Core Viewpoint - The company, Jiantao Laminates (01888), has announced a price increase for its copper-clad laminate products due to rising raw material costs, with increases ranging from 5% to 10% across various product lines [1] Company Summary - Jiantao Laminates' stock rose over 3% in early trading, currently up 1.42% at HKD 12.13, with a trading volume of HKD 87.6191 million [1] - The price adjustments affect all thicknesses of the company's copper-clad laminate products, with specific increases as follows: CEM-1/22F/V0/HB series by 5%, FR-4 series by 10%, and PP (prepreg) series by 10% [1] Industry Summary - According to Guoxin Securities, the transition from GPU servers to orthogonal and wireless cable architectures is making PCB (Printed Circuit Board) materials more critical in AI hardware, as they serve as the main interconnection and power supply medium [1] - The current AI cycle is characterized by a long-term property of "technology iteration driving continuous penetration," differing from the "peak-recession" nature of the 5G cycle, suggesting that AI will be the dominant growth driver in the PCB industry over the next 3 to 5 years [1]
建滔积层板早盘涨超3% 市传发布覆铜板产品涨价通知 年内厂商已多次提价