CITIC Securities: Recently, several companies in various sub-sectors of the electronics industry have issued price increase notices. It is recommended to focus on the segments with the highest certainty of benefiting.

According to the research report of CITIC Securities, several companies in various sub-sectors of the electronics industry have recently issued price increase notices, involving storage, CCL, BT substrate, wafer foundry, packaging and testing, among many other sub-fields. The background of this is that since 2025, the upstream metal costs have greatly increased, coupled with the strong demand from AI driving the overall demand. Considering that the current price increase cycle is driven by the super-high prosperity of AI, with demand from consumer electronics, automotive electronics, etc. facing some pressure, it is recommended to focus on the segments of storage, CCL, BT substrate, wafer foundry, packaging, etc. that benefit most from the price hike trend with the highest certainty.