Jin Rong Jie·2026-02-25 10:04Core Viewpoint - The PCB (Printed Circuit Board) sector in the A-share market has become a focal point, with significant price increases across the entire industry chain, indicating strong capital inflow and investor interest. Group 1: Company Highlights - Mingyang Circuit (300739.SZ): Latest stock price is 29.30 CNY, with a daily increase of +17.06%. The company focuses on small-batch PCB research and production, covering HDI boards, thick copper boards, and high-frequency boards, widely used in various sectors including industrial control and AI [1]. - Dingtai High-Tech (301377.SZ): Latest stock price is 212.50 CNY, with a daily increase of +11.75%. It is a global leader in PCB drilling needles, providing specialized consumables for PCB processing and serving major clients like Shenzhen South Circuit [2]. - Zhongfu Circuit (300814.SZ): Latest stock price is 91.00 CNY, with a daily increase of +11.42%. The company offers high-reliability, customized PCB products, focusing on communication and automotive electronics [3]. - Jiuri New Materials (688199.SH): Latest stock price is 30.85 CNY, with a daily increase of +11.37%. It is the largest domestic supplier of photoinitiators, essential for PCB ink, aiding in the PCB photolithography process [4]. - Delong Laser (688170.SH): Latest stock price is 50.80 CNY, with a daily increase of +9.58%. The company provides laser precision micro-processing equipment for PCB and FPC applications [5]. Group 2: Additional Company Insights - Nord Shares (600110.SH): Latest stock price is 8.17 CNY, with a daily increase of +9.96%. The company specializes in the research, production, and sales of electrolytic copper foil, crucial for the PCB industry [6]. - Zhongtung High-Tech (000657.SZ): Latest stock price is 58.83 CNY, with a daily increase of +10.00%. Its subsidiary is a leader in PCB micro-drilling, with advanced technology and leading production capacity [8]. - Dongcai Technology (601208.SH): Latest stock price is 31.74 CNY, with a daily increase of +10.02%. The company focuses on electronic-grade resin materials, essential for high-frequency PCBs, supplying major clients like NVIDIA and Huawei [9]. - Shenghong Technology (300476.SZ): Latest stock price is 292.58 CNY, with a daily increase of +9.31%. It is among the top PCB manufacturers in China, specializing in high-precision multi-layer and HDI boards [10]. - Changhai Shares (300196.SZ): Latest stock price is 22.10 CNY, with a daily increase of +9.03%. The company produces PCB electronic felt, a key material for CEM-3 copper-clad laminates [11]. - Hongchang Electronics (603002.SH): Latest stock price is 11.54 CNY, with a daily increase of +8.97%. It is a leading company in electronic-grade epoxy resin, providing essential materials for PCB production [12]. - Copper Crown Copper Foil (301217.SZ): Latest stock price is 48.82 CNY, with a daily increase of +8.61%. The company is a leader in high-performance electronic copper foil, with significant production capacity [13]. - Sanfu New Technology (688359.SH): Latest stock price is 84.30 CNY, with a daily increase of +8.02%. The company focuses on PCB surface treatment technologies, serving major PCB manufacturers [14]. - Dazhu Laser (002008.SZ): Latest stock price is 63.38 CNY, with a daily increase of +7.73%. The company provides comprehensive solutions for PCB manufacturing equipment [15].