Shenzhen Juehui Weiye Circuit Co., Ltd. is a one-stop comprehensive service provider specializing in PCB and PCBA. Our main businesses include high-precision PCB fabrication (https://www.szjhpcba.com/pcb.html), customized AI computing power circuit boards, rapid PCB prototyping, SMT stencil printing & mounting, DIP through-hole assembly, PCBA turnkey service(https://www.szjhpcba.com/pcba.html), complete machine assembly and testing and other full-process services.

Equipped with high-end precision production equipment, the company supports ultra-high-density packaging processes. Our products are widely applied in core sectors such as AI computing, communication equipment, new energy vehicles, smart home, industrial control, medical electronics and high-end consumer electronics. Relying on mature supply chain and strict quality control system, we deliver high-quality and high-efficiency electronic circuit manufacturing solutions for customers at home and overseas.

We focus on PCB, electronics manufacturing, foreign trade and AI computing power industrial chain, summarize key weekly industry updates, and interpret industry trends and market opportunities combined with our business layout.

I. Macroeconomic Industry

1. The 15th Five-Year Plan for Electronic Information Manufacturing Released; 2030 Revenue Target Exceeds RMB 30 Trillion

On September 15, MIIT and NDRC issued the *15th Five-Year Plan for the Development of Electronic Information Manufacturing Industry*. The plan sets a target that the operating revenue of above-scale enterprises in the electronic information manufacturing sector will exceed RMB 30 trillion by 2030, with R&D intensity reaching 3.5%. It prioritizes development of integrated circuits, advanced computing, consumer electronics, basic electronics and energy electronics. This top-level national plan continuously promotes the growth of advanced computing and energy electronics industries, facilitating the upgrading of high-end PCB industry. It is highly aligned with Juehui Weiye’s one-stop supporting business for AI computing boards, energy electronic PCBs and PCBA services.

2. Value-Added of Industrial Enterprises Above Scale Rose by 5.2% in August; Electronic Equipment Manufacturing Grew by 17.2%

On September 15, the National Bureau of Statistics released national economic data for August. The value-added of industrial enterprises above designated size increased by 5.2% year-on-year, up 0.7 percentage points from July. Equipment manufacturing rose by 12.1%, high-tech manufacturing by 16.7%, and computer, communication and other electronic equipment manufacturing by 17.2%. Sustained rapid growth in electronic equipment manufacturing continuously releases demand for circuit boards and PCBA supporting services. Juehui Weiye can quickly respond to customers’ demands for PCB prototyping and mass production in communication, industrial control and other fields.

3. Fed Hikes Interest Rate for the First Time in Three Years; Federal Funds Rate Ranges from 3.75% to 4%

On September 16, the Federal Reserve raised the target range for the federal funds rate by 25 basis points to 3.75%–4%, marking the first rate hike since 2023. The statement noted that US economic activity remains solid with strong domestic spending and capital investment, while inflation stays elevated. The hike aims to bring inflation back to the 2% target in a timelier manner. Adjustments in overseas monetary policies will affect the rhythm of foreign trade electronics orders. Juehui Weiye keeps a close eye on overseas market fluctuations and provides stable PCB & PCBA supply chain delivery guarantees for international customers.

II. Market

1. Global Data Center Power Demand Expected to Surge by 31%; AI Servers Account for 33.4%

On September 16, TrendForce forecasted that the global power demand capacity of data centers will reach 161GW in 2026, a year-on-year increase of approximately 31%. AI servers contribute the major increment, accounting for 33.4% of total demand capacity. The institution predicts the grid power supply gap may expand after 2028, and computing infrastructure will have continuously higher requirements for power supply, heat dissipation and high-end hardware supporting components. Expanding hardware demand for AI servers pushes up demand for high-layer and high-speed PCBs. Juehui Weiye has the capability to customize AI computing power circuit boards and meet precision circuit supporting requirements for computing hardware clients.

2. Global XR Headset and Smart Glass Shipments Jumped 35.3% in Q2

IDC released data on September 16: global shipments of XR headsets and smart glasses rose 35.3% year-on-year in Q2 2026, slowing down from the 130.2% growth rate in Q1. Non-display audio glasses took up 70.3% of total shipments, while display-type glasses increased from 11% in the same period last year to 14.3%. XR and smart glasses are high-density miniaturized hardware with strong demand for HDI precision circuit boards. Juehui Weiye’s high-order HDI fabrication and micro-board SMT mounting processes are suitable for the development of such intelligent terminal products.

