On May 29, Guanghe Tech (01989.HK) rose 6% in regular trading, trading at HKD 198.6/share, with trading volume of HKD 69.14 million.

On the news front, the PCB sector saw broad-based strength as a Morgan Stanley report highlighted that NVIDIA's Rubin platform will see per-rack PCB value surge from USD 35,100 to USD 116,700, representing a 233% increase, significantly expanding demand for high-layer-count PCBs. Meanwhile, Guanghe Tech previously disclosed that PCIe6.0 is expected to enter mass production after Q3, with 8 of the global top 10 server manufacturers already among its customers and strong order visibility in AI computing scenarios.

Additionally, the company completed the business registration change for a RMB 100 million capital increase to its wholly-owned subsidiary Huangshi Guanghe Precision Circuit, raising its registered capital from RMB 680 million to RMB 780 million, reinforcing capacity expansion for its multi-layer precision circuit board project. The Investor Services Center also publicly solicited voting rights in support of an independent director election, viewed as positive recognition of corporate governance.

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