Guangdong Goworld Co., Ltd. supplies printed circuit boards, liquid crystal displays and touch screens, copper clad laminates and prepregs, and ultrasonic electronic instruments in China. It also exports its products. The company was founded in 1997 and is based in Shantou, China.
Ultrasonic Electronics Clarifies Nvidia Supply Rumors, Warns of Overheating Trading Risk After Three Limit-Ups in Five Days
Ultrasonic Electronics issued an abnormal stock trading fluctuation announcement on the evening of September 13, explicitly clarifying that market rumors about its supplying Nvidia are untrue. The company stated that the market rumor that Ultrasonic Electronics' high-frequency boards passed Nvidia certification is not true, and the company currently has no products supplied to Nvidia. Regarding the PCB business supporting optical modules, the company explained that PCBs supporting 800G and 1.6T optical modules are currently in the research and development follow-up stage, and there is uncertainty in subsequent progress, customer certification, and mass production implementation. Large-scale supply has not yet been achieved, and no corresponding revenue has been generated so far. Previously, the company's stock price rose significantly starting September 7, recording three limit-ups in five trading days. As of the close on September 11, it reported 20.57 yuan, with a turnover rate of 30.75% that day and a transaction value of 3.525 billion yuan. The company warned of overheating trading risk. This is the second time recently that the company has issued a clarification announcement on similar rumors. During the period of consecutive limit-ups in late June, the company made almost exactly the same statement. The company also reminded that market expectations for PCB and copper-clad laminate demand have recently increased, but the company's fundamentals have not undergone major changes, and investors are advised to make rational judgments. In terms of performance, Ultrasonic Electronics achieved revenue of 3.351 billion yuan in the first half of 2026, a year-on-year increase of 10.04%; net profit attributable to the parent company was 113 million yuan, a year-on-year decrease of 1.17%.
000823.CS · Demand · Negative Company clarified its rumored Nvidia supply and 800G/1.6T optical-module PCB business are untrue or still R&D with no mass production or revenue, undercutting the demand narrative behind its limit-ups.
Kingboard Laminates issues seventh price increase this year; PCB theme strengthens as Goldenmax hits limit up
Three major copper-clad laminate producers have raised prices in succession, driving PCB-related stocks to strengthen against the market trend. At the end of August, Kingboard Laminates issued its seventh price increase letter this year, raising FR-4 copper-clad laminate prices by 10 percent across the board, adjusting prepreg prices by specification, and raising thin fabric prices by up to 20 percent. Panasonic then announced it would raise copper-clad laminate prices from September 1, with some products up by as much as 30 percent, and Nan Ya Plastics followed with increases of 20 to 25 percent. Boosted by this, Goldenmax International surged to its daily limit up, closing the morning session at 76.45 yuan, with more than 180,000 lots locked on the limit-up board, turnover exceeding 3.7 billion yuan, and a total market value of 55.6 billion yuan. Yihao New Materials rose by the 20 percent daily limit, GD-Goworld posted a strong run of two limit-up moves in four sessions, and Sihui Fushi, Sdic, and Wanyuan Tong rose more than 10 percent, while China Jushi and Founder Technology also advanced. According to a China Securities Journal report on September 9, several electronic fabric companies and downstream copper-clad laminate producers said the market has shown relatively good acceptance of the new round of price increases, that electronic fabric supply is somewhat tight, and that leading companies are actively expanding capacity, with new projects expected to come on stream this year and next, at which point price trends will need further market confirmation.
1888.HK · Pricing · Positive Kingboard Laminates issued its seventh price increase letter this year, raising FR-4 copper-clad laminate prices by 10% and thin fabric prices up to 20%.
1303.TW · Pricing · Positive Nan Ya Plastics followed with copper-clad laminate price increases of 20 to 25 percent.
6752.JP · Pricing · Positive Panasonic announced it would raise copper-clad laminate prices from September 1, with some products up as much as 30 percent.
昆山万源通电子科技股份有限公司 · Pricing · Positive Wanyuan Tong rose more than 10 percent amid the PCB theme driven by successive copper-clad laminate price hikes.
002636.CS · Pricing · Positive Goldenmax surged to its daily limit up as the PCB theme strengthened on successive copper-clad laminate price increases.
000823.CS · Pricing · Positive GD-Goworld posted a strong run of two limit-up moves in four sessions amid the copper-clad laminate price hikes.
Ultrasonic Electronics first-half 2026 net profit 113 million yuan, down 1.17% year on year
Ultrasonic Electronics released its first-half 2026 report, with net profit attributable to the parent company of 113 million yuan, a decrease of 1.343 million yuan from the same period last year, down 1.17% year on year. Total operating revenue was 3.351 billion yuan, up 10.04% year on year, achieving growth for three consecutive years. Net cash inflow from operating activities was 236 million yuan, down 19.14% year on year. The company's latest asset-liability ratio was 30.08%, gross margin was 16.32%, return on equity was 2.04%, and diluted earnings per share was 0.21 yuan.
Goworld's first-half net profit attributable to parent falls 1.2% to 113 million yuan
Goworld released its 2026 interim report, showing first-half net profit attributable to the parent of 113 million yuan, down 1.2% year on year. Operating revenue was 3.351 billion yuan, up 10.04% year on year. Net profit attributable to the parent after deducting non-recurring items was 110 million yuan, down 2.6% year on year. Net operating cash flow was 236 million yuan, down 19.1% year on year. Second-quarter operating revenue was 1.78 billion yuan, up 13.0% year on year, and net profit attributable to the parent was 80.48 million yuan, up 10.2% year on year. The company said its main business operations did not undergo major changes, overall operations remained stable, and it continued to deepen its presence in quality markets such as automotive and industrial control.
000823.CS · Capital · Negative First-half net profit attributable to parent fell 1.2% year on year to 113 million yuan, with net profit after deducting non-recurring items down 2.6%.
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