On September 15, DELTON rose 3.2% in regular trading, trading at HK$122.6/share, with turnover of HK$4.97 million. The stock rebounded after two consecutive sessions of pullback alongside the broader PCB sector.

On the news front, the company disclosed key developments during a survey attended by 172 institutions. Its Huangshi subsidiary recorded revenue of RMB 674 million and net profit of RMB 36.22 million in H1. The factory is undergoing production line renovation and equipment upgrades, positioning it as a major domestic manufacturing base for computing server PCBs. Additionally, the company indicated that PCIe 6.0 server PCBs, which involve significantly higher material grades and process complexity, are expected to begin small-batch shipments this year and ramp to volume production next year, driven by CPU chip launch schedules.

Capital expenditure is projected at RMB 5.0–6.0 billion annually, supported by a convertible bond plan of up to RMB 3.6 billion disclosed in June. Within the Electronic Components sector, KB Laminates rose 3.16%, Kingboard Holdings gained 2.69%, and CCTC advanced 6.09%.

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