Changes in Hong Kong stocks | Chipboard Micropack (09630) opened low and rose more than 5%, and the volume and price of high-end LDI equipment rose sharply, and advanced packaging is expected to accelerate release

The Zhitong Finance App learned that Chipboard (09630) opened low and went high today, rising more than 5% at one point. As of press release, it rose 4.56% to HK$362.4, with a turnover of HK$398.657 million.

According to the news, Chipboard's revenue for the first half of the year was 1,106 billion yuan, up 68.95% year on year; net profit to mother was 281 million yuan, up 98.13% year on year. The increase in performance mainly benefited from the AI computing power industry chain driving up capital expenditure for high-end PCBs, and the volume and price of high-end LDI equipment rose sharply; at the same time, advanced packaging lithography equipment achieved order fulfillment to form an additional volume, compounded the increase in production capacity release and delivery capacity improvements at the Phase II base, and the resonance of domestic and foreign demand led to an increase in revenue.

Dongwu Securities believes that demand for AI computing power is driving the popularity of high-end PCBs and advanced packaging equipment to continue to rise, the volume and price of the company's high-end LDI equipment has risen sharply, the batch introduction of WLP, PLP and IC carrier board equipment has accelerated, and the second growth curve is gradually being realized. With the complete release of the second phase of production capacity, relief of delivery bottlenecks, and accelerated expansion of overseas markets, the company's order transformation and performance growth are expected to continue.