Kingboard Hldg (00148) rose more than 3%, as of press time, it rose 3.01%, to HKD 20.15, with a turnover of HKD 11.789 million.
According to the Zhongtong Finance APP, Kingboard Hldg (00148) rose more than 3%, as of press time, it rose 3.01%, to HKD 20.15, with a turnover of HKD 11.789 million.
Recently, well-known analyst Guo Mingji's latest survey pointed out that the mid-to-low-end (below M4) CCL (copper-clad laminate) products have generally increased in price, with an average increase of about 10%; There is no sign of a price increase for high-end CCL above M4. In the past year or so, the demand for AI servers has surged, prompting CCL manufacturers to upgrade their production lines to meet the demand for high-spec products, indirectly suppressing the capacity of products below M4, and reducing their supply.
Guo Mingji believes that one of the reasons for the price increase of this round of CCL is the price increase of upstream raw materials. After the price increase, the cost of raw materials can be completely passed on to customers, and the profit is expected to increase significantly. The profit ability of the CCL industry and the stock price changes of core companies are related to the trend of major raw materials such as copper and glass fiber. Brokerages expect that CCL prices and profitability levels are expected to continue to recover.