On June 15, Kingboard Holdings rose 4.37% in regular trading, trading at 89.45 HKD/share, with turnover of HKD 416 million, as the PCB sector continued its strong momentum.
On the news front, multiple catalysts remain in play. According to reports, 13 PCB manufacturers have announced capacity expansions year-to-date with total investment exceeding RMB 60 billion. Citigroup noted that major CCL (copper clad laminate) producers capacity growth stands at just over 20%, significantly lagging downstream PCB expansion speed, suggesting supply-demand tightness may intensify further as AI demand ramps up in Q3. Meanwhile, the Middle East conflict-driven shutdown of PPE resin factories in Saudi Arabias Jubail Industrial Area continues to threaten approximately 70% of global high-end PCB core material supply. Subsidiary Kingboard Laminates has completed multiple rounds of price hikes this year and rose 6.71% today, reflecting continued sector linkage effects.
(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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