As the disclosure of the 2026 three-quarter report comes to an end, the fragmented nature of the PCB industry has been further highlighted. According to statistics from Choice Financial Terminal, out of 213 companies in the PCB sector, 145 performed well; of these, 126 had a year-on-year increase in net profit, 12 reversed losses, and 7 reduced losses; 68 companies were under pressure, and the structural characteristics of the industry were remarkable. Any Jiyong, deputy secretary general of the Heilongjiang Securities Economics Research Association and head of the Yanji Space Intelligent People's Livelihood Research Center, said in an interview with reporters that unlike the lackluster restoration of the PCB sector of consumer electronics and traditional industrial equipment, demand for high-end PCBs supporting AI servers and high-speed switches has continued to be released since this year, driving related companies' profits to grow, and the industry is gradually entering a structured market channel. In this context, listed companies in the industrial chain avoid low-end production capacity and actively lay out PCB production capacity in the field of high-end computing power.

As the disclosure of the 2026 three-quarter report comes to an end, the fragmented nature of the PCB industry has been further highlighted. According to statistics from Choice Financial Terminal, out of 213 companies in the PCB sector, 145 performed well; of these, 126 had a year-on-year increase in net profit, 12 reversed losses, and 7 reduced losses; 68 companies were under pressure, and the structural characteristics of the industry were remarkable. Any Jiyong, deputy secretary general of the Heilongjiang Securities Economics Research Association and head of the Yanji Space Intelligent People's Livelihood Research Center, said in an interview with reporters that unlike the lackluster restoration of the PCB sector of consumer electronics and traditional industrial equipment, demand for high-end PCBs supporting AI servers and high-speed switches has continued to be released since this year, driving related companies' profits to grow, and the industry is gradually entering a structured market channel. In this context, listed companies in the industrial chain avoid low-end production capacity and actively lay out PCB production capacity in the field of high-end computing power.