Core Viewpoint - The PCB sector is experiencing significant growth, driven by the demand for high-frequency and high-speed resin materials in AI servers, with companies like Honghe Technology and Helitai reaching historical highs in stock prices [1] Group 1: Market Performance - Honghe Technology and Helitai both hit the daily limit up, while Guangxin Materials increased by over 12% [1] - The overall PCB concept is gaining strength in the market [1] Group 2: Industry Analysis - CITIC Securities reports that AI servers require high-speed data transmission with low loss, necessitating superior performance in high-frequency and high-speed resin materials [1] - The market for high-frequency and high-speed resin used in servers is projected to reach 2.28 billion yuan by 2026, with a compound annual growth rate (CAGR) of 85% from 2024 to 2026, indicating significant demand growth [1] Group 3: Investment Recommendations - Companies actively involved in the development of PCB high-frequency and high-speed resin materials in the computing power sector are recommended for investment consideration [1]

人民财讯8月21日电，中信证券研报认为，在下游新兴领域需求驱动，高端材料技术进步以及渗透率提 升的背景下，改性塑料行业迎来景气上行。围绕需求放量和产品升级两条主线，建议关注改性塑料三大 投资方向：一、积极布局PEEK材料拓展机器人领域的龙头公司；二、算力基材方向，建议关注积极布 局PCB高频高速树脂材料的公司；三、新技术方向，建议关注受益于汽车材料技术进步带来增量空间的 公司。 ...

中信证券表示，在下游新兴领域需求驱动，高端材料技术进步以及渗透率提升的背景下，改性塑料行业 迎来景气上行。围绕需求放量和产品升级两条主线，我们建议关注改性塑料三大投资方向：一、积极布 局PEEK材料拓展机器人领域的龙头公司；二、算力基材方向，建议关注积极布局PCB高频高速树脂材 料的公司；三、新技术方向，建议关注受益于汽车材料技术进步带来增量空间的公司。 ...