On September 7, DELTON rose 5.32% in regular trading, trading at 119.7 HKD/share, with turnover of approximately 26.81 million HKD. The gain was driven by a broad rebound in the Hong Kong-listed PCB and electronic components sector, combined with the company's robust first-half earnings performance.

On the sector front, PCB stocks rallied broadly, with CREALIGHTS up 12.0%, VGT up 4.81%, and KB LAMINATES up 4.12%. Goldman Sachs recently raised its global AI PCB market size forecast by 35% to 13.56 billion USD, with the ASIC server PCB segment alone revised up 60% to 8.832 billion USD. The market is projected to reach 37.529 billion USD by next year.

On the fundamentals side, DELTON reported H1 revenue of 4.388 billion yuan, up 80.98% year-over-year, and net profit of 956 million yuan, up 94.39%, with gross margin improving to 35.36%. The company noted that new customer development is progressing smoothly, and PCIe6.0 products have entered small-batch shipment, with volume ramp expected next year. AI computing-driven server PCB demand continues to underpin the high-growth trajectory.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)