--- title: "Hong Kong stock movement: DELTON rises 16.74%, price increase of copper-clad laminates sparks market enthusiasm, AI cycle boosts sustained demand" type: "News" locale: "en" url: "https://longbridge.com/en/news/285321745.md" description: "DELTON rose 16.74%; Jintao Laminates rose 6.17%, with a transaction amount reaching HKD 1.649 billion; Xizhi Technology-P fell 5.01%, with a transaction amount reaching HKD 1 billion; Shenghong Technology had a transaction amount of HKD 891 million; Lens Technology rose 8.16%, with a market value reaching HKD 97.3 billion" datetime: "2026-05-06T06:26:39.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285321745.md) - [en](https://longbridge.com/en/news/285321745.md) - [zh-HK](https://longbridge.com/zh-HK/news/285321745.md) --- # Hong Kong stock movement: DELTON rises 16.74%, price increase of copper-clad laminates sparks market enthusiasm, AI cycle boosts sustained demand **Hong Kong Stock Movement** DELTON rose 16.74%. Based on recent key news: 1. On May 6, PCB concept stocks continued to rise, with DELTON increasing by 7.78%. A subsidiary of the Kintor Group announced a price increase for copper-clad laminates, driving related stocks up. Zhitong Finance 2. On May 5, the leading company in the copper-clad laminate industry, Kintor Group, issued a price increase notice, with an adjustment of 10%. This move sparked market expectations for continued growth in demand for high-end copper-clad laminates, pushing DELTON's stock price up. Zhitong Finance 3. On May 4, analysts pointed out that the AI-driven super cycle will last for 3-5 years, supporting demand for high-end copper-clad laminates. Market expectations for future supply-demand tightness increased, benefiting DELTON's rise. Zhitong Finance The demand in the copper-clad laminate industry is strong, and prices are being adjusted. **Stocks with High Trading Volume in the Industry** Kintor Laminates rose 6.17%. Based on recent key news: 1. On May 6, Kintor Laminates announced a price increase for FR-4 copper-clad laminates and PP prepregs, with an increase of 10%. This move drove the stock price up, reflecting a positive market response to the price adjustment. Zhitong Finance 2. On May 4, Citigroup analysts expected Kintor Laminates to raise average selling prices during 2Q-3Q, driving company profit growth. Analysts raised their earnings forecasts for 2026-2028 by 15%-17% and increased the target price to HKD 51. WSJ 3. On May 4, Citigroup analysts noted that Kintor Laminates' production is constrained by tight loom supply, which is expected to affect product output, but demand remains strong. This factor is seen as a potential driver for the stock price increase. WSJ The demand in the copper-clad laminate industry is strong, and supply-demand is tight. Xizhi Technology-P fell 5.01%. Based on recent news: 1. On May 6, Xizhi Technology experienced large transactions, with two transactions totaling over HKD 62.445 million, indicating high market attention on the stock, leading to price fluctuations. 2. On May 4, the market outlook for the optical computing field is optimistic, but Xizhi Technology needs to rely on actual performance to support its valuation. After the industry boom fades, the company's profitability becomes key, and market concerns about its future performance affect the stock price. 3. On May 5, the Deputy General Manager of the International Business Department of Great Wall Fund stated that Hong Kong stocks are at historically low valuations, but hard tech companies like Xizhi Technology face global market competition, leading investors to adopt a wait-and-see attitude regarding their future profitability, resulting in a stock price decline. Hong Kong stocks are undervalued, and hard tech is competitive. Shenghong Technology's trading volume reached HKD 891 million. 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. This keeps the prices of the company's high-end products relatively stable 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, is well-positioned to benefit from the intensive infrastructure investments and accelerated product upgrade cycles of global AI customers. The company is expected to achieve a compound annual growth rate of 54% in revenue and 61% in profit 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. The demand for AI PCBs is strong, and supply chain management is effective. **Stocks ranked among the top in industry market capitalization** Lens Technology, up 8.16%, with a market capitalization of HKD 97.3 billion, has no significant news recently. The trading is active, with clear capital flows. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation ### Related Stocks - [01989.HK](https://longbridge.com/en/quote/01989.HK.md) - [01888.HK](https://longbridge.com/en/quote/01888.HK.md) - [01879.HK](https://longbridge.com/en/quote/01879.HK.md) - [02476.HK](https://longbridge.com/en/quote/02476.HK.md) - [06613.HK](https://longbridge.com/en/quote/06613.HK.md) ## Related News & Research - [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md) - [AI disruptor listed on CNBC 50 for third year in a row.](https://longbridge.com/en/news/286901079.md) - [Jack Antonoff tells people who are making AI art to 'drive right off that cliff'](https://longbridge.com/en/news/286592426.md) - [06:07 ETStandardC Launches AI Platform for Financial Institutions, Where Customer PII Is Never Shared With AI Models (Patent Pending)](https://longbridge.com/en/news/286892045.md) - [06:00 ETWiseStamp Launches the Industry's First AI-Powered Email Signature Platform, Eliminating the Gap Between Brand Design and Instant Deployment](https://longbridge.com/en/news/286750604.md)