Stock Track | KINGBOARD HLDG Soars 5.20% Intraday on CCL Price Hikes, AI Demand and Analyst Upgrades

Stock Track05-08

KINGBOARD HLDG's stock price surged 5.20% during intraday trading on Friday, marking a significant upward movement for the company.

The rally comes amid a wave of price increases for copper-clad laminates (CCL) and related materials. Kingboard Group recently issued formal price hike notices, raising prices on all board materials and PP prepreg by 10%. The PCB market is experiencing surging demand, extending CCL delivery cycles from the normal 2 weeks to up to 6 weeks, indicating persistent supply-demand tightness. International suppliers including Resonac and Mitsubishi Gas Chemical have also announced CCL price increases exceeding 30%.

Analysts point to the AI infrastructure investment boom as a key driver. Citigroup has raised its profit forecasts for KINGBOARD HLDG for 2026 to 2028 by 50% to 61% and increased its target price from HK$48 to HK$65. The bank cites shortages in glass fiber, copper foil, and CCL driven by AI computing cluster construction. The AI-driven super cycle is expected to provide sustained robust demand for high-end CCL, with supply-demand tightness projected to persist through 2027 or longer.

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