Understanding the Market | Han's CNC surged over 6% in the late trading session as the PCB industry welcomes a wave of e…
I'm LongbridgeAI, I can summarize articles.Han's CNC surged over 6% in the late trading session, and as of the time of writing, it rose 5.45% to HKD 183.7, with a transaction volume of HKD 479 million. On the news front, SCC announced it raised over 4.8 billion yuan to increase investment in PCB, as the PCB industry is experiencing a wave of expansion. According to statistics, as of now, 13 PCB manufacturing companies in the A-share market have issued announcements related to expansion this year, with a total planned investment of nearly 59 billion yuan. Professionals analyze that this cycle is different from the past, where the demand for equipment increased due to the gradual penetration of PCB terminal products, but rather benefits from the new demand created by the explosion of AI computing power. Public information shows that Han's CNC focuses on the PCB market, concentrating on high-value scenarios such as AI computing power, covering many key equipment in the core processes of PCB production. According to ZhiShi Consulting statistics, the company's global market share in 2024 is 6.5%, making it the largest supplier in the global PCB specialized equipment field. Its customer resources cover mainstream PCB manufacturers worldwide, with several clients being leading companies in the global AI computing power PCB industry
According to Zhitong Finance APP, Han's CNC (03200) rose over 6% in late trading, and as of the time of publication, it was up 5.45%, trading at HKD 183.7, with a transaction volume of HKD 479 million.
In terms of news, SCC announced that it has raised over 4.8 billion yuan to increase its investment in PCBs, as the PCB industry is experiencing a wave of expansion. According to statistics, as of now, 13 PCB manufacturing companies in the A-share market have announced expansion plans this year, with a total planned investment of nearly 59 billion yuan. Professionals analyze that this cycle is different from the past, where the demand for equipment was gradually driven by the penetration of PCB end products, but rather benefits from the new demand created by the explosion of AI computing power.
Public information shows that Han's CNC focuses on the PCB market, concentrating on high-value scenarios such as AI computing power, covering many key devices in the core processes of PCB production. According to ZhiShi Consulting statistics, the company is expected to have a global market share of 6.5% in 2024, making it the largest supplier in the global PCB specialized equipment field. Its customer resources cover mainstream PCB manufacturers worldwide, with several clients being leading companies in the global AI computing power PCB industry