HK Stock Market Move | Concept stocks of PCB collectively rise. Copper clad laminate manufacturers have successively issued price increase notifications for the third quarter. The pace of the PCB industry chain logistics has accelerated.

PCB concept stocks collectively rose, as of the time of publication, with KB LAMINATES (01888) up by 7.13%, closing at 53.05 Hong Kong dollars; KINGBOARD HLDG (00148) up by 3.15%, closing at 62.25 Hong Kong dollars; Victory Giant Technology (02476) up by 3.73%, closing at 422.8 Hong Kong dollars; DELTON (01989) up by 2.97%, closing at 170 Hong Kong dollars. On the news front, in early June, cover copper plate manufacturers such as Jiante, Shengyi Technology, and Goldenmax International successively issued price increase notices for the third quarter, with the increase generally ranging between 10% and 15%. This is the second round of overall price increases since 2026. The last time was in March, with an increase of about 8% to 10%. It is worth noting that KB LAMINATES has experienced seven price increases since 2025, mainly due to the tight demand for upstream raw materials driving price increases. CMSC believes that in the second quarter of 2026, the AI PCB industry chain's shipping pace will accelerate, with new production capacity matching downstream customers' new AI server platform orders continuously released. Performance is expected to maintain a high-speed growth trend on a month-on-month basis. In the medium to long term, focusing on pain points such as signal transmission acceleration, increased integration, and high heat dissipation requirements in AI data center scenarios, the PCB industry chain upstream and downstream are innovating and upgrading from multiple dimensions such as new materials and new technologies, opening up long-term growth opportunities.