Delton Technology (Guangzhou) Inc. (01989) rose more than 6%. As of press time, the stock was up 6.11% to HK$178.9, with a turnover of HK$126 million.

Recently, the company released an investor relations activity record announcement indicating it has initiated pre-research for optical module PCB products. Jiu Pai Fund has commenced external investments, having already invested in three projects primarily focused on AI industry software and hardware. Application technology related to the PCIe 7.0 platform is still in the pre-research stage, with PCIe 6.0 expected to officially enter mass production after the third quarter. The company currently has ample orders in hand, with strong demand growth in computing power scenarios.

Hua'an Securities noted that the AI business has become the company's core growth engine, with its product structure continuing to move upmarket. In the general server field, the company has completed the capability for mass production transition of the PCIe 6.0 platform. In the AI server field, the company has completed process capability certifications for a series of high-end products, including PCIe switch boards (30L+), UBB/IO boards (28L-46L), OAM boards (18L+, 2-8 step HDI), GPU motherboards (24L 6-step HDI), and midplane backplanes (N+M/N+N technology). In the data center switch field, the company has achieved mass production of 400G & 800G switch boards.