HK Stock Market Move | DELTON (01989) rose by more than 15% again, with a cumulative increase of over 80% this month. It is expected that net profit in the first quarter will increase by 58% to 66% year-on-year.

DELTON (01989) rose by over 15%, with a cumulative increase of over 80% this month. As of the time of publication, it rose by 7.83% to 163.8 Hong Kong dollars, with a turnover of 303 million Hong Kong dollars. In terms of news, DELTON plans to hold a board meeting on April 29 to consider and pass the first quarter performance. The company previously announced a profit forecast, expecting a net profit attributable to shareholders of the listed company of 3.8 billion to 4 billion yuan in the first quarter of 2026, an increase of 58.09% to 66.41% compared to the same period last year. This growth is mainly attributed to the outbreak of the computing power PCB market, the release of production capacity in the Thai factory, and cost optimization at the Yellowstone subsidiary. Zheshang pointed out that DELTON is one of the leading manufacturers in the global server PCB field. The company is one of the few pure targets that truly benefit deeply from the AI server PCB upgrade cycle. The layout of "three locations and four factories" is gradually taking shape, and the capacity, delivery, and globalization capabilities are entering a new stage. The continuous iteration of AI server platforms is driving the company into a phase of "product upgrade + customer expansion" double benefit.