Huazheng New Materials hits 5 daily limit-ups in 10 days as PCB price hike wave lifts concept stocks

Price Action

โดย 中国基金报·

Summary · why it matters

On the morning of August 17, PCB concept stocks remained strong. Huazheng New Materials hit the daily limit-up again, marking its fifth limit-up in ten trading days, closing at 184.31 yuan per share with a latest total market value of 28.9 billion yuan. Gongjin Electronics and Hongchang Electronics also hit daily limit-ups. Debang Technology rose more than 12 percent, TZTEK Technology rose more than 11 percent, and Dongshan Precision rose more than 2 percent. In terms of news, Nan Ya Plastics' electronic materials division announced that prices for copper clad laminates and prepreg will increase by 20 to 25 percent, effective from September 1, 2026. A research note from CITIC Securities said that PCB companies with high AI revenue exposure continue to deliver strong earnings growth, while the CCL segment is seeing profitability accelerate due to price hikes, and the brokerage remains positive on the sector's investment opportunities ahead. The semiconductor sector was also active, with Changxin Technology rising nearly 5 percent, Skyverse Technology rising more than 6 percent, MetaX rising more than 4 percent, and Grinm Advanced Materials hitting the daily limit-up.