3. China’s Industrial Robot Output Grew by 34.6% in August; Cumulative Output Reached Nearly 730,000 Sets in the First 8 Months

Data from the National Bureau of Statistics on September 15: China produced 96,174 sets of industrial robots in August, up 34.6% year-on-year. The cumulative output from January to August hit 729,352 sets, a 29% year-on-year rise. Service robot output reached 1.6561 million sets, up 5% year-on-year, with cumulative growth of 12.1% in the first eight months. The robot industry keeps expanding, bringing steady growth in demand for industrial control boards and power boards. Juehui Weiye provides one-stop turnkey manufacturing services for industrial control PCB and PCBA.

III. Enterprise Updates in Industrial Chain

1. Pengding Holdings’ RMB 9.6 Billion Private Placement Application Accepted by SZSE

On September 11, Pengding Holdings announced that its application for A-share private placement to specific investors was accepted by the Shenzhen Stock Exchange. It plans to raise no more than RMB 9.6 billion, all invested in the Qingding AI server & high-speed optical module high-density interconnect laminated board project. The total project investment is about RMB 12.73 billion, with planned new annual capacity of around 655,600 square meters of high-order HDI. Leading manufacturers keep investing in production capacity for AI servers and high-speed optical module high-density interconnect boards, and the high-end computing PCB track continues capacity expansion. Juehui Weiye also delves into high-density interconnect PCB to serve computing and communication hardware customers.

2. Shengyi Electronics Completed Private Placement of RMB 2.529 Billion; Funds for AI Computing PCB Projects

On September 12, Shengyi Electronics disclosed its issuance report. It issued 22.6698 million shares to six specific investors, raising a total of RMB 2.529 billion (net proceeds RMB 2.52 billion). The funds will mainly be used for the AI computing HDI production base, intelligent manufacturing high-layer computing power circuit board project, as well as supplementing working capital and repaying bank loans. Capital investment in the computing PCB sector keeps rising with solid industry demand. Juehui Weiye focuses on customized AI computing power circuit boards with supporting PCBA processing services to help customers launch products.

3. Huazheng New Materials Responded to Private Placement Inquiry, Planning to Raise RMB 1.2 Billion for High-Grade Copper Clad Laminate Expansion

On September 15, Huazheng New Materials disclosed its reply to the audit inquiry on private placement. It intends to raise up to RMB 1.2 billion, of which RMB 1 billion will be invested in the annual 12 million high-grade copper clad laminate project and RMB 200 million for working capital supplement. The company estimates the gross profit margin will reach 15.93% after the project reaches full capacity, yet project benefits are still subject to market demand, raw material prices and capacity ramp-up. The capacity expansion of upstream high-grade copper clad laminates will continuously guarantee raw material supply for high-end PCBs and help Juehui Weiye stabilize production and delivery of high-end boards.

4. Bomin Electronics’ New Meizhou Factory Planned Annual High-Order PCB Capacity of 360,000 Square Meters

At its performance briefing on September 14, Bomin Electronics stated that Phase I of the Meizhou Chuangxin Intelligent Manufacturing Park went into operation in Q1 2026. It focuses on high-layer and high-reliability HDI products for artificial intelligence, high-speed communication and smart vehicles, with planned annual capacity of 360,000 square meters. The factory can produce 52-layer boards, through holes with aspect ratio of 30:1 and 7th-order HDI products. High-order HDI and ultra-high-layer PCB have become the core competition points in the industry. Juehui Weiye accepts prototyping and bulk orders for multi-layer and high-order HDI circuit boards.

5. Yiton Electronics’ RMB 2.979 Billion High-End PCB Intelligent Manufacturing Project Approved by Shareholders’ Meeting

On September 10, Yiton Electronics’ shareholders’ meeting approved its high-end printed circuit board intelligent manufacturing project. With total investment of RMB 2.979 billion and a 21-month construction period, the project will build a high-end computing hardware manufacturing base in its Zhongshan park, planning annual output of 400,000 square meters of high-end PCBs, including 340,000 sq.m high-layer boards and 60,000 sq.m high-order HDI boards. PCB enterprises are concentrating on building production capacity for computing hardware PCBs amid intensifying market competition. Juehui Weiye sticks to its differentiated service advantages: rapid response and one-stop PCBA supporting services.

6. Dingtai Hi-Tech Plans RMB 700 Million Investment for High-End Electronic Material Capacity

On September 15, Dingtai Hi-Tech announced that its wholly-owned subsidiary plans to invest RMB 700 million in Dongguan to build the Dingtaixin Advanced New Material Manufacturing Base for polishing materials and functional film products. The explosive demand for AI computing power drives surging demand for high-end PCB drill bits and boosts the company’s performance. The supporting consumables industry for PCB expands simultaneously, supporting capacity expansion of the whole circuit board sector. Juehui Weiye continuously selects premium upstream materials to guarantee stable quality of PCB products.

> Disclaimer: The information is sourced from public media and listed company announcements for industry reference only, and does not constitute investment advice.