PCB概念午后异动拉升 胜宏科技涨近10%

Core Viewpoint - The PCB sector is experiencing significant upward movement, with companies like Shenghong Technology and Shenzhen South Circuit achieving notable stock price increases due to anticipated demand for M9 materials in the coming years [1] Group 1: Market Performance - Shenghong Technology's stock rose nearly 10% [1] - Shenzhen South Circuit's stock increased nearly 5%, reaching a new historical high [1] - Other companies such as Fangbang Technology, Yibo Technology, Fangzheng Technology, Huadian Technology, and Shengyi Electronics also saw stock price increases [1] Group 2: Material Demand - Guojin Securities' research report indicates that Nvidia's Rubin PCB will start using M9 materials by 2026 [1] - The ongoing development of orthogonal backplanes is expected to significantly increase the demand for M9 materials [1] - Google's TPU products are also likely to adopt M9 materials, with other ASIC manufacturers expected to follow suit, leading to explosive growth in M9 material demand over the next three years [1]