Hong Kong Stock Movement

DELTON surged 21.66%. Based on recent key news:

1. On July 28, DELTON's stock price rose against the backdrop of a sharp decline in PCB concept stocks. Despite the industry's risk of overcapacity and expansion waves, DELTON's high-end capacity layout may have gained market recognition, driving the stock price up by 21.66%. Data source: Zhitong Finance

2. On July 28, the company made significant progress in ESG governance, obtaining ISO 56005 international standard certification for innovation management intellectual property and establishing a comprehensive ESG governance framework. These achievements may have enhanced investor confidence, further driving the stock price up. Data source: AI-generated content

3. On July 28, adjustments in market expectations for AI infrastructure investment may have indirectly affected DELTON's market performance. Although expectations for AI capital expenditures were corrected, DELTON's high-end capacity layout is still viewed positively by the market. Data source: Zhitong Finance PCB industry expansion wave, risk of overcapacity.

Stocks with High Trading Volume in the Industry

Jiang Tao Laminated Board rose 15.99%. Based on recent key news:

1. On July 30, Jiang Tao Laminated Board announced a profit warning, expecting to record a net profit of over HKD 2.8 billion for the six months ending June 30, 2026, an increase of over 200% compared to the same period in 2025. The significant increase in net profit is mainly due to the continued supply shortage of copper-clad laminates and their upstream materials, with product prices generally rising significantly, and sales of copper-clad laminates also recording growth compared to the same period in 2025. Source: Zhitong Finance

2. On July 31, Jiang Tao Laminated Board announced that the expected interim net profit exceeds HKD 2.8 billion, more than doubling compared to the same period last year. The group indicated that the significant increase in net profit is mainly due to the continued supply shortage of copper-clad laminates and upstream materials, with product prices generally rising significantly, and sales of copper-clad laminates recording growth. Source: Economic Information Agency

3. On July 30, Jiang Tao Laminated Board announced that it expects to record a net profit of over HKD 2.8 billion for the six months ending June 30, 2026, an increase of over 200% compared to the same period in 2025. The significant increase in net profit is mainly due to the continued supply shortage of copper-clad laminates and their upstream materials, with product prices generally rising significantly, and sales of copper-clad laminates recording growth compared to the same period in 2025. Source: Viewpoint Network The overall performance of the industry is strong, with robust market demand.

Jiang Tao Group rose 8.08%. Based on recent key news:

1. On July 31, Jiang Tao Group announced that the expected interim net profit exceeds HKD 2.7 billion, an increase of about 4% compared to the same period last year. The profit from the copper-clad laminate business has more than doubled, driving overall profitability up. The investment business incurred a loss of about HKD 500 million, but performance has rebounded to last year's level following a market recovery. Source: Zhitong Finance

2. On July 30, Jiang Tao Group announced that it expects a net profit of over HKD 2.7 billion in the first half of 2026, an increase of about 4% compared to the same period in 2025. The supply shortage of copper-clad laminates and upstream materials, along with significant price increases, has driven profit growth Source: Zhitong Finance

On July 29, Taiwan Semiconductor Manufacturing Company announced its second-quarter financial report, benefiting from the high demand for advanced materials in AI products, with revenue reaching a record high for a single quarter. By 2025, Taiwan Semiconductor's revenue has surpassed that of Shengyi and Kingboard, becoming the global leader in the CCL industry. Source: Prismark The overall industry performance is strong, with robust demand for AI products.

Shenghong Technology rose by 10.64%, with a transaction volume reaching HKD 272 million, and there have been no significant news recently. The trading is active, and the capital flow is evident. Considering the sector and industry trends, the stock shows significant volatility, and the specific reasons need further observation.

Stocks ranked among the top in industry market capitalization

Luxshare Precision rose by 2.50%. Based on recent key news:

1. On July 27, Luxshare Precision's board of directors decided to uniformly adopt Chinese Accounting Standards for financial reporting starting from the 2026 semi-annual financial report. This move will enhance the consistency of financial reporting and disclosures, improve operational efficiency, and reduce compliance and audit costs. Following this announcement, the stock price increased by 2.50%.

2. On July 21, Bank of New York Mellon significantly reduced its holdings in Luxshare Precision's H shares, with its shareholding ratio dropping from 11.28% to 3.36%. Although BOCI gave a "Buy" rating and set a target price of HKD 78.30, the reduction news caused the stock price to drop by more than 8% at one point.

3. Recently, Luxshare Precision's opportunities in AI communications, data centers, and automotive electronics have been viewed positively, with analysts giving optimistic ratings, further driving up the stock price. The overall industry performance is good, with significant capital inflow