VGT(SZ:300476) Ge Long Hui A P P·2025-09-05 03:02Core Viewpoint - Shenghong Technology (300476.SZ) has seen a significant stock price increase of over 11%, reaching 274.15 yuan, following the announcement of its leading market position in the AI computing PCB sector [1] Group 1: Market Position and Product Offerings - The company holds a leading global market share in the AI computing PCB field, with core applications including AI computing cards, computing servers, server cabinets, data center switches, and general substrates [1] - Shenghong Technology has the capability for mass production of high-precision circuit boards with over 70 layers, making it one of the first companies to achieve large-scale production of 6-stage 24-layer AI computing data center products [1] - The company also possesses advanced technology capabilities, including 8-stage 28-layer HDI and 16-layer Any-layer HDI technology [1] Group 2: Research and Development - Currently, Shenghong Technology is actively advancing the research and certification of 10-stage 30-layer HDI technology [1] - The company has the technical capability for over 100-layer high-multilayer PCB production [1]