Zheng Quan Ri Bao Wang·2025-08-29 13:17Core Insights - The PCB industry in the A-share market has shown significant growth, with 40 out of 43 listed companies reporting a combined net profit increase of 66.99% year-on-year [1] - The strong performance is attributed to high demand for PCBs in artificial intelligence servers and data centers, with leading companies leveraging technological innovation to capture high-end market opportunities [1][2] Group 1: Company Performance - Shenghong Technology reported the highest net profit of 2.143 billion yuan, with a staggering year-on-year growth of 366.89% [1][2] - Huada Technology (Hush Electronic) achieved a net profit of 1.683 billion yuan, marking a year-on-year increase of approximately 47.50% [2] - Other notable companies include Guangdong Shengyi Technology with a net profit of 1.426 billion yuan (up 52.08%), Shenzhen Deep South Circuit with 1.360 billion yuan (up 37.75%), and Pegatron with 1.233 billion yuan (up 57.22%) [2] Group 2: R&D Investment - Leading companies in the PCB sector have significantly increased their R&D investments, with Shenghong Technology investing 353 million yuan, a year-on-year increase of 78.46% [3] - Huada Technology invested approximately 482 million yuan in R&D, reflecting a year-on-year growth of 31.36% [3] - The rapid development of emerging technologies like artificial intelligence is driving the need for higher performance PCB products, prompting companies to enhance their R&D efforts to maintain competitive advantages [3]