Group 1 - The core viewpoint of the article highlights that Dazhu CNC (03200) has seen a significant increase in stock price, rising over 6% to 128.6 HKD, with a trading volume of 163 million HKD, indicating strong market interest [1] - First Shanghai points out that the AI computing power infrastructure is being strengthened, presenting development opportunities for global PCB equipment leaders. The company is seizing industry growth opportunities, particularly in the AI PCB product segment [1] - The company has a notable competitive advantage with its ultra-fast laser drilling machines, which are essential for the M9 and Q fabric materials used in double-sided HDI boards. Collaborations with mainstream downstream manufacturers are underway, with some validation processes progressing rapidly [1] Group 2 - Dongguan Securities indicates that the PCB industry chain is expected to maintain high prosperity. The industry is projected to achieve rapid growth in 2025, driven by sustained demand for AI computing power and the upgrade of PCBs towards high-performance and high-density products [1] - The demand for high-value products such as high-layer boards and advanced HDI is increasing, which in turn is boosting growth in high-end copper-clad materials, drilling consumables, and equipment segments [1]
港股异动 | 大族数控(03200)涨超6% 全球AI算力基建加码 PCB产业链高景气有望持续