Movement Alert｜CFMEE Rises 6.85% in Regular Trading, AI Computing Demand Drives High-End PCB Boom and Stock Connect Inclusion Boosts Buying

Market Focus07-28

On July 28, CFMEE rose 6.85% in regular trading, trading at 349.6 HKD/share, with turnover of approximately 67.51 million HKD.

On the news front, AI computing demand explosion has driven high-end printed circuit board (PCB) supply shortages, with prices continuing to rise and leading manufacturers having locked orders through next year. Multiple PCB and copper-clad laminate listed companies recently released interim earnings previews, providing data verification of sector prosperity.

Additionally, CFMEE was officially included in the Shenzhen-Hong Kong Stock Connect eligible securities list effective July 24, opening southbound capital channels that provide incremental buying support. The H shares previously traded at a discount exceeding 30% relative to A shares, and the Stock Connect inclusion facilitates AH premium convergence. The company disclosed Q1 new orders exceeding 800 million RMB, with Q2 maintaining strong growth momentum and ample backlog.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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