HANS CNC Shares Rise Over 3% on Strong AI PCB Performance and Expansion Benefits

Stock News
05/12

HANS CNC (03200) rose more than 3%. At the time of writing, the stock was up 3.06% to HK$144.9, with a turnover of HK$528 million. On the news front, Shenwan Hongyuan noted that driven by AI PCBs, the company achieved high growth in both revenue and profit in Q1 2026. Demand for AI computing centers remains robust, with next-generation AI servers, high-speed switches, and high-speed optical modules driving growth in the high-value-added AI PCB market and increasing technical complexity, leading to sustained demand for high-tech, value-added specialized processing equipment. Citigroup previously pointed out that management expects AI product revenue contribution to potentially reach 50% to 60% by 2026 as more Chinese PCB manufacturers begin capacity expansion in September to October this year, driving a sequential improvement in gross margin in the second half.

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。

熱議股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10