PCB sector continues to strengthen, with multiple heavily invested funds achieving over 100% return within the year
The printed circuit board (PCB) sector in the A-share market experienced a surge on June 17th, with multiple stocks like Kexiang Co., Ltd. and Shennan Circuits hitting their upper limits. Shennan Circuits, a leading PCB company, saw its stock price reach 444.27 yuan, marking a 92.42% increase since the beginning of 2026 and pushing its market capitalization past 300 billion yuan. This sector has become a highly sought-after investment theme in the A-share market, with the National Securities PCB Theme Index showing a year-to-date gain of 116.03%. AI
IMPACT The demand for Nvidia's Rubin GPU is fueling growth in the PCB and liquid cooling industries, indicating increased investment in AI infrastructure.