HK Stock Market Move | KB LAMINATES (01888) rose by more than 5% again The company recently raised prices for copper clad laminates and institutions say that the frequency of price increases during the peak season exceeded expectations.
Jiantao Gypsum Board (01888) rose by over 5% again, as of the time of reporting, it increased by 4.23% to 14.05 Hong Kong dollars, with a turnover of 315 million Hong Kong dollars.
KB LAMINATES (01888) rose by over 5%, as of the time of writing, it had risen by 4.23% to HK$14.05, with a turnover of HK$315 million.
On the news front, on December 26, Jian Tao issued a price increase letter, due to the current sharp rise in copper prices and tight supply of glass cloth, the company is under cost pressure and has raised prices of all materials by 10%. Guotai Haitong stated that since the second half of 2025, the company has raised prices three times in August, October, and early December, and raised them again in December, exceeding expectations twice in the month. This means that under the drive of AI prosperity, the entire industry chain has entered a benign price increase cycle. The company is also laying out copper foils, electronic cloths, and copper-clad laminates, as the leading player in industry integration is expected to benefit from the price increase cycle in all aspects.
Sinolink released a research report stating that strong demand for AI is driving a simultaneous increase in price and quantity of PCBs. Currently, many AI-PCB companies have strong orders, operating fully and are vigorously expanding production. It is expected that high growth in the fourth quarter and next year's performance will continue. Demand for AI copper-clad laminates is also strong, as overseas manufacturers of copper-clad laminates are slow to expand production, mainland leading manufacturers are expected to benefit actively.
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