Movement Alert｜BYD Electronic Rises 3.31% in Regular Trading, Optical Module and Liquid Cooling Business Momentum Continues

Market Focus07-21

On July 21, BYD Electronic rose 3.31% in regular trading, trading at 24.98 HKD/share, with turnover of 134 million HKD.

On the news front, the company recently exhibited at the World Artificial Intelligence Conference (WAIC), sustaining market attention on its AI computing infrastructure business. China Post Securities maintained a Buy rating, noting the company's AI computing infrastructure revenue reached approximately 943 million yuan, up 31.70% year-over-year. Multiple liquid cooling products have completed relevant certifications and entered small-batch trial production, while power supply products continue to advance steadily.

Additionally, the company's optical module business has drawn significant market interest. Its 800G optical modules have achieved mass production capability and commenced deliveries, while 1.6T products remain in the verification stage. The company is building a comprehensive solution covering servers, liquid cooling, power management, and high-speed interconnects for AI data centers, with a target business scale exceeding 10 billion yuan over the next two to three years.

(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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