What are the PCB concept stocks

1. Hudian Co., Ltd.: The company has been engaged in the production, sales and after-sales service of printed circuit boards (PCB) for a long time. The main products include enterprise communication market board, automobile board, office and industrial equipment board, etc.

The company's production scale is 6,543,800+6,000 square meters of printed circuit boards. In 2009, its main business income was 2.2 billion yuan, ranking third in the domestic printed circuit board industry, among which the sales income of multilayer boards ranked first in the domestic PCB industry. It is understood that Hudian is one of the leading PCB manufacturers in China.

2. xing sen technology: China's largest design and manufacturing service provider of printed circuit boards, express mail and small batch boards.

3. Ultrasonic Electronics 000823: Mainly engaged in the research, development, production and sales of printed circuit boards, liquid crystal displays and touch screens, ultra-thin and special copper clad laminates, and ultrasonic electronic instruments.

4. Yi Sheng Science and Technology: Focusing on the demand of 4G, the production capacity was released in the second quarter. The company is the leader of the upstream copper clad laminate, with a relatively high proportion of 4G business contribution, so it is the most certain variety to benefit from this round of industry prosperity.

With the completion of the sixth phase expansion of Songshan Lake in the second quarter, the company's FR4 production capacity is expected to increase by 65,438+00%, mainly used for 4G base stations, and the non-EPS deduction is not expected to reach 0 in the second quarter. 12-0。 15 yuan, with outstanding valuation advantages.

5. Chaohua Technology: Actively enter flexible printed circuit board. Meizhou Taihua and Huizhou Hezheng, which were acquired by the company on 20 13, will all be profitable, which will bring great growth to the company's endogenous performance. At the same time, Huizhou Hezheng has cut into flexible printed circuit board's raw materials. The company expects to integrate the downstream flexible copper clad laminate and PCB through industry consolidation, and acquire related projects.

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