沪指，今年以来新高！600744，6分钟涨停

Core Viewpoint - The article highlights the recent performance of the Shanghai Composite Index, which reached a new high for the year, driven by strong performances in various sectors, particularly in the power and PCB industries. Group 1: Market Performance - The Shanghai Composite Index hit a new high of 3477.1 points, marking a 0.41% increase by the morning close [2][3] - The power sector showed significant strength, with stocks like Huayin Power reaching a limit-up, marking its fourth consecutive day of gains [12][14] - The PCB sector gained attention, with several stocks hitting historical highs, indicating a growing market interest [6] Group 2: PCB Industry Insights - The PCB industry is experiencing rapid growth, driven by demand from AI and high-speed networking, with projections indicating a market space growth to 490 billion yuan for cloud AI server PCBs by 2026 [8][10] - PCB manufacturers are operating at high capacity utilization rates of 90%-95%, with an expected acceleration in production expansion starting in the second half of 2024 [9] - The demand for high-end PCBs is expected to increase significantly, with global output value growth rates projected at 41.7% for high-end multilayer boards and 10.4% for HDI boards by 2025 [10] Group 3: Power Sector Developments - The power sector is benefiting from increased electricity demand during the summer peak, with expectations of a 10 million kilowatt increase in maximum load compared to the previous year [14] - Huayin Power announced an expected net profit increase of 175 million to 215 million yuan for the first half of 2025, attributed to increased power generation and reduced fuel costs [14] - Investment opportunities in the power sector are suggested to focus on regional leaders with strong asset quality, stable dividend-paying companies, and firms with robust cash flow [15]