Stock Track | BYD Electronic Soars 5.14% Intraday on AI Computing Infrastructure and Optical Module Business Momentum

Stock Track07-21

BYD Electronic's stock surged 5.14% during Tuesday's intraday trading session, reflecting strong investor interest in the company's growth prospects.

The stock movement follows positive developments in BYD Electronic's AI computing infrastructure business, which recently reported revenue of approximately 943 million yuan, representing a 31.70% year-over-year increase. The company's exhibition at the World Artificial Intelligence Conference (WAIC) has sustained market attention on this segment, with China Post Securities maintaining a Buy rating on the stock.

Additionally, the company's optical module business has drawn significant investor interest, with 800G optical modules achieving mass production capability and commencing deliveries, while 1.6T products remain in the verification stage. BYD Electronic is also making progress in liquid cooling products, which have completed relevant certifications and entered small-batch trial production, while power supply products continue to advance steadily. The company is building comprehensive solutions for AI data centers covering servers, liquid cooling, power management, and high-speed interconnects, with a target business scale exceeding 10 billion yuan over the next two to three years.

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