MAN YUE TECH (00894) surged by over 99% this morning. By the midday close, the stock was up 80.47%, trading at HK$3.88 with a turnover reaching HK$176 million. The rally is driven by heightened interest in the supercapacitor sector. Analysts point out that the leap in AIDC computing power density is driving changes in power supply architectures, making supercapacitors a structural necessity. Supercapacitors have transitioned from laboratory solutions to becoming standard equipment at the cabinet level. The volume ramp-up of the Rubin platform in the second half of 2026 is expected to be a critical window for performance realization across the related industry chain. Information indicates that MAN YUE TECH is a well-known manufacturer of aluminum electrolytic capacitors. According to a previous research report, its subsidiary, Fuhuade Technology Co., Ltd., is leading the construction of the Guangxi Supercapacitor 5.0 Industrial Park, with a total planned investment of RMB 3.5 billion. The project will be implemented in three phases, primarily producing supercapacitors, energy storage supercapacitors, and chip capacitors, among other products.