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.
RANK_REASON Significant stock market surge in a key tech component sector driven by new hardware releases. [lever_c_demoted from significant: ic=1 ai=0.7]
- CITIC Securities
- Kexiang Co., Ltd.
- National Securities PCB Theme Index
- Nvidia Rubin Gpu
- printed circuit board
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