China Stock of the Day | Kabutaro & Friends

Baoding Technology<002552>, a PCB and copper foil maker, was the Chinese stock most talked about online on August 7, 2026.
Background: On August 7, 2026, Goldman Sachs sharply raised its forecasts for the AI-server PCB and CCL (copper-clad laminate) markets, projecting the PCB market to reach USD 38 billion in 2027 and USD 84 billion in 2028. Amid the resulting rally in PCB-related stocks, Baoding Technology hit its daily limit-up for the fifth time in six trading days on that same day. This came despite the company issuing an unusual stock movement disclosure the previous day, August 6, 2026, stating that its copper-clad laminate products are mainly general-purpose types such as FR-4, that it currently has no AI-specific copper-clad laminate products, and that no application in AI servers or computing power has been confirmed. Peers Jingwang Electronics hit limit-up for a second consecutive day, while Eastar New Material, Shenghong Technology, and Shengyi Technology also rose in sympathy, making the PCB sector one of the most discussed themes in China's A-share market on August 7, 2026.