Movement Alert｜DELTON Falls 5.71% in Regular Trading, Institutional H-Share Reductions Overshadow Strong Earnings and Convertible Bond Progress

Market Focus10-12

On October 12, DELTON fell 5.71% in regular trading, trading at 96.5港元/share, with Turnover of 7168.1万港元. The decline comes despite robust earnings guidance and expansion plans, as persistent institutional selling of H-shares continues to weigh on sentiment.

Recent disclosures show multiple major foreign institutions, including Value Partners, Greenwoods, Barclays, and Fullgoal Fund, reduced their H-share holdings in late September, lowering aggregate long positions and signaling loosening institutional conviction. This selling pressure has overshadowed the company's forecast of a 100.33% to 107.23% year-over-year surge in nine-month attributable net profit to between 1.45 billion and 1.50 billion yuan, driven by surging AI computing hardware demand.

Additionally, the company's 36 billion yuan A-share convertible bond issuance application has been accepted by the Shenzhen Stock Exchange, aimed at expanding high-end PCB capacity. However, the near-term share structure remains unstable, and these positive catalysts have not yet offset the ongoing foreign institutional reductions.

(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.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1175068788?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-10-12 09:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1175068788","market":"hk","top_or_hot":-1,"title":"Movement Alert｜DELTON Falls 5.71% in Regular Trading, Institutional H-Share Reductions Overshadow Strong Earnings and Convertible Bond Progress","media":"Market Focus","content":"<p><p>On October 12, DELTON fell 5.71% in regular trading, trading at 96.5港元/share, with Turnover of 7168.1万港元. The decline comes despite robust earnings guidance and expansion plans, as persistent institutional selling of H-shares continues to weigh on sentiment.</p><p>Recent disclosures show multiple major foreign institutions, including Value Partners, Greenwoods, Barclays, and Fullgoal Fund, reduced their H-share holdings in late September, lowering aggregate long positions and signaling loosening institutional conviction. This selling pressure has overshadowed the company's forecast of a 100.33% to 107.23% year-over-year surge in nine-month attributable net profit to between 1.45 billion and 1.50 billion yuan, driven by surging AI computing hardware demand.</p><p>Additionally, the company's 36 billion yuan A-share convertible bond issuance application has been accepted by the Shenzhen Stock Exchange, aimed at expanding high-end PCB capacity. However, the near-term share structure remains unstable, and these positive catalysts have not yet offset the ongoing foreign institutional reductions.</p><p>(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.)</p></p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜DELTON Falls 5.71% in Regular Trading, Institutional H-Share Reductions Overshadow Strong Earnings and Convertible Bond Progress</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMovement Alert｜DELTON Falls 5.71% in Regular Trading, Institutional H-Share Reductions Overshadow Strong Earnings and Convertible Bond Progress\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-10-12 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On October 12, DELTON fell 5.71% in regular trading, trading at 96.5港元/share, with Turnover of 7168.1万港元. The decline comes despite robust earnings guidance and expansion plans, as persistent institutional selling of H-shares continues to weigh on sentiment.</p><p>Recent disclosures show multiple major foreign institutions, including Value Partners, Greenwoods, Barclays, and Fullgoal Fund, reduced their H-share holdings in late September, lowering aggregate long positions and signaling loosening institutional conviction. This selling pressure has overshadowed the company's forecast of a 100.33% to 107.23% year-over-year surge in nine-month attributable net profit to between 1.45 billion and 1.50 billion yuan, driven by surging AI computing hardware demand.</p><p>Additionally, the company's 36 billion yuan A-share convertible bond issuance application has been accepted by the Shenzhen Stock Exchange, aimed at expanding high-end PCB capacity. However, the near-term share structure remains unstable, and these positive catalysts have not yet offset the ongoing foreign institutional reductions.</p><p>(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.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01989","symbol_name":"广合科技","start_time":0,"source_url":"","article_id":"1175068788","we_media_id":"1054767329","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1175068788","pubTimestamp":1791769403,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Market Focus","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"summary":"On October 12, DELTON fell 5.71% in regular trading, trading at 96.5港元/share, with Turnover of 7168.1万港元. The decline comes despite robust earnings guidance and expansion plans, as persistent...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"01989":"广合科技"},"translate_title":"走势警报|德尔顿常规交易下跌 5.71%，机构 H 股减持掩盖了强劲的盈利和可转换债券进展","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01989":1},"content_text":"On October 12, DELTON fell 5.71% in regular trading, trading at 96.5港元/share, with Turnover of 7168.1万港元. The decline comes despite robust earnings guidance and expansion plans, as persistent institutional selling of H-shares continues to weigh on sentiment.Recent disclosures show multiple major foreign institutions, including Value Partners, Greenwoods, Barclays, and Fullgoal Fund, reduced their H-share holdings in late September, lowering aggregate long positions and signaling loosening institutional conviction. This selling pressure has overshadowed the company's forecast of a 100.33% to 107.23% year-over-year surge in nine-month attributable net profit to between 1.45 billion and 1.50 billion yuan, driven by surging AI computing hardware demand.Additionally, the company's 36 billion yuan A-share convertible bond issuance application has been accepted by the Shenzhen Stock Exchange, aimed at expanding high-end PCB capacity. However, the near-term share structure remains unstable, and these positive catalysts have not yet offset the ongoing foreign institutional reductions.(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.)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.52.0","shortVersion":"4.52.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1175068788","isCrawlerRequest":true}