生益科技：CCL 工厂调研；AI 与数据中心需求带动增长

29 November 2025 | 12:30AM HKT Equity Research GC Tech: Shengyi (600183.SS): CCL factory visit; AI / data center drives demand ahead We recently visited Shengyi Technology's (600183.SS, Not Covered) copper clad laminate (CCL) factory in Dongguan and talked to management. Shengyi offers CCL and is expanding from consumer electronics / automotive to the data center market. Key discussions focused on (1) 2026 volume / pricing outlook; (2) CCL capacity expansion; (3) raw material supply; and (4) data center bus ...