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Interim reports surge, triggering a strong collective rebound in the PCB sector!
Surged by more than tenfold at its peak
Express News | The rally in PCB-related stocks widened, with more than ten constituent stocks hitting their daily trading limits.
Express News | Nearly 20 A-share listed companies disclosed new announcements on mergers and acquisitions this week; Tuojing Technology plans to acquire a controlling stake in Wuxi Shangji Semiconductor, and its shares will resume trading next Monday.
Market Leader Hits 20% Daily Limit Up; List of A-Share Companies Disclosing M&A Progress This Week
① According to incomplete statistics, a total of 18 A-share listed companies disclosed updates on mergers and acquisitions or restructuring activities this week (see attached table); ② As of Friday’s market close, Hailanxin and Guolin Technology surged by 20% (the daily trading limit for ChiNext stocks), while Shikong Technology hit the daily trading limit.
Guosen Securities: Appliance consumption is expected to emerge from its darkest period; actively monitor technological transformation.
Following the bottoming out of industry fundamentals, leading home appliance companies are poised for a dual recovery in both fundamental outlook and valuation.
CITIC Securities: Surging AI PCB demand and clear trend toward high-end upgrades open new opportunities for equipment and consumables
AI server architectures are shifting from CPU-based platforms to GPU/ASIC clusters.