Changes in Hong Kong stocks | Jiantao Laminated Board (01888) rose more than 3%, and the PCB boom rose sharply, and the company's high-end product layout is expected to increase profit levels

The Zhitong Finance App learned that Jiantao Laminated Board (01888) rose by more than 3%. As of press release, it had risen 3.42% to HK$9.67, with a turnover of HK$657.18,400.

According to the news, a recent research report by Guojin Securities pointed out that judging from the latest PCB industry chain data and the May industrial chain update, the overall industry sentiment showed a sharp increase over the same period last year, and the overall industry chain prosperity was judged to have “improved significantly.” According to the bank's industry chain tracking, the main reason is that household appliances, automobiles, and consumer goods began to be mass-scaled with policy subsidies, and judging from current visibility observations, it is expected that the second quarter will continue to maintain a high state of prosperity. In particular, the copper-clad plate industry is expected to achieve significant month-on-month growth in 25Q2. According to the bank, demand is accelerating the price increase cycle, and the high-end product layout of Jiantao laminated boards is expected to raise the level of profit to a new level.

Open Source Securities believes that the 2025H1 copper clad plate price increase, and the recovery in demand from national supplements supports performance. 2025H2 copper prices and the sustainability of demand still need to be tracked; in the long run, bucking the trend and expanding production into high-end copper-clad plates and materials is expected to increase AI relevance and maintain a “buy” rating.