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Understanding the Market | Han's CNC rises over 7% as the PCB industry experiences a wave of expansion; the company is t…

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Han's CNC rose over 7% again, as of the time of writing, it increased by 4.95%, priced at HKD 191, with a transaction volume of HKD 149 million. In terms of news, SCC recently announced plans to raise no more than RMB 4.882 billion for the production of high-speed, high-density, multi-layer PCBs for AI servers, switches, and other fields. Since the beginning of this year, at least 20 A-share PCB companies have announced expansion plans, covering framework agreements and intended investments, with a total investment amount exceeding RMB 80 billion, all focusing on high-speed computing boards, IC substrates, and high-frequency materials. Public information shows that Han's CNC is the world's largest manufacturer of PCB specialized equipment, having established partnerships with 80% of the top 100 PCB companies globally. According to industry data released by IBPCB, the global PCB laser drilling equipment market has exceeded USD 1.5 billion in 2023, and is expected to reach USD 2.8 billion by 2028. Han's CNC's ultra-fast laser drill has been validated by orders from core downstream customers

According to Zhitong Finance APP, Han's CNC (03200) has risen over 7% again, and as of the time of writing, it is up 4.95%, priced at HKD 191, with a transaction volume of HKD 149 million.

On the news front, SCC recently announced plans to raise no more than 4.882 billion yuan for the production of high-speed, high-density, multi-layer PCBs for AI servers, switches, and other fields. Since the beginning of this year, at least 20 A-share PCB companies have announced expansion plans, covering framework agreements and intended investments, with a total investment amount exceeding 80 billion yuan, all focused on high-speed computing boards, IC substrates, and high-frequency materials.

Public information shows that Han's CNC is the world's largest manufacturer of PCB specialized equipment, having established partnerships with 80% of the top 100 PCB companies globally. According to industry data released by IBPCB, the global PCB laser drilling equipment market has exceeded USD 1.5 billion in 2023, and is expected to reach USD 2.8 billion by 2028. Han's CNC's ultra-fast laser drilling has been validated by orders from core downstream customers

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