On November 9, PCB concept stocks rebounded sharply. The Wind circuit board index rose more than 4% during the session, with Chaozhou Three-Circle (Ultrasonic Electronics) hitting the daily limit, while Jingwang Electronics and Shenghong Technology followed the upward trend. Recently, several listed PCB companies have reported that orders for PCB products in the AI sector are fully booked, with tight delivery schedules for some products. Companies such as Kexiang Co., Ltd. have announced plans to expand PCB production capacity for AI computing power. An executive from a leading PCB company stated that the strong prosperity of the PCB sector remains intact, with AI-related orders fully booked. Since the beginning of this year, PCB orders in the automotive, AI server, and communications sectors have generally performed well, while demand in consumer electronics has remained stable.
