Industrials, Financials, Technology Jan 24, 2022 08:59 AM (GMT+8) · EqualOcean
Soochow securities research report said that as the main support of electronic components, PCB is widely used downstream, mainly including communication equipment, industrial control and medical treatment, aerospace, automotive electronics, computers and other subdivided fields. It is suggested to pay attention to the track and technical card position: first, from the perspective of track selection, with the continuous improvement of the penetration rate of new energy vehicles, the demand for automobile PCB boards has increased steadily, and the high prosperity can be expected in the future. Secondly, in terms of technology card position, we continue to be optimistic about HDI, SLP and IC carrier plates. It is recommended to pay attention to domestic players with production capacity, technology and product layout.