生益科技- 董事长调研：人工智能推动覆铜板（CCL）规格升级；高端覆铜板研发将强化竞争优势

19 March 2026 | 5:52PM HKT Equity Research Shengyi Tech (600183.SS): Chairman visit: AI drives CCL specification upgrade; High-end CCL development to enhance competition edges We visited Shengyi Technology Chairman and senior management in Dongguan on Mar 18. Key discussions focused on (1) CCL progress; (2) material supply; and (3) CCL capacity expansion. Overall, management is positive on the rising AI demand to drive CCL specification upgrade, along with its comprehensive end markets exposure to sustain l ...