--- title: "Hong Kong Stock Movement: DELTON rises 13.43%, driven by copper-clad laminate price increases and an AI-driven supercycle boosting stock prices" type: "News" locale: "en" url: "https://longbridge.com/en/news/285300378.md" description: "DELTON rose 13.43%; Kingboard Laminates rose 9.33%, with a transaction amount reaching HKD 1.059 billion; Xizhi Technology-P rose 3.14%, with a transaction amount reaching HKD 598 million; Shenghong Technology rose 0.25%, with a transaction amount reaching HKD 520 million; Lens Technology rose 6.87%, with a market value reaching HKD 96.1 billion" datetime: "2026-05-06T02:47:49.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285300378.md) - [en](https://longbridge.com/en/news/285300378.md) - [zh-HK](https://longbridge.com/zh-HK/news/285300378.md) --- # Hong Kong Stock Movement: DELTON rises 13.43%, driven by copper-clad laminate price increases and an AI-driven supercycle boosting stock prices **Hong Kong Stock Movement** DELTON rose 13.43%. Based on recent key news: 1. On May 6, DELTON's stock price increased, mainly benefiting from the announcement of a price hike by its parent company, Kingboard Chemical Holdings Ltd., a leader in the copper-clad laminate industry. Kingboard Laminates Sales Co., Ltd. raised the prices of FR-4 copper-clad laminates and PP prepregs by 10%, driving related concept stocks up. Zhitong Finance 2. On May 6, PCB concept stocks rose overall, with DELTON benefiting as one of them. Industry analysts pointed out that the AI-driven super cycle will continue, with strong demand for high-end copper-clad laminates expected, and the supply-demand tightness may last until 2027. Zhitong Finance 3. On May 6, market attention towards the copper-clad laminate and upstream materials industry chain increased, positively impacting DELTON's stock price. Analysts suggested paying attention to the continued growth potential of the related industry chain. The demand for copper-clad laminates is strong, and supply-demand is tight. **Stocks with High Trading Volume in the Industry** Kingboard Laminates rose 9.33%. Based on recent news, 1. On May 6, Kingboard Chemical Holdings Ltd.'s subsidiary, Guangdong Kingboard Laminates Sales Co., Ltd., issued a price increase notice, raising the prices of FR-4 copper-clad laminates and PP prepregs by 10%. This move triggered market expectations for improved profitability, driving the stock price up. 2. On May 4, Citigroup analysts raised their earnings forecast for Kingboard Laminates for 2026-2028 by 15%-17% and increased the target price from HKD 43 to HKD 51. Analysts believe that the rise in average selling prices of copper-clad laminates and fiberglass cloth will support the company's performance growth. 3. On May 4, Citigroup analysts pointed out that the recent decline in Kingboard Laminates' stock price provides a buying opportunity, expecting the company to rapidly increase the average selling prices of copper-clad laminates, fiberglass cloth, and copper foil during the peak seasons in the second and third quarters, driving profit growth. The demand for copper-clad laminates is strong, and supply-demand is tight. Xizhi Technology-P rose 3.14%. Based on recent news, 1. On May 6, Xizhi Technology-P saw two large transactions, with a transaction amount exceeding HKD 62.445 million. This indicates increased interest from institutional investors in the stock, driving the price up. 2. On May 4, the market outlook for optical computing was optimistic, with the Chinese optical computing product market expected to grow significantly. As a key player in the industry, Xizhi Technology benefits from this trend, leading to a rise in stock price. 3. On May 4, Frost & Sullivan data showed expectations for rapid growth in the global optical interconnect market and the Chinese optical computing market, further enhancing investor confidence in Xizhi Technology, driving the stock price up. The optical computing market has a broad outlook, and the industry is growing rapidly. Shenghong Technology rose 0.25%. Based on recent news, 1. On May 4, Shenghong Technology stated that the company has established stable cooperative relationships with major raw material suppliers, ensuring stable raw material supply. Raw material costs are one of the important factors affecting the pricing of the company's products. The company continuously hedges against the impact of raw material price fluctuations through technological innovation and strategic cooperation in the supply chain, ensuring stable prices for high-end products 2. On May 4th, Nomura initiated coverage of Shenghong Technology with a "Buy" rating and a target price of 479 yuan. Nomura believes that Shenghong Technology, as one of the leaders in the global AI PCB market, will benefit from infrastructure investments and product upgrade cycles from global AI customers. The compound annual growth rates for revenue and profit are expected to be 54% and 61%, respectively, for the fiscal years 2026-28. 3. On May 4th, Nomura's report indicated that Shenghong Technology ranked first in global AI PCB market revenue in the first half of 2025 with a market share of 13.8%, a significant increase from 1.7% in 2024. The company's recent Hong Kong IPO is an important milestone in its global expansion and will help maintain its leadership position. Demand for AI PCBs is strong, and supply chain management is effective. **Stocks ranked among the top in industry market capitalization** Lens Technology, up 6.87%, with a market capitalization of HKD 96.1 billion, has no significant news recently. The trading is active, and the capital flow is evident. 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