Delton Technology saw its shares rise more than 15% during the trading session, bringing its cumulative gain for the month to over 80%. At the time of writing, the stock was up 7.37%, trading at HK$163.10, with a turnover of HK$411 million.
The company is scheduled to hold a board meeting on April 29 to review and approve its first-quarter results. Delton Technology previously issued a positive profit alert, forecasting net profit attributable to shareholders of RMB 380 million to RMB 400 million for the first quarter of 2026, representing a year-on-year increase of 58.09% to 66.41%. This growth is primarily driven by three key factors: the rapid expansion of the computing power PCB market, the ramp-up of production capacity at its Thailand facility, and cost optimization efforts at its Huangshi subsidiary.
Analysts at Zheshang Securities noted that Delton Technology is one of the leading global manufacturers in the server PCB sector. The company is among the few pure-play firms deeply benefiting from the upgrade cycle in AI server PCBs. Its "three locations, four factories" strategy is gradually taking shape, marking a new phase in production capacity, delivery capabilities, and global expansion. Continuous advancements in AI server platforms are positioning the company to benefit from both product upgrades and customer base expansion.
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