DELTON (01989) released its interim results with a net profit attributable to shareholders of 956 million yuan, a year-on-year increase of 94.39%.

DELTON (01989) announced its interim results for the six months ending June 30, 2026. The group achieved operating revenue of 4.388 billion yuan, a year-on-year increase of 80.98%; net profit attributable to shareholders of the listed company was 956 million yuan, a year-on-year increase of 94.39%; basic earnings per share were 2.1394 yuan. During the reporting period, the Guangzhou factory, as the company's main manufacturing base, overcame bottleneck processes through continuous technological upgrades and deepened digitalization, leading to further improvements in capacity and technical capability, which helped optimize product structure and significantly enhance delivery competitiveness. While the revenue scale expanded, profitability and operational efficiency indicators maintained healthy growth. Currently, a new round of technological upgrades at the Guangzhou factory is progressing in an orderly manner, with new capacity expected to be released in the second half of the year to meet the growing customer demand and alleviate the current capacity constraints. During the reporting period, the construction of the company's "Cloud Engine Intelligent Manufacturing Base Project" is progressing smoothly, with production expected to commence by the end of November 2026, laying the capacity foundation for high-end GPU products in 2027. The project is positioned for AI computing power applications, planning to have mass production capabilities for samples within 100 layers, ultra-high multi-layer PCBs ranging from 18 to 78 layers, and 5 to 7 levels of HDI, along with supporting M-Sap processes, focusing on the R&D and manufacturing of high multi-layer and high-end HDI products in the future. Currently, the company has begun preparatory work for the "Cloud Engine Intelligent Manufacturing Base Project (Phase II)." During the reporting period, the Thailand factory focused 100% on high-end products for computing power server motherboards, closely aligning with overseas customer needs. With advantages in intelligent and automated production, it achieved excellent profitability under high utilization and yield rates. The construction of the Thailand factory is progressing in an orderly manner, and new capacity is expected to be added in Q4 2026, which will further boost the overall output value and profitability of the Thailand factory. During the reporting period, the company focused on its computing power application strategy, continuously promoting the certification work for core customers. All departments collaborated closely and efficiently cooperated with customer reviews, laying a solid foundation for the subsequent conversion of mass production orders and deep cooperation.