On July 9, Circuit Fabology Microelectronics (09630.HK) rose 3.5% in regular trading, trading at HKD 412.8/share, with turnover of HKD 5.69 million.

On the news front, the company disclosed during an investor research session on July 8 that new orders in Q1 exceeded RMB 800 million, with Q2 new orders maintaining the same high-growth momentum, and backlog orders remaining ample. Additionally, the company's self-developed PLP 2000 — China's first 510mm×515mm panel-level packaging direct-write lithography system — recently secured orders from a key customer in the advanced packaging sector. The equipment supports up to 600mm×600mm processing dimensions and meets 2μm mass-production lithography requirements for CoPoS, FOPLP, and glass substrate packaging processes.

The PLP 2000 order marks a milestone as the first domestic panel-level direct-write lithography tool to enter commercial mass production, breaking overseas equipment monopoly in this segment. The company's full production lines continue to operate at high capacity utilization, with strong order visibility driven by AI server, high-end IC substrate, and advanced packaging expansion demand.

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