Movement Alert|Guanghe Technology Rises 3.27% in Regular Trading, H1 Earnings Forecast Surges Over 85% Amid AI Computing Demand Validation

Market Focus
07/15

On July 15, Guanghe Technology rose 3.27% in regular trading, trading at 146.5 HKD/share, with turnover of approximately 84.28 million HKD.

On the news front, several core PCB companies recently released H1 earnings forecasts showing significant year-over-year and sequential growth. Guanghe Technology expects H1 net profit attributable to shareholders of 9.1 billion to 9.6 billion yuan, representing a year-over-year increase of 85.12% to 95.29%, driven by surging demand for computing hardware and continued capacity utilization improvements at its Thailand facility. Additionally, NVIDIA CEO Jensen Huang denied rumors of Rubin Ultra delays, confirming on-schedule shipments. Galaxy Securities noted that AI chip demand for high-end PCBs is expected to continue expanding, with leading CCL manufacturers raising prices and PCB sector valuations being revised upward.

Separately, Hong Kong exchange data shows Fuguo Fund increased its holdings by 225,100 shares on July 9 at approximately 147.80 HKD per share, raising its stake to 7.04%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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