Sytech(SH:600183) Ge Long Hui·2025-12-24 05:20Core Viewpoint - The A-share market's PCB concept stocks experienced a significant rally, with Shengyi Technology nearing a trading limit and reaching a historical high, alongside gains in other companies such as Nanya New Material, Jingwang Electronics, Huazheng New Material, and Shengyi Electronics [1] Group 1: Market Performance - Shengyi Technology approached the trading limit and achieved a historical high [1] - Other companies in the PCB sector, including Nanya New Material, Jingwang Electronics, Huazheng New Material, and Shengyi Electronics, also saw price increases [1] Group 2: Product Launch and Projections - NVIDIA's GB300 series servers began small-scale shipments by the end of this year, with expectations for large-scale production in the first half of next year [1] - Analysts predict that the total shipment of GB300 cabinets for the next year could reach 55,000 units, representing a 129% year-on-year growth [1] - The next-generation Vera Rubin 200 platform is expected to start shipping in the fourth quarter of next year [1]