Printed circuit board (PCB) Group officially entered the peak season of Apple sales in September, Pinggui stock sales continued to rise, including Jialian Yip (6153), Junding-KY (4958) revenue in September still retained double-digit monthly growth, but Xinxing (3037) September revenue downward trend, Taijun (6269) revenue although high but conservative monthly growth, showing that the new machine listing season seems conservative strength. In the case of hard board manufacturers, September began to slip from its peak, with the revenue of Jingxing (8183) rising against the trend in September, rising more than 15% a month, and Huatong (2313) recorded its highest level in September this year.
In the material industry upstream of PCB, Damien (3645) posted a monthly recession of 17.6% and revenue of 181 million yuan in September, which is still unknown. In September, only Fuqiao (1815) posted a second month of record revenue in the material industry upstream of PCB, mainly due to strong customer pull-out during the peak season.
In the floppy substrate industry, revenue in September, apart from Taihong (8039) benefited from the growth of solar backplane shipments and went up against the trend, with a monthly growth rate of 2.5%. Others, such as Xinyangke (3144), Yadian (4939) revenue are declining from the high point. Yadian said it is optimistic about terminal applications such as 5G, vehicle networking, and actively cooperate with customers to develop wireless charging substrates and 5. G and other high-frequency communication needs, the development of special bonding materials, Asia Power has also invested in Dongtai to set up a new plant, the future will produce flexible copper foil substrate and high-frequency related products, is expected to be trial-produced next August.