On September 10, DELTON rose 3.45% in regular trading, trading at 132.1 HKD/share, with turnover of approximately 43.59 million HKD.

On the news front, the PCB sector continued its strong upward momentum. Institutional research indicates that ASIC volumes at major tech firms including Google, Amazon, Meta, OpenAI, and Microsoft are expected to see explosive growth, sustaining high demand for AI server PCBs. Analysts also noted that PCB earnings growth is poised to accelerate starting from Q3, reinforcing the sector's appeal.

On the capital front, Fullgoal Fund purchased 357,000 shares of DELTON on September 7 at an average price of approximately 125.96 HKD per share, raising its long position from 4.46% to 5.24%. Meanwhile, the company recently completed a 96 million RMB capital injection into its wholly-owned subsidiary Huangshi Guanghe Precision Circuit, increasing its registered capital to 876 million RMB.

Fundamentally, DELTON reported H1 revenue of 4.388 billion RMB and net profit of 956 million RMB, driven by robust AI computing demand for server PCBs.

(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.)