On September 22, CFMEE rose 3.67% in regular trading, trading at 376.8 HKD/share, with turnover of approximately 11.34 million HKD. The stock continued its upward momentum as the market digested positive signals from the company's recent half-year earnings briefing.

Chairman Cheng Zhuo stated at the briefing that driven by AI server and high-speed optical module demand, the company's order backlog remains robust, with high-end PCB equipment production schedules fully loaded. Advanced packaging equipment has entered the customer verification and deployment stage, with AI server and related substrate expansion expected to generate incremental equipment demand next year.

On the capacity front, the Phase-II facility — with designed capacity over twice that of Phase I — entered a ramp-up stage in H1 and is set to achieve full capacity release in H2, with Phase I and Phase II running in synergy to accelerate order fulfillment. The company reported H1 revenue of 1.106 billion yuan, up 68.95% year-over-year, with attributable net profit of 281 million yuan, surging 98.13%. PCB business revenue reached 880 million yuan, up 85.4%, while gross margin improved from 40.5% to 42.5%.

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