Movement Alert|VGT Rises 3.86% in Regular Trading, PCB Sector Extends Rebound on Sustained Fundamental Support

Market Focus
08/13

On August 13, VGT rose 3.86% in regular trading, trading at HKD 264.2/share, with turnover of HKD 51.76 million.

On the news front, the PCB sector continued its rebound momentum from the previous session, with peers Guanghe Tech up 5.51%, KB Laminates up 2.22%, and Kingboard Holdings up 1.28%, reflecting a broad sectoral recovery pattern. The stock had previously surged from approximately HKD 190 to HKD 280 before experiencing consecutive pullbacks, with short-term profit-taking pressure now largely released, creating room for the current rebound.

On the fundamental side, the company disclosed that its order backlog continues to grow, with R&D iteration products co-developed with core customers progressing smoothly. Some clients have already released long-term demand signals extending into 2027-2028. Additionally, Citi expects major CCL manufacturers to initiate a new round of price increases, with the mid-term industry upcycle thesis remaining intact.

(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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