AI driving industry development opportunities, QFII heavily holding 13 PCB concept stocks.

On November 12, the Ministry of Industry and Information Technology's website displayed that the MIIT is seeking public opinions on the standardized conditions and announcement management methods for the printed circuit board industry. The document aims to promote the high-end, green, and intelligent development of the printed circuit board industry by eliminating outdated capacity, encouraging technological innovation, and clarifying technical indicators, guiding the industry to accelerate its transformation and upgrading. In recent years, driven by the demand for AI, the market space for printed circuit boards has continued to expand, with a significant increase in the output value of high-end product categories, leading to an improvement in the industry's prosperity. Several PCB concept stocks have gained favor from foreign investors, with data showing that at the end of the third quarter, QFII held heavy positions in 13 stocks, with a total market value of 16.635 billion yuan. Among them, the QFII holding market value of Shengyi Technology reached 15.936 billion yuan, ranking first, while the QFII holding market values of Jingwang Electronics, Junya Technology, and Kexiang Technology were 287 million yuan, 86 million yuan, and 69 million yuan respectively.