Zheng Quan Ri Bao Wang·2025-07-06 12:49Group 1 - The PCB industry is experiencing active investments, with companies like Shiyun Circuit and Shenghong Technology making strategic moves to enhance their competitive advantages [1][2] - Shiyun Circuit plans to acquire 7.759 million shares of Lail Technology for a total price of 153 million yuan, representing 5% of Lail Technology's total equity, to promote strategic cooperation in various high-tech fields [1] - Shenghong Technology is increasing its investment in its Thai subsidiary by 250 million USD to optimize capacity layout and enhance supply chain stability, which is expected to positively impact its main business [2] Group 2 - Pengding Holdings is also actively investing, with a projected capital expenditure of 5 billion yuan for 2025, focusing on high-end HDI and advanced SLP manufacturing projects, digital transformation, and production capacity expansion [3] - The PCB industry in China has become a global production center, showing rapid development, especially in high-value products, with increasing competitive advantages for domestic companies [3] - The investments in the PCB sector are aimed at vertical and horizontal expansion of the industry chain, allowing companies to better seize new opportunities brought by technological advancements like AI [3]