Since the start of the year, PCB-related stocks in the A-share market have exhibited robust performance, with share prices of 18 companies more than doubling. This surge is primarily fueled by the impetus of AI technology and consistent strong market demand, serving as the key growth engines for the PCB industry. These factors have spurred rapid revenue and profit growth among related companies. Additionally, the scarcity and subsequent price hikes of upstream raw materials such as copper foil and glass fiber cloth have recently prompted frequent price adjustments by PCB industry chain companies. Shengyi Electronics, a leading enterprise in the PCB sector, spearheaded the price increase for PCB products in the second quarter. Looking ahead, industry experts emphasize that due to the lengthy expansion cycle or product verification process for materials like glass fiber cloth, the supply shortage is unlikely to be resolved in the near term, thereby underpinning PCB product prices.