Movement Alert|Guanghe Technology Falls 5.16% in Regular Trading, Upstream Raw Material Price Surges Continue to Pressure PCB Manufacturers

Market Focus
06/08

On June 8, Guanghe Technology fell 5.16% in regular trading, trading at 159.2 HKD/share, with trading volume of 40.88 million HKD.

On the news front, the PCB sector has been under sustained pressure recently, primarily due to soaring upstream copper clad laminate prices and a widening supply-demand gap. The non-linear growth in computing power infrastructure has driven rapid increases in PCB material demand, while traditional Japanese and Korean suppliers remain reluctant to expand capacity, further exacerbating the supply-demand imbalance. Notably, major copper clad laminate manufacturers issued Q3 price hike notices in early June, with increases generally ranging from 10% to 15%, marking the second round of comprehensive price increases this year.

Within the Electronic Components sector, a clear divergence between upstream and downstream players was evident. Upstream supplier KB Laminates rose 4.17% and Kingboard Holdings gained 4.09%, while downstream manufacturers VGT fell 5.7% and Sunny Optical declined 4.57%, reflecting persistent market concerns over PCB manufacturers' cost pass-through capabilities and profit outlook.

(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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