Movement Alert|DELTON Rises 3.23% in Regular Trading, Electronic Components Sector Rebounds Strongly with Morgan Stanley Increasing Stake

Market Focus
Yesterday

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.

(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.)

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