Summary · why it matters
On the morning of August 6, the PCB concept sector surged in intraday trading. Kinwong Electronic shot up to its daily limit, with its share price at 86.32 yuan per share and a latest market capitalization of 86.4 billion yuan. Victory Giant Technology approached its daily limit, Kingsignal Technology hit the 20 percent daily limit, and Founder Technology, Jiangnan New Material, Huazheng New Material, Bojay Electronics, and Baoding Technology all hit their daily limits. W-Howe rose nearly 13 percent. On the news front, Rubin AI servers have reached the starting point of large-scale shipments, with the first batch of cabinets already deployed in OpenAI and Google data centers. Delivery is expected to be completed by the end of December, and full-cabinet shipments could reach 8,000 units in 2026. Relevant research institutions indicate that with the rapid development of artificial intelligence technology, the construction of AI servers and computing power infrastructure is accelerating. Demand for high-end products such as high-multilayer boards, high-order HDI, and high-speed high-frequency PCBs continues to rise, driving strong performance growth for companies in the PCB industry chain.
Baoding Heavy Industry Co Ltd
Zhuhai Bojay Electronics Co Ltd
Victory Giant Technology Huizhou Co Ltd
Guangdong Kingshine Electronic Tech
Founder Technology Group Co Ltd
Jiangxi Jiangnan New Material
Zhejiang Huazheng New Material
Shenzhen Kinwong Electronic Co Ltd