On June 30, Shenghong Tech rose 3.8% in regular trading, trading at 350.0 HKD/share, with turnover of HKD 354 million.

On the news front, the company stated during an investor relations event that its Huizhou mSAP workshop currently has a full order backlog with capacity utilization at a healthy level, primarily serving 1.6T optical module production demand. The company further noted that as AI computing power demand continues to expand, high-end PCB supply will remain relatively tight, with sufficient downstream demand to absorb new capacity additions.

The stock had previously declined sharply following market rumors that Nvidia was demanding a 10% price cut from PCB manufacturers and that the company's expansion was delaying the Rubin platform. Shenghong Tech explicitly denied these claims, stating that operations remain normal and product pricing is stable. The latest proactive disclosure of robust order and capacity data is viewed as an effort to restore market confidence after consecutive sessions of adjustment, including a 7.44% drop on June 23 and an 8.74% decline on June 26.

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