AI-driven high-end product scale production PCB company's performance is expected to increase significantly in 2025.

The disclosure of the 2025 annual report has not yet begun, but some A-share listed companies in the PCB industry have already released positive performance signals, reflecting the continuous improvement in the industry chain's prosperity. According to Choice data, as of January 23rd, about 20 PCB concept stocks have disclosed their 2025 performance forecasts, with about 80% achieving net profit growth, covering various links in the PCB industry chain such as products, materials, and equipment. Companies like Kinwong Electronic and Shenghong Technology are expected to see a net profit increase of over 250%. Behind the good performance is the increase in deployment scale and speed of AI data centers, driving the high-speed growth of demand for high-end PCB products and subsequently promoting the synchronous prosperity of upstream equipment and material links.