On November 12, the Ministry of Industry and Information Technology’s official website published a notice seeking public feedback on the draft regulatory guidelines and announcement management procedures for the printed circuit board (PCB) sector. The proposed measures are designed to propel the PCB industry toward high-end, eco-friendly, and technologically advanced development by phasing out obsolete production capacities, fostering technological innovation, and defining clear technical benchmarks. This strategic move aims to expedite the industry's transformation and modernization. In recent years, propelled by the escalating demand for AI, the PCB market has witnessed a steady expansion, marked by a notable surge in the output value of high-end products and a sustained uptick in industry vitality. Consequently, several PCB-related stocks have drawn considerable interest from foreign investors. Data reveals that as of the end of the third quarter, the Qualified Foreign Institutional Investor (QFII) had amassed significant stakes in 13 pertinent stocks, with the total market value of these holdings reaching RMB 16.635 billion.
