The broader market fell slightly during the day, the trading volume continued to shrink, and the overall pattern was still the stock game. The short-term probability is still around 3200 around 50 points to do oscillation movement, so the current market continuity is still relatively general, more suitable for low-suction operations.
Plate here, yesterday's strong rare resources did not appear effective premium today, this is also the current market common disease, continuity is relatively general, once the rise is relatively high, it is easy to directly extinguish the fire on the second day of the climax.
On the other hand, the core mainline artificial intelligence, some of the stabilized ones have begun to rebound, because today there is a world artificial intelligence conference.
Today's better go belongs to the upstream hardware - PCB backplanes, memory chips and optical modules. The upstream hardware repeatedly prompts many times, which is the highest certainty of performance, so as long as the adjustment is in place, the idea of the band can be repeatedly operated. Among the above lines, there has not yet been a collective explosive acceleration, so there are still many low-level stocks that can be considered for low suction ambush.
In addition, today's driverless also has a certain repair, but the overall plate is higher, pay attention to chasing high risks.
01 AI computing power
Downstream application scenarios are broad, and AI+ computing power has promoted the recovery of the PCB industry. As the basic industry of electronic information, PCB has a wide range of downstream applications, and has a wide range of applications in scenarios such as communications, consumer electronics, automotive electronics, industrial control medical and aerospace. With the release of ChatGPT iOS mobile applications, major technology companies have accelerated the landing of AI large-model applications. As the infrastructure of computing power, AI server will usher in the simultaneous improvement of technical capabilities and demand, and the value of AI server PCB will also increase significantly, which is 5-6 times that of ordinary server PCB. It is recommended to pay attention to the track and technical card slots, first of all, from the perspective of track selection, AI server PCB will drive the rapid increase in demand for high-layer boards and high-density boards; At the same time, as the penetration rate of new energy vehicles continues to increase, PCB demand in the automotive field will also maintain steady growth. From the perspective of technical card slots, we continue to be optimistic about IC carrier boards, HDI carrier boards and other sectors. It is recommended to pay attention to domestic players with production capacity and technical layout such as Shennan Circuit and Hudian Co., Ltd.
The cost of raw materials has stabilized and fallen, and the release of superimposed production capacity has helped PCB manufacturers improve their performance. As an important part of PCB raw materials, copper has a great impact on product costs. Since April 2023, the world copper price has gradually stabilized and fallen, with the gradual stabilization of raw material prices, the release of production capacity of major manufacturers has accelerated, and the demand for downstream application scenarios has increased, which will help domestic PCB manufacturers continue to improve their performance.
Related companies:
1. Shenghong Technology: Shenghong Technology specializes in the research and development, production and sales of high-precision, HDI PCB printed circuit boards, which are widely used in computers, aerospace, automotive electronics, communications, consumer electronics, industrial control, medical instruments and other fields, and has established long-term and stable cooperative relations with more than 160 top enterprises in the world. Shenghong Technology is one of the top 100 printed circuit board manufacturing enterprises in the world, the vice chairman unit of China Printed Circuit Industry Association, and one of the formulating units of industry standards, ranking at the forefront of the "China PCB Enterprise Ranking".
2. Hudian Co., Ltd.: The company is one of the largest and most technically powerful PCB manufacturers in China, with a production capacity of 1.6 million square meters of printed circuit boards.
3. Shengyi Technology: The company is the world's second largest rigid copper clad laminate manufacturer, with a global market share of more than 10%. Through years of continuous R&D investment and technology accumulation, the company has an industry-leading technical level in the field of PCB products, which has been recognized by well-known customers at home and abroad, and its brand influence is remarkable.
4. Kinwong Electronics: The company is committed to becoming the world's most reliable electronic circuit manufacturer. The company focuses on the printed circuit board industry, mainly engaged in the research and development, production and sales of printed circuit boards, is one of the few domestic product types covering rigid circuit board (RPCB), flexible circuit board (FPC, including SMT) and metal base circuit board (MPCB) manufacturers, can provide global customers with a variety of product choices and one-stop service.
(Special note: The data and information in the article come from the company's financial reports, securities research reports, industry reports, corporate official websites, Baidu Encyclopedia and other public information, this report strives to be objective and fair in content and opinions, but does not guarantee its accuracy, completeness, timeliness, etc.) The information or opinions in the article do not constitute any investment advice, investors are responsible for any discretionary investment behavior, and I am not responsible for any direct or indirect losses caused by the use of the content of this article. ）
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