Kingboard Group rose today, with Kingboard Group (00148) rising 10baccaratscoreboard.26%, quoted at HK$20.20baccaratscoreboard; Kingboard Laminates (01888) rose 4.01% to HK$7.53.
Guotai Junan pointed out that the turning point in the performance of the leading copper clad laminate industry first appeared, the production capacity rate continued to increase, AI servers drove demand for high-frequency and high-speed boards, and the profitability of the leading CCL industry is expected to continue to improve in the future. However, the excess capacity of small and medium-sized factories still needs to be digested, and the rise in copper prices is expected to accelerate the de-production capacity.