China PCB Stocks Extend Rally; Aohong Electronics, JLC Post Second Limit-Up

The breadth of the move — spanning materials, components and equipment names rather than a single issuer — suggests the bid is thematic rather than stock-specific, which is what separates a genuine sector re-rating from a one-day squeeze. Limit-ups in consecutive sessions also compress available float, so the marginal buyer is chasing thinner supply. Whether the rally broadens further or narrows to the names already at the ceiling is the open question worth tracking.