HK Stock Market Move | INNOSCIENCE (02577) rises by over 7% again, and the proportion of HVDC power supply in AI data centers is expected to gradually increase.
Eternal Asia Supply Chain Management Ltd. (02577) rose by more than 7% again, as of the time of publication, up by 4.07% to 87 Hong Kong dollars, with a turnover of 1.475 billion Hong Kong dollars.
INNOSCIENCE (02577) surged over 7% again, rising 4.07% to 87 Hong Kong dollars as of the end of the report, with a turnover of 1.475 billion Hong Kong dollars.
On the news front, NVIDIA has established the 800V high-voltage direct current (HVDC) architecture as the core power supply solution for the next generation AI factory at the 2025 technology conference. Industrial pointed out that with the increasing power of servers, it is expected that the proportion of HVDC in power supply for AI data centers will gradually increase.
Public information shows that INNOSCIENCE is the only Chinese local enterprise in NVIDIA's 800V system supplier list. It has recently successfully supplied Google, and its 8-inch gallium nitride wafer production line capacity has increased from 13,000 pieces per month to 20,000 pieces. Soochow stated that as the penetration rate of GaN in data centers and humanoid Siasun Robot & Automation fields continues to increase, the company's performance is expected to maintain a strong growth trend.
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HK Stock Market Move | Photovoltaic stocks across the board are falling, with Delixi and Longji canceling a 5.5 billion yuan photovoltaic glass order. Institutions point out that the industry's capacity clearing is progressing slowly.
NIO's Hong Kong stocks surged more than 7% at the opening, NIO ES9 has started nationwide user test drives and is about to go public.
On May 13, China Sanjiang (02198) spent HK$2.5619 million to repurchase 502,000 shares.
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