May 11th Continuous Board Stock Analysis: Nearly 40% of Continuous Board Stocks Upgraded, Chip Industry Chain Fully Explodes

Ask AI · PCB sector strengthens How long can the wave of electronic cloth price hikes last?

【Analysis of stocks with consecutive limit-ups on May 11: Nearly 40% upgrade rate for stocks with consecutive limit-ups, full-scale explosion in the chip industry chain】 Today, a total of 94 stocks hit the daily limit, with 19 stocks with consecutive limit-ups, including 7 stocks with three or more consecutive limit-ups. The previous trading day had 18 stocks with consecutive limit-ups, with an upgrade rate of 38.89% (excluding ST stocks and delisted stocks). In terms of individual stocks, the entire market has seen over 100 stocks hit the limit or rise more than 10% for four consecutive days, but at the same time, more than 2,200 stocks declined. The market’s profit-making effect is good but mainly concentrated in the AI industry chain. The Datang Power, with shrinking volume, accelerated its upgrade to four consecutive limit-ups. Huadian LiaoNeng broke out with 18 days of nine limit-ups, approaching the historical high in 2015. Taiming Technology, Tongding Interconnection, and five other stocks with three consecutive limit-ups are all hardware stocks for computing power. Meanwhile, the commercial aerospace sector’s Jin Tanglang, Boduo Shares, and Daye Shares all experienced limit-up breaks.

In terms of sectors, the chip industry chain fully exploded, with over 40 stocks hitting the limit or rising more than 10%. Among them, Kangxin New Materials and Chengxing Shares hit two consecutive limit-ups, while six stocks including Tongyou Technology, Shenkeda, Puran Shares, and Changdian Technology hit 20% limit-ups, with Hongshida on the Beijing Stock Exchange hitting 30% limit-up. The PCB sector continues to strengthen, with Shandong Glass Fiber hitting 5 limit-ups in 8 days, Hongban Technology and Baoding Technology with three consecutive limit-ups, Zhuolang Intelligent with 6 days of 3 limit-ups, Dazhu Laser with 3 days of 2 limit-ups, Guanghe Technology with 4 days of 2 limit-ups, and Shenghong Technology once surged nearly 7% intraday to set a new historical high. On the news front, from the beginning of the year to now, electronic cloth has entered a monthly price adjustment mode, with four price increases so far this year. Many electronic cloth manufacturers are experiencing tight inventories, and the industry as a whole is operating at full capacity.