Changes in Hong Kong stocks | PCB concept stocks are showing active performance, and PCB manufacturers have launched re-quotation agencies one after another, indicating that industry performance is fulfilling expectations and strengthening

The Zhitong Finance App learned that PCB concept stocks were active. As of press release, Jiantao Laminate (01888) rose 4.12% to HK$48.06; Shenghong Technology (02476) rose 3.32% to HK$224; Dazu CNC (03200) rose 2.38% to HK$111.9; and Jiantao Group (00148) rose 1.80% to HK$56.55.

According to the news, on September 22, Jiangxi Hongruixing Technology Co., Ltd. issued a price adjustment notice to raise the factory price of copper-clad board products by 10%. This is another round of material price increases after China Jushi raised the prices of thick and thin electronic cloth by 15% and 20% respectively in September. According to reports, since December of last year, mainstream manufacturers such as Jiantao and South Asia have continuously issued price adjustment letters, with copper clad plates rising 10% to 20% in a single week. Among them, the price of the leading copper-clad board, Jiantao laminated board increased 7 times during the year, and the cumulative increase for some products exceeded 100%.

Guohai Securities pointed out that as the prices of electronic cloth, copper foil and CCL continue to rise, PCB manufacturers have initiated re-quotations one after another. Compared with upstream materials, there is a certain time lag in price increases in board manufacturers, and 2026Q3 is expected to become a starting point for improved product prices, capacity utilization, and order structures. The biggest cumulative decline in PCB sector standards in July was over 35%. Even after a wave of rebound, the current position is still attractive.