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.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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