Delton Technology (01989) saw an intraday increase of more than 6%. As of press time, the stock price rose by 5.16% to HK$177.30, with a turnover of HK$153 million.

Recently, Delton Technology released an investor relations activity record, noting that the company has initiated pre-research on PCB products for optical modules. Jiupai Fund has commenced external investments, having already invested in three projects, primarily focused on AI industry hardware and software. Applications related to the PCIe 7.0 platform are still in the pre-research stage, with PCIe 6.0 expected to officially enter mass production after the third quarter. The company currently has ample orders in hand, with strong growth in demand for computing scenarios.

Huaan Securities stated that AI business has become the company's core growth engine, with the product structure continuing to move upmarket. In the general server sector, the company has completed the transition to batch production capability for the PCIe 6.0 platform. In the AI server sector, the company has completed process capability certifications for a series of high-end products including PCIe switch boards (30L+), UBB/IO boards (28L-46L), OAM boards (18L+, 2-8 step HDI), GPU motherboards (24L 6-step HDI), and midplane backplanes (N+M/N+N technology). In the data center switch sector, the company has achieved mass production of 400G and 800G switch boards.