Movement Alert|HANS CNC Rises 3.64% in Regular Trading, 50 Institutions Survey as PCB Supply Chain Price Surge Continues

Market Focus
Sep 18

On September 18, HANS CNC rose 3.64% in regular trading, trading at 108.7 HKD/share, with turnover of 12.2177 million HKD.

On the news front, the company disclosed it received surveys from 50 institutional investors, including QFII funds, insurance firms, and securities companies. Management detailed robust AI PCB equipment adoption progress, noting full-line product orders have grown significantly. The company reported H1 revenue of 4.985 billion yuan, up 109.29% year-over-year, with net profit of 957 million yuan, up 263.45%. The board secretary previously indicated AI PCB equipment contribution to full-year revenue would rise from over 50% in H1 to 60%.

Concurrently, the PCB supply chain pricing cycle remains strong. Leading global CCL manufacturer Kingboard Laminates has issued its seventh price increase this year, with cumulative hikes exceeding 100%. Upstream electronic fabric prices have also surged, with thick cloth up 15% and thin cloth up 20% in September. Institutional research suggests Q3 is poised to become a key inflection point for product pricing, capacity utilization, and order structure improvement.

(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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