With the sustained economic recovery in Europe and America, printed circuit board as the first element, the boom of PCB industry is expected to continue to rebound in the next two quarters.
"Jie jie" the recent announcement of science and technology will build the first phase of the zhuhai communication of science and technology industrial park ", the project investment of 398.9 million yuan, after the completion of company will increase production capacity of 240000 square meters of medium and small batch PCB. The company's product line mainly provide samples and small batch board, main customers come from national defense, communications equipment business.
Company's controlling shareholder, is the seventh institute of China electronics technology group, is a kind of war industry research institute, national recognition of the deployment, the overall unit is a special communication technology, mainly be responsible for the research of special mobile communication and new equipment, new technology, new system for national defense construction to provide new special mobile communication equipment. Company as a member of system capacity by about 70% meet the demand of national defense, the company's technical innovation ability is strong, the rest can only meet the needs of civilian capacity, under the background of LTE will pull out the PCB civil demand, new project production will effectively drive the company's revenue and profit growth.
Xing sen action of science and technology, more a step ahead, its main business is the original PCB sample, sample customization degree higher compared with batch plate, shorter lead time, order many varieties, at the same time the industry booming volatility to the influence of the former is less than the batch plate is relatively high quality industry in PCB industry. But owing to market space of the model and the trend of shift to domestic PCB industry, the company does not meet the new reaches producing at the end of 2012 10000 square meters of HDI sample, just scratch plate 55000 square meters, 28000 square meters of high-level model and 10 square meters small batch, more highly forward-looking vision into small batch board industry in big strides, yixing electronic project investment of 678 million yuan in silicon valley, form the top of small and medium-sized batch plate 20 square meters, HDI 20 square meters, medium and small batch board just scratch board 10 square meters of production capacity, will gradually contribution performance since 2013.
Shanghai electric shares also to sniff out PCB production to the transfer of domestic trends, the company leading product for 14 to 28 layer board, corporate communications market and with high order car plate, office and industrial equipment and aerospace board for powerful supplement. In 750000 square meters of HDI board expansion project to raise funds, to keep up with the trend of consumer electronics to the Midwest transfer in Yellowstone economic development zone of new PCB production capacity of 3 million square meters.
Zhong jing electronics, ultrasonic electronic in the listed companies, founder technology, super China science and technology has already put into production or create a new project. Domestic PCB accounted for 39.8% of global share in 2011, according to Prismark forecast for the next few years PCB production, domestic production of PCB will reach $2016 in 33 billion, the share of global GDP will rise to 46%.
Although as a basic element, the printed circuit board in recent years the global industry annual compound growth rate of only 5.4%, but at present the trend of shift capacity is still not change, the growth of the domestic industry is expected to achieve 10%, has benefited from the cost of capital of listed companies and brands get faster development.
