PCB概念走强，创业板指数半日上涨1.13%

Market Overview - A-shares experienced a rebound on July 17, with the ChiNext Index rising over 1%, while the Shanghai Composite Index increased by 0.09% to 3506.94 points, and the Shenzhen Component Index rose by 0.87% [1] - The total trading volume in A-shares reached 910.99 billion yuan for the half-day session [1] Monetary Policy - The People's Bank of China conducted a 7-day reverse repurchase operation of 450.5 billion yuan at a fixed rate of 1.4%, with the same amount being bid and awarded [1] Sector Performance - The computing power industry chain saw a resurgence, with CPO and PCB sectors leading the gains, while the innovative drug concept continued to show strength [3] - The CPO concept rose by 2.68%, and the PCB concept increased by 2.51%, among other sectors showing positive performance [4] AI-PCB Sector - The AI-PCB sector is experiencing strong demand, with multiple companies reporting robust orders and full production capacity, indicating high growth potential for Q2 and Q3 [5] - Domestic copper-clad laminate leaders are expected to benefit from the slow expansion of overseas AI copper-clad laminate production [5] Company Insights - Shengyi Electronics is accelerating the expansion of its domestic AI computing power high-layer and HDI capacity, while steadily advancing its expansion in Thailand, which may enhance its market share in the ASIC supply chain and high-speed switch market [6] - Benkwang Intelligent follows a "modular" development strategy, focusing on niche markets and high-quality development, with proprietary technologies for various PCB products [7] - Dongshan Precision aims to leverage the technology and industry advantages of Solstice Optoelectronics to quickly enter the optical communication market, enhancing its competitiveness in the global electronics industry [8] - Guohe Technology is actively seizing market opportunities by expanding its computing power product market and driving product structure optimization through technological innovation [9]