PCB concept oscillates and rebounds, South Asia New Materials rises nearly 15%

In the afternoon, the concept of PCB saw a rebound, with South Asia New Materials rising nearly 15%, Jinan Guoji briefly approaching the daily limit, and Yihao New Materials, Shengyi Electronics, Fangbang Stock, Qiangda Circuit, and Founder Technology following the uptrend. On the news front, institutions pointed out that with the peak production period of LPU/LPX cabinets expected to occur between the end of 2026 and 2027, the demand for high-end PCBs is set to surge. This will further exacerbate the shortage of high-end HDI and multi-layer PCBs, driving the entire PCB industry chain into a new round of expansion and upgrade cycle.