生益科技：PCB 工厂调研：AI 用覆铜板涨价，M9 机型迁移带动需求稳健

6 February 2026 | 6:39AM HKT Equity Research Shengyi Tech (600183.SS): PCB Factory Tour: AI CCL price increase; Solid demand along with M9 migrations We hosted Shengyi Tech's management and visited its Dongguan factory during our China PCB Tour on Jan 28. Key discussions were on CCL pricing trend, raw material cost increase and demand outlook. Overall, management expect full UT rate for the whole year, with solid orders at hand. With the faster-than-expected raw material price increase, the company raised p ...