This week, the main force added positions in PCB individual stocks.

According to Securities Times and Data Treasure statistics, this week, a total of 32 stocks in the A-share market had a net inflow of main funds exceeding 3 billion yuan. Shanghai Electric Power, Pengding Holdings, BYD, Xingwang Ruijie, and Ningde Times ranked among the top five, with net inflows of 14.85 billion yuan, 13.73 billion yuan, 12.56 billion yuan, 11.92 billion yuan, and 10.02 billion yuan respectively. Shanghai Electric Power is expected to achieve a net profit attributable to shareholders of 28.3 to 30 billion yuan in the first half of the year, a year-on-year increase of 68.17% to 78.28%. The company stated that benefiting from structural demand in areas such as high-speed switches, AI servers, high-performance computing, and intelligent cars, combined with continuous optimization of product structure, the company's operating income and net profit in the first half of the year have both shown rapid growth compared to the same period last year. It is worth mentioning that the top two companies with net inflows of main funds, Shanghai Electric Power and Pengding Holdings, are both stocks in the PCB sector. Another stock under the PCB concept, Jingwang Electronics, also had a high net inflow of main funds of 6.82 billion yuan. On the news front, the global PCB industry currently maintains steady growth. According to Prismark, the global PCB market is expected to reach around $75 billion by 2024 and is projected to grow to over $93 billion by 2029, with a compound annual growth rate of approximately 4% to 5%.