On June 17, Guanghe Technology rose 3.32% in regular trading, trading at HKD 178.0/share, with turnover of HKD 60.41 million. The stock benefited from continued strength across the PCB sector driven by AI compute capacity expansion and upstream supply-demand imbalance.

On the news front, PCB concept stocks continued their rally, with peer Kingboard Holdings surging 15.05%, Shenghong Technology up 3.21%, and KB Laminates up 2.21%, reflecting strong sector-wide momentum. A Citi research report noted that major CCL manufacturers capacity growth stands at only around 20%, significantly lagging downstream PCB expansion speed, with pricing power shifting toward upstream materials. Some PCB manufacturers may face CCL allocation shortages as AI demand ramps in Q3.

At the company level, Guanghe Technology reported Q1 net profit growth of 62.40% to 70.99% year-over-year, and signed an AI server high-end PCB smart manufacturing base project in early June, positioning the company to benefit directly from the AI compute buildout wave.

(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.)