PCB concept fluctuates strongly, TGCF hits the daily limit of 20cm

Zhitong
2025.07.24 02:08

The PCB concept stocks fluctuated and strengthened during the session, with TGCF hitting the daily limit, Han's CNC reaching the daily limit, and companies like Defu Technology, Chipone Microelectronics, Honghe Technology, Zhongyi Technology, and BOMIN ELECTRONICS rising over 5%. In terms of news, Guosheng Securities stated that driven by the development of industries such as AI, the global PCB output value is expected to reach USD 94.661 billion by 2029. AI servers and HPC systems have become important driving forces for the development of low-loss high-layer boards and HDI boards, with the explosive demand for high-end PCBs driving both the demand and price of high-end materials