Movement Alert|Han's CNC Rises 3.03% in Regular Trading, Global 70% PPE Resin Supply Disruption Boosts PCB Pricing Outlook Amid AI Equipment Boom

Market Focus06-09

On June 9, Han's CNC rose 3.03% in regular trading, trading at 168.5 HKD/share, with trading volume of 4.4089 million HKD.

On the news front, Middle East conflict has disrupted approximately 70% of global PPE resin supply, as factories in Saudi Arabia's Jubail Industrial Area — the world's dominant production hub — have ceased operations due to Strait of Hormuz shipping blockages since late March. According to Goldman Sachs data, PCB prices surged as much as 40% in April versus March, with supply tightening expected to strengthen PCB equipment procurement demand. Additionally, Morgan Stanley's supply chain research indicates NVIDIA's VR200 rack PCB costs have surged over 233% compared to the previous generation, elevating total PCB consumption value to approximately $117,000 per unit.

The company's six-axis CCD back-drilling machine and picosecond ultrafast laser drilling machine have passed next-generation AI server PCB mass production certification. Q1 revenue grew 103.69% year-over-year while net profit attributable to shareholders surged 176.53%, continuing to validate the high-prosperity logic of AI computing equipment demand.

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