HK Stock Market Move | Shenzhen Hans CNC Technology (03200) rises over 6%; AI PCB equipment's contribution to the company's full-year revenue will increase to 60%.

Shenzhen Hans CNC Technology (03200) rose over 6%, up 6.49% as of press time, at HK$105.8, with a turnover of HK$57.9244 million. Citi released a research report stating that it recently exchanged views with Zhou Xiaodong, the board secretary of Shenzhen Hans CNC Technology. Although revenue contribution from ultrafast laser drilling equipment in the first half of 2026 was less than expected, company management is quite confident that demand can be released in the second half of 2027, and estimates that total industry demand next year could reach 1,000 units. Citi quoted Zhou Xiaodong as pointing out that CO2 laser drilling equipment may have an opportunity to penetrate the AI PCB supply chain, due to tight supply from the industry's major supplier Mitsubishi Electric. Zhou Xiaodong also revealed that the contribution of AI PCB equipment to full-year revenue will rise from more than 50% in the first half to 60%. Citi believes that Shenzhen Hans CNC Technology can benefit from the strong growth in AIDC demand and the migration of PCB technology.