New Energy Vehicles Lead The PCB Industry To Develop Positively

According to the latest reports, due to the strong demand for AI and new energy vehicles, the prosperity of the PCB (printed circuit board) industry is improving.
PCB industry prosperity improves Recently, the PCB sector has continued to be active, and many stocks such as Concord Electronics and Kexiang Shares have risen significantly. 
Shanghai Securities News reporters surveyed many companies in the industry and learned that driven by factors such as the price increase of upstream raw materials (including copper wire, plates, metals, etc.), strong demand for AI and new energy vehicles, current PCB manufacturers generally have full orders, and many companies have raised the prices of related products.

Strong demand for AI and new energy vehicles
The industry believes that consumer electronics has recovered moderately, the demand for new energy vehicles continues, and the demand for related PCBs such as AI servers and AI optical modules continues to be strong. It is expected that market demand will remain hot in the second half of the year, and the capacity utilization rate of related PCB manufacturers is high, and investment opportunities are worthy of attention.
PCB raw material prices rise
The direct raw material cost accounts for more than half of the PCB, of which copper clad laminate materials account for more than 30%, copper foil accounts for about 9%, steel balls account for about 6%, and gold salt inks account for about 3%. Due to the continuous surge in copper prices this year and the recovery of electronic glass fiber prices, copper foil substrates (CCL) have started to increase in price continuously since March, with each substrate increasing by 5 to 10 yuan.

Market demand expectations for the second half of the year
It is expected that market demand will remain hot in the second half of the year, and the capacity utilization rate of related PCB manufacturers will be high, and investment opportunities are worth paying attention to. AI and new energy vehicles have driven the recovery of the PCB industry. We have raised the prices of our products. Most companies in the industry have hot orders and full capacity. Someone in the PCB industry told reporters that some factories can now pick and choose orders.
In summary, due to the strong demand for AI and new energy vehicles, as well as the impact of rising raw material prices, the prosperity of the PCB industry is improving. It is expected that market demand will continue to be hot in the second half of the year, and the capacity utilization rate of related PCB manufacturers will be very high, providing investors with good investment opportunities.