PCB concept oscillates and strengthens, with copper crown and copper foil up 20cm limit.

The concept of PCB is strong in midday trading, with copper crown and copper foil up by 20cm, and Desay Precision CNC reaching the daily limit. Defu Technology, Xinqi Microelectronics, Honghe Technology, Zhongyi Technology, and Bomin Electronics all rose by more than 5%. In terms of news, Guosheng Securities stated that benefiting from the development of industries such as AI, the global PCB output value is expected to reach 94.661 billion US dollars by 2029. AI servers and HPC systems have become important drivers for the development of low-loss high multilayer boards and HDI boards. The outbreak of demand for high-end PCBs has driven demand and prices for high-end materials to rise together.