On August 17, DELTON rose 3.07% in regular trading, trading at HK$144.2/share, with turnover of HK$98.47 million. The stock advanced alongside a broad PCB sector rally, supported by upgraded industry forecasts and robust interim results.

On the news front, Goldman Sachs recently raised its global AI PCB market size forecast by 35% to US$13.56 billion, with ASIC server PCB projections lifted 60%. The bank expects the global AI PCB market to exceed US$37.5 billion by next year, with average selling prices rising from US$5,833 per square meter in 2025 to US$10,258 this year. Within the Electronic Components sector, KB Laminates surged 7.46%, Kingboard Holdings gained 7.02%, and VGT rose 3.65%.

On fundamentals, DELTON reported H1 revenue of RMB 4.388 billion, up 80.98% year-over-year, with net profit of RMB 956 million, up 94.39%. Computing scenario PCB revenue accounted for 83.6% of total sales, growing 104.4% year-over-year. Q2 standalone net profit reached RMB 563 million, up 124.13% year-over-year. The company also announced plans to issue up to RMB 3.6 billion in convertible bonds to expand high-end capacity.

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