On June 9, Kingboard Holdings rose 6.76% in regular trading, trading at 77.3 HKD/share, with trading volume of 181 million HKD.

On the news front, subsidiary Kingboard Laminates has completed its fourth product price increase this year, with all board material series raised by 10% and PP products by 20%. Meanwhile, Morgan Stanley supply chain research indicates that Nvidia VR200 PCB costs have surged over 233% compared to GB300, pushing total PCB consumption value to approximately USD 117,000 versus just USD 35,000 for GB300. Citi previously raised Kingboard Holdings target price from 65 HKD to 90 HKD, maintaining a Buy rating, and lifted earnings forecasts for fiscal years through 2028 by 34% to 53%, driven by stronger-than-expected electronic fiberglass cloth price inflation. The bank noted that the company still trades below book value, which it considers unjustified.

Within the Electronic Components sector, KB Laminates rose 7.95%, VGT gained 4.67%, and Sunny Optical added 0.65%, reflecting broad sector strength driven by AI PCB demand acceleration.

(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.)