On August 11, DELTON fell 3.41% in regular trading, trading at 122.6 HKD/share, with turnover of 25.13 million HKD.

On the news front, the company disclosed during an institutional investor meeting on August 10 that the PCIe6.0 product transition timeline has been delayed by approximately one quarter from original expectations, primarily due to CPU compute chip mass production schedule adjustments. Currently only small batch shipments are underway, with meaningful volume ramp not expected until next year. Despite strong interim results — H1 net profit of 956 million yuan representing 94.39% year-over-year growth, with Q2 single-quarter net profit surging 124.13% — the delayed product volume trajectory has prompted market concerns over a potential downward revision to second-half growth expectations.

Within the Electronic Components sector, broad weakness amplified the pullback, with FIT HON TENG declining 9.37%, VGT down 4.31%, and KB LAMINATES down 1.85%, creating sector-wide selling pressure on individual names.

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