On August 25, DELTON rose 3.23% in regular trading, trading at HK$130.7/share, with turnover of HK$26.95 million.
On the news front, the electronic components sector staged a strong rebound, with Kingboard Holdings up 8.29%, KB Laminates up 7.12%, and Shenghong Technology up 2.69%, driving a broad recovery in sector constituents. Additionally, Morgan Stanley increased its holdings in DELTON by 46,000 shares on August 18, raising its long position to 5.07%, providing positive sentiment support.
On the fundamental side, 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%. AI computing PCB revenue accounted for 83.6% of total revenue. The company is advancing capacity expansion at its Guangzhou facility, with new production expected to come online in the second half to address tight supply conditions.
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