On July 14, BYD Electronic rose 3.54% in regular trading, trading at HK$22.18/share, with turnover of HK$170 million. The stock extended gains as liquid cooling and AI computing infrastructure themes continued to fuel sector strength.
On the news front, ByteDance recently unveiled its megawatt-level AI Rack 3.0 system at the OCP Open Compute China Summit, featuring 100% full liquid cooling architecture and 800V HVDC power supply. The system achieves 500kW per cabinet with up to 576 XPU chips per dual-cabinet cluster, underscoring escalating demand for liquid cooling solutions. BYD Electronic is actively building integrated computing solutions spanning servers, liquid cooling, power supplies, and high-speed interconnects, with its AI computing infrastructure business previously achieving revenue of approximately RMB 943 million, up 31.70% year-on-year.
Within the Electronic Manufacturing Services sector, BYD Electronic outperformed peers, with AAC Tech down 0.37%, FIH down 1.81%, Karrie International up 0.53%, Ju Teng International down 4.6%, and Trio Industrial Electronics down 5.56%.
(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.)
Comments