西部证券：如何理解这一轮PCB上游设备的核心变化?

智通财经06-18

智通财经APP获悉，西部证券发布研报称，这一轮PCB的核心变化集中在多层压合/高频材料迭代/更细线宽。A股上市的头部PCB企业capex，2026Q1继续环比加速上行，合计145.58亿元，同比+162。AI驱动下，PCB产业持续高景气成长，行业扩产+技术升级双重驱动，中游设备企业有望持续受益。西部证券主要观点如下：如何理解这一轮PCB技术驱动的变化这一轮PCB的核心变化集中在多层压合/高频材料...

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