On July 29, JOHNSON ELEC H rose 5.35% in regular trading, trading at 17.73 HKD/share, with turnover of approximately 24.04 million HKD. The rally was driven by a research report from a major brokerage noting that power supply constraints at North American AI data centers are evolving from long-term concerns into near-term bottlenecks, with SOFC (Solid Oxide Fuel Cell) technology expected to accelerate large-scale commercial deployment. The report explicitly named JOHNSON ELEC H as a key beneficiary.

The company possesses powder metallurgy capabilities applicable to SOFC and automotive applications, positioning it to capture growing SOFC power generation demand in AI data center infrastructure. Management has previously confirmed the company is embedded in NVIDIA Blackwell-related liquid cooling ecosystems, with AI infrastructure business scaling faster than its humanoid robotics segment. For the fiscal year ended March 31, the company reported revenue of $3.65 billion, flat year-over-year, while attributable profit declined 23% to $202.1 million. A final dividend of HKD 0.44 per share was declared payable August 12.

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