Victory Giant Technology Huizhou Co Ltd.: A Case Study of AI‑Driven Surge in the PCB Sector
The recent wave of artificial‑intelligence deployment has not merely amplified data‑center requirements; it has re‑energised the entire printed‑circuit‑board (PCB) supply chain. Victory Giant Technology Huizhou Co. Ltd. (VGT) exemplifies the sector’s transformation. As of 2026‑01‑22, the company’s shares were trading at 264.31 CNY, a figure that reflects a market capitalisation of 230 billion CNY and a price‑to‑earnings ratio of 62.99, underscoring investors’ confidence in a steep earnings ascent.
1. AI Demand as the Catalytic Engine
The global AI boom has intensified the need for high‑performance computing infrastructure. AI workloads require dense, low‑latency, and high‑frequency PCBs to support GPUs, TPUs, and specialized ASICs. VGT’s product portfolio—ranging from HDI panels and gold finger boards to 4+2+4 HDI boards—positions it precisely at the heart of this demand. The company supplies boards used in LED displays, servers, network communications, medical devices, new‑energy vehicles, and computer peripherals.
Financial analysts report that VGT’s net profit is expected to increase by over 260 % in 2025, a figure that surpasses the average growth of other PCB peers. This surge is attributed directly to the AI data‑center deployment wave highlighted in the industry’s most recent earnings forecasts. The company’s high‑end production facilities are now being leveraged to meet the stringent specifications demanded by AI hardware manufacturers.
2. Market Position and Competitive Advantage
Victory Giant’s strategic advantage lies in its diversified product range and manufacturing capabilities. By offering VGA cards, server boards, LCD boards, and HDI coil plates, the firm can service a broad spectrum of end‑users. Moreover, the company’s in‑house research and development arm keeps it ahead of technological shifts, allowing rapid iteration of board designs to accommodate emerging AI hardware specifications.
The company’s performance has attracted significant attention from institutional investors. Within the past week, A‑share market activity revealed that VGT was among the stocks achieving trading‑limit gains following the release of its merger and acquisition progress. This institutional enthusiasm is further validated by the inclusion of VGT in the top‑tier holdings of several AI‑centric mutual funds, as disclosed in fund‑performance reports for the 2025 fourth quarter.
3. Financial Snapshot: A Quantitative Assessment
| Metric | Value |
|---|---|
| Close Price (2026‑01‑22) | 264.31 CNY |
| 52‑Week High | 355 CNY |
| 52‑Week Low | 43.37 CNY |
| Market Capitalisation | 230 billion CNY |
| Price‑to‑Earnings | 62.99 |
| Forecasted Net‑Profit Growth (2025) | > 260 % |
The P/E ratio of 62.99 may appear steep by conventional standards; however, in the context of an industry propelled by AI, such a valuation is justified by the projected earnings trajectory and the firm’s pivotal role in supplying the necessary hardware substrate.
4. Strategic Implications for Stakeholders
- Investors: The forecasted earnings spike and the company’s inclusion in AI‑focused investment funds suggest a compelling upside potential.
- Customers: Firms requiring AI‑ready PCBs should view VGT as a reliable partner capable of delivering high‑quality, high‑volume production.
- Competitors: The aggressive growth trajectory of VGT signals a tightening competitive landscape. Competitors must accelerate innovation and expand capacity to remain relevant.
5. Conclusion
Victory Giant Technology Huizhou Co. Ltd. is not merely a passive beneficiary of the AI boom; it is an active enabler. Its expansive product line, robust manufacturing capability, and strategic positioning within the AI hardware ecosystem have translated into a remarkable earnings forecast of over 260 % growth for 2025. As the AI industry continues its relentless march, VGT’s trajectory offers a blueprint for how specialized PCB providers can capitalize on emerging technology trends, delivering substantial shareholder value while powering the next generation of digital infrastructure.
