Hong Kong stock movement: DELTON rises 16.63%, benefiting from the price increase of copper-clad laminates and the AI-driven industry supercycle

Hong Kong Stock Movement DELTON rose 16.63%. Based on recent key news: On May 6, DELTON's stock price increased, benefiting from the overall rise of PCB concept stocks. Guangdong Jiantao Laminates Sales Co., Ltd., a subsidiary of Jiantao Group, announced a price increase for copper-clad laminates, driving related stocks up. DELTON's increase reached 16.63%. Source: Zhitong Finance On May 6, the leading company in the copper-clad laminate industry, Jiantao Group, issued a price increase notice, with an adjustment of 10%. This move sparked strong market attention on the demand for high-end copper-clad laminates, significantly benefiting DELTON as a related enterprise. Source: Zhitong Finance On May 6, analyst Ji Yongjie pointed out that the AI-driven super cycle will continue to drive growth in the copper-clad laminate industry, positively impacting DELTON's stock price. Source: Zhitong Finance PCB industry demand is strong, with price increases. Stocks with High Trading Volume in the Industry Jiantao Laminates rose 9.17%. Based on recent key news: On May 6, Jiantao 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, as the market expects the company's profitability to enhance. Source: Zhitong Finance On May 4, Citigroup analysts raised Jiantao Laminates' earnings forecast for 2026-2028 by 15%-17% and increased the target price from HKD 43 to HKD 51, maintaining a buy rating. This analysis boosted market confidence, driving the stock price up. Source: WSJ On May 4, Citigroup analysts pointed out that the average selling price increase of copper foil and glass fiber cloth will support the company's profit growth, with expectations of continued profit enhancement before 2028. This expectation further drove the stock price up. Source: WSJ The demand in the copper-clad laminate industry is strong, with tight supply and demand. Xizhi Technology-P rose 1.39%. Based on recent key news: On May 6, Xizhi Technology saw large transactions involving over HKD 62.445 million, indicating strong market interest in the stock, driving the price up. On May 4, market size forecasts in the field of optical computing showed strong growth potential, and Xizhi Technology, as an industry-leading company, attracted investor attention, benefiting the stock price. On May 5, the overall Hong Kong stock market was in a recovery phase, with strong performance from leading technology stocks. Xizhi Technology, as a hard technology enterprise, benefited from the market's positive expectations for the technology sector. The Hong Kong stock technology sector offers mid-term cost-performance advantages. Shenghong Technology's trading volume was HKD 531 million. Based on recent key news: On May 4, Shenghong Technology established stable cooperative relationships with major raw material suppliers, ensuring stable raw material supply. The company continues to hedge against the impact of raw material price fluctuations through technological innovation and supply chain strategic cooperation, maintaining stable prices for high-end products. Source: Jinshi Data On May 4, Nomura initiated coverage on Shenghong Technology with a "buy" rating and a target price of HKD 479. As a global leader in the AI PCB market, Shenghong Technology benefits from global AI customers' infrastructure investments and product upgrade cycles Source: Economic Information Daily On May 4th, Shenghong Technology ranked first in global AI PCB market revenue, with market share increasing from 1.7% in 2024 to 13.8% in 2025. The company's Hong Kong stock IPO supports global expansion and maintains its leadership position. Source: Economic Information Daily AI PCB demand is strong, and supply chain management is effective. Stocks ranked among the top in industry market capitalization Lens Technology, up 6.46%, with a market capitalization of HKD 95.8 billion, has no significant news recently. Trading is active, and capital flow is evident. Considering the sector and industry trends, this stock shows significant volatility, and specific reasons need further observation