On September 23, A-share PCB concept stocks demonstrated robust performance, with shares of Zhongyi Technology, Jitai Co., Ltd., Aohong Electronics, and several other companies surging to their daily limits. In recent news, firms like Jiangxi Hongruixing Technology Co., Ltd. have announced price hikes for copper-clad laminates. Research indicates that the PCB industry is undergoing notable transformations: board manufacturers are stepping into a phase of profit resurgence. Furthermore, alongside the ongoing momentum from AI computing power, fresh growth catalysts such as robotics and optical modules are emerging, leading to an industry landscape where 'the strong continue to strengthen.'
