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Sanfu Xinke (688359.SH): Jiantao Group is the company's PCB customer
Gelonghui, May 22丨Sanfu Xinke (688359.SH) said on the interactive platform that Jiantao Group is the company's PCB customer, and the specific order situation should be determined according to the actual needs of the customer.
Hong Kong Stock Concept Tracking | Further price increases for leading copper-clad companies may trigger other manufacturers in the industry to follow suit (with concept stocks)
Following an overall increase in sheet prices in March of this year and triggering follow-up adjustments by many manufacturers, Jiantao Laminate, a leading copper-clad board company, issued another price increase letter. The reason for the price adjustment was rising copper prices and full orders. Analysts believe that Jiantao's price increase is expected to trigger other manufacturers in the industry to follow suit. According to the price increase letter, due to the main raw material for copper-clad sheets, the price of copper has risen sharply, and customers have recently stocked up a lot of goods. The company's production capacity was fully filled in May. Due to cost pressure, the price of related sheets will increase by 5-10 yuan/sheet starting today. According to information, the main raw materials for copper clad sheets include copper foil, resin, and glass fiber cloth, of which the cost of copper foil accounts for
Guosheng Securities: Copper clad plate prices are rising, and the industry's profit level continues to recover
The Zhitong Finance App learned that Guosheng Securities released a securities research report stating that the copper-clad plate industry will enter a price increase cycle against the backdrop of rising upstream prices and a recovery in downstream demand. Benefiting from a good competitive pattern and a lengthening downstream preparation cycle, profitability is expected to gradually improve. It is recommended to focus on the industry leader Jiantao Laminate Board (01888) and Jiantao Group (00148), as well as A-share leader Shengyi Technology (600183.SH). For flexible varieties, it is recommended to focus on Huazheng New Materials (603186.SH) and New South Asian Materials (688519.SH). Guosheng Securities said it is optimistic about the subsequent net price of copper-clad plates
Does This Valuation Of Kingboard Holdings Limited (HKG:148) Imply Investors Are Overpaying?
Key Insights Kingboard Holdings' estimated fair value is HK$15.42 based on Dividend Discount Model Kingboard Holdings is estimated to be 27% overvalued based on current share price of HK$19.54 Kin
Changes in Hong Kong stocks | Copper clad plate prices are expected to continue to rise, Jiantao Laminate (01888) rises by more than 10%, and Jiantao Group (00148) rises by more than 4%
Jiantao continued to rise in early trading. As of press release, Jiantao Laminate (01888) rose 9.76% to HK$8.32; Jiantao Group (00148) rose 3.92% to HK$20.7.
Changes in Hong Kong stocks | Some manufacturers in the CCL industry announced price increases, Jiantao Group (00148) increased by more than 7%, and Jiantao laminated board (01888) increased by more than 3%
Jiantao generally rose in early trading. As of press release, Jiantao Group (00148) rose 6.55% to HK$19.52; Jiantao laminated board (01888) rose 1.93% to HK$7.38.
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