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Changes in Hong Kong stocks | Jiantao Laminate (01888) rose by more than 12%, raw material prices increased, combined with a recovery in demand, the industry's profit level is expected to continue to recover
Jiantao Laminate (01888) rose by more than 12%. As of press release, it rose 11.66% to HK$6.61, with a turnover of HK$116 million.
Hong Kong Stock Concept Tracking | AI PCB Market Size Continues to Grow, Leading Companies or Profit Improvements (with concept stocks)
China Merchants Securities believes that the conditions for CCL to begin an upward cycle of price increases this year are significantly better than last year. Currently, Jiantao Laminate and Meizhou Willy Bang have all issued price increase letters. Judging from the magnitude of the price increase, it is expected that the profit level of the CCL process will gradually improve in the short term.
China Merchants Securities: PCB manufacturers increasing raw material inventory preparations are expected to drive the CCL industry into an upward channel of price increases
The Zhitong Finance App learned that China Merchants Securities released a research report saying that since the beginning of the year, downstream demand has continued to pick up, PCB operating rates have generally improved, while upstream main material prices have continued to rise. Some manufacturers in the CCL industry have already raised prices for the first time in March-April. Recently, upstream copper prices have risen sharply, and copper foil processing fees are also on the rise. Electronic glass fiber cloth manufacturers have restoratively raised product prices, and midstream copper clad plate (CCL) manufacturers have also begun issuing downstream price increase notices to ease cost pressure. Currently, downstream demand is picking up and the upward trend in upstream commodity prices remains unchanged. PCB manufacturers are expected to increase raw material inventory preparations, all of which are expected to drive CCL
Bureau of Statistics: Profits of industrial enterprises above the national scale increased by 4.3% from January to March 2024
According to data released by the National Bureau of Statistics, from January to March, industrial enterprises above the national scale achieved a total profit of 1505.53 billion yuan, an increase of 4.3% over the previous year; of these, private enterprises achieved a total profit of 367.97 billion yuan, an increase of 5.8%.
Dongguan Securities: Upward upstream and downstream prosperity drives copper-clad plate companies to start a new cycle of price increases
Recently, the price of raw materials has risen further. As of April 22, LME copper had reached 9,814 US dollars/ton, up more than 16% from the beginning of the year. At the same time, companies such as China Jushi also further raised the price of glass fiber.
建滔積層板:2023 年報
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