High-end Printed Circuit Board Gap Between Supply And Demand To Expand; Many PCB Companies Included in The Blockbuster List

01.According to DIGITIMES, recently used in server and data center of the high-end PCB demand, especially ABF loading board (FC - BGA) out of stock situation is more serious, samsung motor, greatness electronic PCB industry invest high-end PCB, total more than the trillions of won.

The ABF loading board is actually a kind of IC loading board, is mainly used for CPU, GPU, FPGA, ASIC high operation performance of CC, with the advent of the era of 5 g, the network chip makers also started using ABF mass loading board material, is used in the production of the router, base station, etc. ABF loading board, as it were, demand is surging.Due to weak demand over the years, the ABF load plate maker has not increased investment to expand production capacity, in the case of sudden spikes in demand, hard to avoid in the status of the imbalance between supply and demand. Citigroup analysts predict that by 2024, the supply of ABF loading board will with compound annual growth rate of 16% growth, but demand growth rate is 18% - 19%.

Due to weak demand over the years, the ABF load plate maker has not increased investment to expand production capacity, in the case of sudden spikes in demand, hard to avoid in the status of the imbalance between supply and demand. Citigroup analysts predict that by 2024, the supply of ABF loading board will with compound annual growth rate of 16% growth, but demand growth rate is 18% - 19%.

In addition to IC loading board, the whole PCB plate also ushered in the short-term economic recovery. The boom of changjiang securities that industry is expected to be in a sustained recovery, on the one hand is the ease of iron core status, benefit from the industry downstream intelligent terminal to effectively release shipment requirements, on the other hand is 5 g shipment base station, the server of the new infrastructure to promote growth. In raw material prices, the copper, glass fiber cloth the key raw materials such as epoxy resin price is expected to gradually into a stable or downward path, even if the raw material prices, still have some PCB companies downstream conduction bargaining power. (data)

02.On November 15, shenzhen baoan district bureau of industry and information technology issued the library enterprise of baoan district six categories list in 2021. Notice shows that high quality in order to further promote the baoan district economy development, encourage baoan district enterprise for its own development orientation, enhance comprehensive strength, competitive advantage, continue to become bigger and stronger, is now released 2021 annual output value of baoan district, the added value tax, business services, exports, and innovation enterprise of six categories list.

Among them, peng ding holdings, JingWang electronic, shenzhen chung, Ming Yang road, competitive China electronics, dextrys curvet, sumitomo electric, and other enterprises.

03.Announcement on November 16, Ming Yang road, the company recently received a wholly owned subsidiary of jiujiang Ming Yang road technology co., LTD. Some of the cash dividend of RMB 10 million yuan.Subsequent company received jiujiang MingYang remaining share out bonus of RMB 20 million yuan, will be timely information disclosure obligations. (goods association).

04.On November 15, sihui foster (300852 SZ) for the research, said the company has Japan department mainly car plate EMS manufacturer has established extensive cooperation, gradually from vehicular communication system, car interior decoration system, lighting system and so on ordinary car PCB To high value-added body control safety system, power engine control system, and other important security product development, such as steering control system (EPS) has been mass production. Also applied to the new energy vehicles of laser radar products have also been through customer recognition, access to the small batch production orders. (long)

05.Recently, the national support xiamen "specialization, the new" small and medium-sized enterprises in the development of high quality 51.15 million yuan money already in place. Xiamen, debao electronic technology co., LTD., get the benefits!

In June 2019, the state ministry of industry and identified the first batch of specialization, the new "little giant" enterprises, debao was jimei - listed companies. And thanks to enterprises to select their own niche, the small products perfectly.

Xiamen debao electronic technology co., LTD., is specialized in all kinds of metal base printed circuit board development and production of high-tech enterprises, the annual output value 200 million yuan, the quantity of 150000 square meters, in the field of LED lighting aluminum PCB for many years to occupy half of the province market.

In recent years, regardless of the outside world situation changes, debao doesn't change his mind, always focusing on the metal base printed circuit board, LED industry in 2015 developed with independent intellectual property rights and the good performance of high thermal conductive film, new products, under the influence of "environmental protection storm" in 2017 to start producing aluminium base copper clad itself. Mastered the upstream supply, debao, both in product quality and the price is more advantage, leading position in the market is more and more solid.

In addition, debao is expected to open a new market space in the energy sector, to plan in the form of mergers and acquisitions in the field of new energy automotive electronic products, actively looking for underlying assets, make the company industrial chain more hasten is perfect and mature. Palm pilot (xiamen)

06.On November 16th evening powerful new material (300429) announcement that powerful new material with their own or self-raised funds to buy changsha dextrys polymer technology co., LTD. (hereinafter referred to as the "changsha dextrys") 65.51% stake in 6, the equity transfer is completed, a powerful new material has a changsha dextrys 100% stake.