Group 1 - Dazhu CNC (301200) shares increased by over 7%, currently up 7.58% at HKD 127.8, with a trading volume of HKD 130 million [1] - Dongwu Securities reported that starting from Q4 2024, increased capital expenditure from PCB manufacturers will drive performance for equipment manufacturers [1] - The M9Q fabric solution is expected to boost demand for ultrafast laser drilling, which has advantages over CO2 laser drilling in material compatibility and precision for high melting point materials [1] Group 2 - Citigroup initiated a "Buy" rating for Dazhu CNC with a target price of HKD 142, noting that the stock is trading at a 36% discount compared to the average price of A-shares over the past month, making the risk-reward profile more attractive [1] - The company is recognized as a leading manufacturer of PCB drilling equipment in China, benefiting from strong demand growth from AI PCB manufacturers like Shenghong Technology (300476) [1]
大族数控涨超7% M9 Q布方案带来超快激光钻需求 公司受惠AI PCB制造商需求强劲增长