Movement Alert|DELTON Rises 3.1% in Regular Trading, PCB Sector Rebound Coupled with Strong H1 Earnings Growth

Market Focus09:39

On September 4, DELTON rose 3.1% in regular trading, trading at 118.0 HKD/share, with turnover of approximately 7.97 million HKD.

On the news front, the HK-listed PCB and electronic components sector continued its rebound momentum. Among peers, VGT rose 2.79%, Kingboard Holdings gained 1.24%, and KB Laminates added 1.16%, with the broader sector recovery lifting individual stocks.

On the fundamentals side, the company reported H1 revenue of 4.388 billion yuan, up 80.98% year-over-year, and net profit attributable to shareholders of 956 million yuan, up 94.39% year-over-year. AI computing-driven server PCB demand remained robust, new customer acquisition progressed smoothly, and PCIe 6.0 products have commenced small-batch shipments. Meanwhile, Goldman Sachs recently raised its global AI PCB market size forecast by 35% to $13.56 billion, further reinforcing sector optimism. Separately, UBS Group reduced its stake by 88,500 shares on August 28 at an average price of approximately 128.32 HKD per share, bringing its long position down to 11.84%.

(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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