Shennan Circuits Co Ltd: Riding the Wave of PCB Market Resurgence

In a remarkable turn of events, the printed circuit board (PCB) sector has experienced a significant resurgence, with Shennan Circuits Co Ltd, a leading player in the electronic equipment industry, poised to capitalize on this upward trend. As of July 1, 2025, the company, which specializes in the manufacturing of printed circuit boards, packaging base plates, substrates, electronic assemblies, and system in package products, has witnessed a notable uplift in market sentiment.

The PCB concept’s revival has been marked by a series of bullish movements across the sector. Notably, companies such as Dongshan Precision, Boming Electronics, Pengding Group, Huadian Group, Shenan Circuits, and Shenghong Technology have seen their stocks surge, with Dongshan Precision reaching a new historical high after hitting the daily price limit. This bullish trend is reflective of a broader market optimism, fueled by strategic developments in the semiconductor and AI infrastructure sectors.

A pivotal factor contributing to this optimism is the recent announcement by Nvidia, as highlighted in a report by China International Capital Corporation. Nvidia’s strategic positioning towards AI infrastructure platform commercialization, coupled with the global top manufacturers’ intensified efforts in infrastructure development to meet the skyrocketing demand for inference computing power, has significantly buoyed the market. The ASIC market, in particular, is expected to see expanded space, with the entire computing power industry chain maintaining a high level of enthusiasm.

For Shennan Circuits Co Ltd, trading on the Shenzhen Stock Exchange, this sector-wide uplift presents a golden opportunity. The company’s close price as of June 29, 2025, stood at CNH 107.81, with a 52-week high of CNH 126.369 and a low of CNH 66.9385. The recent market dynamics, underscored by the PCB concept’s resurgence, could potentially propel the company towards its 52-week high, leveraging its global market presence and robust product portfolio.

Moreover, the company’s recent financial activities further underscore its strategic positioning within the market. On June 27, 2025, Shenan Circuits was the beneficiary of a significant financing buy-in amounting to CNH 1.63 billion, accounting for 15.45% of the day’s inflow of funds. This financial maneuver, which resulted in a financing balance of CNH 8.54 billion, or 1.19% of its circulating market value, surpasses the historical 50% quantile level, indicating strong investor confidence and a solid foundation for future growth.

As the PCB sector continues to ride the wave of technological advancements and market demand, Shennan Circuits Co Ltd stands at the forefront, ready to harness the momentum. With its strategic market positioning, robust financial health, and a keen eye on the evolving technological landscape, the company is well-equipped to navigate the challenges and opportunities that lie ahead in the dynamic world of electronic equipment and components.