CITIC Securities: PCBA and Q-bond segments are expected to still grow year-over-year in the first quarter of 2026.

2026-03-27 05:14:39

People’s Finance News, March 27 - A report from CITIC Securities states that, with the determination of terminal AI manufacturers’ routes and the accelerated production ramp-up of downstream PCB manufacturers, the first quarter of 2026 will be a key validation quarter for the expansion speed, market share growth, and profitability levels of various PCB equipment manufacturers. For the exposure, drilling, needle drilling, and inspection stages, the report predicts that profits in the first quarter of 2026 will increase sequentially compared to the fourth quarter of 2025; for the electroplating stage, a significant expectation gap is anticipated in the first quarter of 2026; for the PCBA and Q fabric stages, it is expected that there will still be year-on-year growth in the first quarter of 2026, but the larger performance elasticity will mainly be released after the first quarter.

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