KB LAMINATES (01888) jumped 6.03% in morning trading, reaching HK$11.26 with a turnover of HK$73.1671 million.
Multiple AI industry chain companies have released their H1 2025 performance forecasts. Within the PCB sector, Shengyi Electronics reported a potential 500% year-on-year surge in non-GAAP net profit. The company projects a record-breaking second-quarter net profit of RMB 330 million.
Guojin Securities highlighted sustained robust AI demand driving an industry-wide resonance. Numerous AI-PCB manufacturers are operating at full capacity with overflowing order books while aggressively expanding production lines. This momentum is expected to fuel continued high growth through Q2 and Q3.
Kaiyuan Securities' earlier research anticipates KB LAMINATES benefiting from rebounding copper-clad laminate (CCL) demand in H1 2025. First-half performance was bolstered by CCL price hikes and government-subsidized demand recovery. While copper price volatility and H2 demand sustainability require monitoring, the firm's counter-cyclical expansion into premium CCL materials could significantly boost AI sector relevance. Kaiyuan consequently maintained its "buy" recommendation.
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