On August 21, KB LAMINATES rose 3.51% in regular trading, trading at HK$37.16/share, with turnover of HK$354 million, ending a multi-day pullback. The rebound was triggered by Nan Ya Plastics announcing a 20%-25% price increase on CCL and prepreg products effective September 1, officially launching a new round of industry-wide price hikes.

KB LAMINATES, as the world's largest conventional FR-4 CCL supplier, has already completed six rounds of price increases year-to-date, with cumulative FR-4 price gains exceeding 50%. Industry sources expect an additional 10%-15% hike in August. The upstream supply chain remains tight across copper foil, electronic cloth, resin, and silica powder, with shortages unlikely to be resolved in the near term, underpinning continued pricing power.

The broader PCB sector rallied in tandem, with Kingboard Holdings up 4.92%, Guanghe Technology up 2.93%, and Shenghong Technology up 2.73%. The company is scheduled to release its interim results on August 24, which may serve as a near-term catalyst given consensus expectations of over 200% year-over-year profit growth in the first half.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)