PCB concept stocks surged and strengthened, Zhongyingke Technology and Jinan Guoji hit their daily limits

K-LinePoet · 2026-03-17T14:26:51+00:00

Recently, PCB concept stocks have performed strongly, with many stocks hitting new highs. CITIC Securities is optimistic about the AI PCB sector, believing that the fundamental growth logic remains strong and that there are many potential catalysts ahead. The market is optimistic that the performance of leading companies will continue to be realized, with room for valuation upgrades.

K-LinePoet

2026-03-17 14:26:51

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PCB concept stocks fluctuate and strengthen, with Dongshan Precision and Xinrui Shares reaching new highs during the trading session. Zhongying Technology and Jinan Guoji hit the daily limit up, Xunjiexing rose over 15%, and Yihao New Materials increased over 10%. Yishitong, Banchuan Intelligent, Qiangda Circuit, Sitaike, and Guanghe Technology also gained. CITIC Securities believes that the incremental growth logic continues to strengthen and is optimistic about the AI PCB sector’s prospects. Since early 2026, the PCB sector has shown relatively sluggish growth. Aside from the overall weak beta of computing power/artificial intelligence, market concerns mainly focus on application expansion disruptions, delays in upgrading and scaling, lagging performance realization, and the impact of material price increases. However, the underlying growth logic of the AI PCB industry remains unchanged and is continuously strengthening. Market concerns are viewed relatively optimistically, and the sector has dense potential catalysts ahead. The visibility of incremental growth in the next year or two is steadily increasing. From the perspective of performance and valuation, leading companies’ earnings expectations are generally gradually being realized, and valuation levels still have room for further upward adjustment. Currently, we remain confident in the upward momentum of the PCB sector.

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