Movement Alert|Delton Technology Falls 3.01% in Regular Trading, Samsung and SK Hynix Substrate Pricing Pressure Continues to Weigh on PCB Sector

Market Focus
07/07

On July 7, Delton Technology (01989.HK) fell 3.01% in regular trading, trading at HKD 147.9/share, with turnover of HKD 25.71 million.

On the news front, previously reported demands from Samsung Electronics and SK Hynix for upstream PCB substrate suppliers to cut prices in the second half continue to weigh on sentiment. If the price reductions materialize, the 3% to 4% price increases accepted at the start of the year would be fully offset. The news initially triggered a sector-wide selloff on July 2, when Delton Technology plunged over 21% in a single session on its Hong Kong listing.

Adding to selling pressure, Fullgoal Fund reduced its stake by 259,400 shares on July 2 at an average price of HKD 195.5, lowering its holding from 6.41% to 5.84%. The broader Electronic Components sector remained weak, with KB Laminates down 5.01%, Kingboard Holdings down 4.71%, and VGT down 2.72%, reflecting continued sector-wide adjustment.

(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.)

免責聲明:投資有風險,本文並非投資建議,以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請,作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考,不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證,投資者應自行研究並在投資前尋求專業建議。

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