On August 21, DELTON rose 3.09% in regular trading, trading at 126.5 HKD/share, with turnover of HKD 22.42 million. The stock had previously experienced consecutive pullbacks before rebounding alongside a broader recovery in the electronic components sector.
On the news front, the PCB sector continued to warm up, with KINGBOARD HLDG up 4.26%, KB LAMINATES up 2.78%, and VGT up 2.47%. Fundamentally, the company reported H1 revenue of RMB 4.388 billion, up 80.98% year-over-year, with net profit attributable to shareholders of RMB 956 million, up 94.39%. Computing scenario PCB revenue accounted for 83.6% of total revenue. Goldman Sachs recently raised its global AI PCB market forecast by 35%, projecting the market to reach USD 37.5 billion by 2027. Institutional investors including Fullgoal Fund and Morgan Stanley have continued to increase their holdings, with Fullgoal Fund raising its stake to 6.14%.
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