方正证券：AI PCB钻针量价齐升上游棒材国产化有望突破

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智通财经APP获悉，方正证券发布研报称，AIPCB高景气及技术迭代，带动其生产耗材钻针的消耗量飙升、价格上涨，相关上市公司正大幅扩产。后续待AI服务器板厂的新一代材料与工艺量产落地后，预计高端微钻针的实质性缺口将会进一步显现。目前钻针行业除少数头部企业外，高端钨钢棒已陷入偏紧缺的局面。部分钻针企业提前布局棒材研发，已有国内企业棒材通过测试验证，加速国产替代自主可控。方正证券主要观点如下：事件：...

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方正证券：AI PCB钻针量价齐升 上游棒材国产化有望突破

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方正证券：AI PCB钻针量价齐升上游棒材国产化有望突破