in the medium to long term, it is expected to benefit from continuous iterative upgrading of PCB processes and materials. Segments such as ASIC, carrier boards, mSAP, and PTFE are all expected to achieve excessive growth, and continue to be optimistic about future investment opportunities in the sector.

According to the CITIC Securities Research Report, it is optimistic about the sustainability and growth of the PCB/CCL boom cycle, benefiting from iterative volume in the AI field and price increases in traditional fields, and 26H2 performance is expected to be strong; in the medium to long term, it is expected to benefit from continuous iterative upgrading of PCB processes and materials. Segments such as ASIC, carrier boards, mSAP, and PTFE are all expected to achieve excessive growth, and continue to be optimistic about future investment opportunities in the sector.