On September 23, CFMEE rose 3.26% in regular trading, trading at 368.2 HKD/share, with turnover of 19.944 million HKD.

The stock continues to be buoyed by robust high-end PCB equipment demand and imminent Phase 2 capacity release. Chairman Cheng Zhuo previously stated at the H1 earnings briefing that orders remain full, driven by AI server and high-speed optical module demand, with advanced packaging equipment entering customer verification. The Phase 2 production base, designed at over twice Phase 1 capacity, is set to enter full release in H2, with coordinated operations expected to accelerate order delivery.

Fundamentally, CFMEE reported H1 revenue of 1.106 billion yuan, up 68.95% year-over-year, with attributable net profit of 281.4 million yuan, surging 98.13%. Gross margin improved to 42.5% from 40.5% a year earlier, while operating cash flow turned positive at 326 million yuan. PCB business contributed 880 million yuan, accounting for 79.6% of total revenue. Currently, 10 institutions have issued ratings, with 9 giving buy recommendations and an average target price of 519.23 yuan.

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