HK Stock Market Move | PCB concept stocks rose across the board as PCB manufacturers collectively announced price increases. Analysts indicate that the performance slope in the third quarter is expected to accelerate.

PCB concept stocks have seen a significant rise across the board. As of the time of this report, DELTON (01989) has risen by 12.16% to HKD 124.5; Victory Giant Technology (02476) has increased by 7.65% to HKD 212.6; KB LAMINATES (01888) has gone up by 6.15% to HKD 46.94; and KINGBOARD HLDG (00148) has climbed by 3.28% to HKD 51.9. In terms of news, recently, KB LAMINATES issued its seventh price increase notice to clients this year: FR-4 copper-clad laminates will see a uniform price increase of 10%, while PP semi-cured sheets may rise by up to 20%. Since March of this year, Kingboard has maintained a rhythm of one price increase per month, with the cumulative increase of FR-4 copper-clad laminates exceeding 100% when calculated with compound interest. The leading price hikes have quickly prompted industry peers to follow suit. Panasonic announced that it will increase copper-clad laminate prices starting September 1, with some products seeing increases of up to 30%. Nanya Plastics is following with increases of 20% to 25%. Sinolink pointed out that they expect the performance curve of PCBs to accelerate starting in the third quarter, with PCBs likely becoming the most outstanding sector. The core reasons for this expectation include: high-end new AI products have already started shipping; PCB prices are beginning to be transmitted. The firm noted that monthly revenue from PCB manufacturers in Taiwan has shown significant changes both year-on-year and month-on-month. In July 2026, the year-on-year growth rate of monthly PCB revenue in Taiwan reached 39%, marking the highest growth rate so far this year, with a month-on-month increase of 13%, indicating that a change has begun.