Understanding the Market | FIT HON TENG rises over 10% again, NVIDIA's GB200 has achieved ramp-up production, and GB300 will enter sample production in the second half of the year
FIT HON TENG rose over 10% again, as of the time of writing, up 9.4%, priced at HKD 3.49, with a transaction volume of HKD 337 million. In terms of news, Industrial Fulian announced a 39% year-on-year increase in net profit for the first half of the year, and the GB200 series products have achieved mass production ramp-up. CMB International pointed out that as issues such as metal connections, liquid cooling leakage, and heat dissipation bottlenecks are gradually optimized, the mass production of GB200 has accelerated since April, with an expected cumulative total of 7,000 cabinets in the first half of the year. The GB300 is expected to enter sample production in the second half of the year, with mass production anticipated in the fourth quarter, and an estimated total of 20,000-25,000 cabinets for GB200/GB300 for the entire year. The firm noted that global AI server OEM/ODM leaders will continue to benefit, including Industrial Fulian as a first-tier supplier of GB200 servers, as well as manufacturers of server components such as connectors/interfaces, cooling, and power management, including BYD Electronics' AI server products entering mass production and shipment, and FIT HON TENG's GB200/300 server connector products and liquid cooling components
According to Zhitong Finance APP, FIT HON TENG (06088) has risen over 10% again, as of the time of writing, it is up 9.4%, priced at HKD 3.49, with a transaction volume of HKD 337 million.
In terms of news, Industrial Fulian announced a 39% year-on-year increase in net profit for the first half of the year, with the GB200 series products achieving mass production ramp-up. CMB International pointed out that as issues such as metal connections, liquid cooling leakage, and heat dissipation bottlenecks are gradually optimized, the mass production of GB200 has accelerated since April, with an expected cumulative total of 7,000 cabinets in the first half of the year. The GB300 is expected to enter sample production in the second half of the year, with mass production anticipated in the fourth quarter, and an annual estimate of 20,000-25,000 cabinets for GB200/GB300.
The firm noted that global AI server OEM/ODM leaders will continue to benefit, including Industrial Fulian as a first-tier supplier of GB200 servers, as well as manufacturers of server components such as connectors/interfaces, cooling, and power management, including BYD Electronics' mass production and shipment of AI server products, and FIT HON TENG's GB200/300 server connector products and liquid cooling components
