The Zhitong Finance App learned that Chipboard (09630) rose by more than 5%. As of press release, it had risen 5.09% to HK$351, with a turnover of HK$101 million.

According to news, in the first half of this year, Chipboard achieved revenue of about 1,106 billion yuan, an increase of 68.95% over the previous year; net profit to mother was about 281 million yuan, an increase of 98.13% over the previous year. During the reporting period, benefiting from the AI computing power industry chain, high-end PCB capital expenditure increased sharply, and the volume and price of high-end LDI equipment rose sharply; advanced packaging lithography equipment achieved order delivery to form an additional volume, compounded the release of production capacity and improved delivery capacity at the Phase II base, and the resonance of domestic and foreign demand led to an increase in revenue.

According to the Guosheng Securities Research Report, in terms of advanced packaging equipment, the WLP2000 series has been supplied in batches to leading domestic sealing and testing companies (WLP2000P has a minimum line width of 2 μm and has been successfully introduced into the production lines of many advanced packaging manufacturers); the PLP series delivery volume has increased significantly year-on-year (PLP2000 has received orders from important customers), and the revenue side is expected to increase in the second half of the year.

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