HK Stock Market Move | DELTON(01989) Falls Over 4% in Early Trading; Expects Net Profit to Double YoY for First Three Quarters, with Q3 Down Up to 12% QoQ

DELTON(01989) fell over 4% in early trading. As of press time, it was down 4.26% at HK$99.0, with a turnover of HK$38.9465 million. On the news front, DELTON announced that it expects net profit attributable to shareholders of the listed company for the first three quarters of 2026 to be RMB 1.45 billion to RMB 1.5 billion, representing a year-on-year increase of 100.33% to 107.23%. Data shows that DELTON's Q2 net profit was RMB 563 million. Based on calculations, Q3 net profit is expected to be RMB 494 million to RMB 544 million, representing an estimated quarter-on-quarter decline of 3% to 12%. The announcement stated that the change in performance was mainly due to the company seizing market opportunities brought by the surge in demand for computing hardware, firmly focusing on the computing PCB market for general-purpose servers, AI servers, switching products, and accelerator cards, which led to a steady improvement in operating performance; the overseas factory Thailand Guanghe completed certification by core customers, with production capacity gradually being released and achieving profitability during the reporting period; and the subsidiary Huangshi Guanghe continued to promote cost control and product structure optimization, with profitability improving year on year.