On September 15, CFMEE rose 3.42% in regular trading, trading at HKD 354.0/share, with turnover of HKD 11.31 million. The stock continued its upward momentum as the company held its first extraordinary general meeting on the same day, following positive signals from its H1 performance briefing held on September 14.

At the briefing, Chairman Cheng Zhuo stated that high-end PCB equipment order deliveries remain robust in H2, while advanced packaging equipment has entered the verification and deployment phase. He noted that AI computing infrastructure buildout continues to drive demand for high-end PCB, IC substrate, and advanced packaging equipment, with further equipment demand expected from AI server and substrate expansion next year.

The company's H1 results showed revenue of RMB 1.106 billion, up 68.95% year-over-year, with attributable net profit of RMB 281 million, up 98.13%. Core PCB business revenue reached RMB 880 million, surging 85.4%, while gross margin expanded from 40.5% to 42.5%. Operating cash flow turned positive at RMB 326 million versus a net outflow of RMB 102 million a year earlier. Over the past 90 days, 13 institutions have issued ratings, with 11 assigning buy recommendations and a consensus target price of RMB 519.23.

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