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2026-06-29 16:23:01 CLSA issued a research report initiating coverage on the AI PCB sector, assigning an Outperform rating to five Chinese AI PCB/CCL companies. Among them, DELTON (01989.HK) H shares were given a TP of HKD251.4, while DELTON (001389.SZ) A shares were assigned a TP of RMB250. The broker noted that DELTON, as a leading domestic supplier of high-performance server PCBs, possesses outstanding technology and strong customer recognition. The company is expected to benefit from rising demand for high-performance computing and AI servers, as well as increased per-board value driven by PCB specification upgrades. CLSA added that production capacity at DELTON's Guangzhou and Thailand facilities is being gradually released, and its AI-related business is expected to accelerate significantly. The broker forecast DELTON's net profit for FY2026 to FY2028 to reach RMB2.004 billion, RMB2.953 billion and RMB4.198 billion, respectively. Revenue CAGR over the period is projected at 48%, while net profit CAGR is estimated at 60%. In addition, the broker assigned TPs of RMB213 to SYTECH (600183.SH), RMB489.1 to VICTORY GIANT TECHNOLOGY (300476.SZ), RMB190.3 to WUS CIRCUIT (002463.SZ), and RMB507 to SHENNAN CIRCUITS (002916.SZ). (ad/da)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |