Movement Alert|BYD Electronic Rises 3.25% in Regular Trading, Liquid Cooling and AI Computing Themes Continue to Drive Sector Strength

Market Focus07-10

On July 10, BYD Electronic rose 3.25% in regular trading, trading at HK$22.26/share, with turnover of HK$38.65 million. The rally was driven by continued fermentation of liquid cooling and AI computing infrastructure themes across the electronic manufacturing sector.

BYD Electronic is actively building an integrated computing power solution encompassing servers, liquid cooling, power supply, and high-speed interconnection. The company's AI computing infrastructure business previously achieved revenue of approximately RMB 943 million, representing a year-over-year increase of 31.70%. Industry research indicates the liquid cooling sector has entered an order fulfillment and earnings realization phase, with NVIDIA's next-generation Rubin platform set to adopt full liquid cooling architecture for mass production in autumn, expected to trigger concentrated order releases across the supply chain.

Within the Electronic Manufacturing Services sector, the overall tone was positive. Among peers, JU TENG INTL rose 9.69%, AAC TECH rose 3.58%, and FIH rose 2.32%, reflecting broad-based strength in the segment.

(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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