On August 25, VGT rose 3.05% in regular trading, trading at HK$230.6/share, with turnover of HK$353 million. The stock gained alongside a broad rally in Hong Kong-listed PCB concept stocks, with sector peers KB Laminates surging 12.59% and Kingboard Holdings climbing 9.3%.

On the news front, research from Shanghai Securities indicated that surging AI computing demand has driven high-end printed circuit boards into a supply shortage, with prices continuing to rise. Manufacturing-side demand for high-multilayer, high-density interconnect, HDI, and high-speed high-frequency PCBs is increasing steadily, while AI servers, GPU clusters, and switches are becoming increasingly important demand sources. Some Chinese manufacturers' PCB orders have delivery timelines extending to 2028.

The company previously disclosed that orders on hand continue to grow, with some high-end PCB products entering mass production and R&D iterations with core customers progressing smoothly. The company is scheduled to release interim results on August 27, with market consensus expecting quarterly revenue of RMB 6.514 billion, representing 37.22% year-over-year growth, and adjusted EPS of RMB 1.79, up 17.43% year-over-year.

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