Movement Alert|Guanghe Technology Falls 4.47% in Regular Trading, Upstream Raw Material Price Surges Continue to Weigh on PCB Sector

Market Focus
06/05

On June 5, Guanghe Technology fell 4.47% in regular trading, trading at 168.0 HKD/share, with trading volume of 15.07 million HKD.

On the news front, PCB concept stocks remain under sustained pressure as upstream raw material prices continue to surge, widening the supply-demand gap. Major copper clad laminate suppliers including Kingboard Laminates have undergone multiple rounds of price hikes since early 2025. In early June, manufacturers issued Q3 price increase notices with hikes generally ranging from 10% to 15%, marking the second full-scale price increase round this year. The non-linear growth of computing power infrastructure has driven rapid expansion in PCB material demand, while traditional Japanese and Korean suppliers show weak willingness and slow pace to expand capacity, further exacerbating the supply-demand imbalance. The market remains concerned about PCB manufacturers' ability to pass through rising costs and their near-term profitability outlook.

Within the Electronic Components sector, stocks broadly declined, with KB Laminates down 1.38%, VGT down 4.53%, Lens down 4.12%, Sunny Optical down 1.23%, and FIT Hon Teng down 0.88%.

(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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