Movement Alert|Guanghe Technology Falls 3.21% in Regular Trading, Upstream Raw Material Price Surge Continues to Weigh on PCB Sector

Market Focus
06/02

On June 2, Guanghe Technology fell 3.21% in regular trading, trading at 156.5 HKD/share, with trading volume of approximately 80.68 million HKD. The decline extends the previous session's sharp selloff driven by surging upstream raw material costs across the PCB industry.

On the news front, PCB concept stocks have continued to weaken as upstream raw material prices surge and the supply-demand gap widens. According to institutional analysis, major supplier KB Laminates has undergone multiple rounds of price hikes since early last year, with cumulative increases exceeding 40%. The non-linear growth in computing infrastructure has driven rapid demand for PCB materials, while traditional Japanese and Korean suppliers remain reluctant to expand capacity, further exacerbating supply-demand imbalances. Market concerns over cost pressures and profitability outlook for PCB manufacturers including Guanghe Technology continue to weigh on sentiment.

Within the Electronic Components sector, KB Laminates fell 3.46%, Kingboard Holdings fell 3.69%, and VGT fell 2.86%, while Sunny Optical rose 1.09% and Lens Technology rose 6.01%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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