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AI PCB Accelerates Iteration; Mid-Year Report Confirms Strong Market Momentum!
With last night’s U.S. “Small Nonfarm” data coming in significantly below expectations and the rally in international oil prices taking a breather, market concerns over a September rate hike by the Federal Reserve have eased marginally, and U.S. Treasury yields have fallen significantly from their intraday highs. It is expected that the AI hardware sector will see a broader-based recovery. With that in mind, Uncle Rui is going to talk again today about PCBs, a downstream application of electronic fabrics.
In Shenzhen’s “PCB Golden Triangle,” the total output value of enterprises above a specified scale reached 31.142 billion yuan.
A reporter’s field investigation revealed that leading companies in the area, such as Jingwang Electronics and Pengding Holdings, have full order books and are maintaining high production capacity. Several companies are accelerating their expansion projects to meet the growing demand driven by AI computing power and high-end consumer electronics.
PCB Industry Leader with a Market Value of 340 Billion Announces Share Buyback
On the evening of September 1, Dongshan Precision (183.430, -5.26, -2.79%) (002384.SZ) announced that, as of August 31, 2026, the company had repurchased a cumulative total of 255,200 shares through a dedicated securities account via centralized bidding, representing 0.01393% of the company’s current total issued share capital. The highest transaction price was 200.60 yuan per share, and the lowest was 192.20 yuan per share, with a total transaction value of 49.9948 million yuan (excluding transaction fees). This repurchase complies with the established share repurchase plan and relevant laws and regulations.
Another Major PCB Company Has Been Added to the FTSE China A50 Index
FTSE Russell is the world's second-largest index provider. Its index products cover markets in more than 70 countries and regions worldwide and serve as an important tool for investors to monitor the market, playing a crucial role in investment strategy formulation and risk management.
Leading PCB Manufacturer Sees Net Profit Rise by Over 70% in First Half; AI Computing Power Drives Both Volume and Price Growth Across the Supply Chain
On August 25, Hudian Co., Ltd., a leading domestic PCB (printed circuit board) manufacturer, released its 2026 semi-annual report. The report shows that in the first half of the year, the company achieved operating revenue of 13.689 billion yuan, a year-over-year increase of 61.17%; net profit attributable to shareholders of the listed company reached 2.923 billion yuan, up 73.72% year-over-year, compared to 1.683 billion yuan in the same period last year. Basic earnings per share were 1.519 yuan. On a quarterly basis, the company’s net profit for Q2 was 1.681 billion yuan, while net profit for Q1 was 1.242 billion yuan, representing a 35% quarter-over-quarter increase.
Leading PCB Manufacturer Releases First-Half Results
On August 25, Hudian Co., Ltd. (118.390, -2.33, -1.93%), a leading domestic PCB (printed circuit board) manufacturer, released its 2026 semi-annual report. The report shows that the company achieved operating revenue of 13.689 billion yuan in the first half of the year, a year-over-year increase of 61.17%; Net profit attributable to shareholders of the listed company reached 2.923 billion yuan, up 73.72% year-over-year from 1.683 billion yuan in the same period last year. Basic earnings per share were 1.519 yuan. On a quarterly basis, the company’s net profit for Q2 was 1.681 billion yuan, while Q1 net profit was 1.242 billion yuan, representing a 35% quarter-over-quarter increase.
Huaxingyu Electronics’ RMB 500‑million PCB Smart Factory Project Completed and Put into Production
The company has been recognized as a National High-Tech Enterprise, a Provincial Enterprise Technology Center, an Academician Expert Workstation, and a National “Little Giant” in the Specialized, Refined, Distinctive, and Innovative (SRI) sector.
[“Smart Transformation and Digital Transition” in Action] Case Study No. 31: Sichuan Huaxingyu Electronics Technology Co., Ltd.
The new digital system will be integrated with existing business systems to standardize data formats and ensure seamless data flow and business processes.
Congratulations on the seminar's great success
Warm congratulations on the resounding success of the 2025 National Symposium on the Industry-Education Integration Consortium for the Electronic Circuits Industry!
