Delta Electronics' lights hit the daily limit on the 2nd! Shareholders shouted: Brother Da is back
Quick Look
- Delta Electronics (2308)'s revenue in October reached 74.66 billion yuan, an annual increase of 30% and a monthly increase of 14.1%, setting a new single-month historical record.
- The stock price hit the upper limit of 1,275 yuan at the opening on the 10th, and the daily limit was illuminated for the second consecutive trading day.
- The trading volume exceeded 4,700 contracts, and the daily limit buy order exceeded 9,000 contracts.
AI-generated summary
Why It Matters
Delta Electronics is a major power supply manufacturer, with revenue in October reaching 74.66 billion yuan. Power supply and components business accounted for 51%, infrastructure accounted for 36%, automation accounted for 8%, and transportation accounted for 5%.
Delta Electronics (2308) reported another good operating result! Benefiting from October's revenue reaching a record high in a single month, coupled with the rising bullish sentiment in Taiwanese stocks, market buying actively entered the market, which encouraged Delta Electronics to strongly attack the daily limit at the opening of the market today (10th). It opened at 1,275 yuan and then locked it. The daily limit light was turned on for the second consecutive trading day. The strong performance attracted market attention.
Delta Electronics announced on the 9th that its October revenue reached 74.66 billion yuan, a monthly increase of 14.1% and an annual increase of 30%, setting a new single-month historical record. From the perspective of revenue structure, power supply and components are still the main growth drivers, accounting for 51% of monthly revenue; followed by infrastructure, accounting for 36%, automation accounting for 8%, and transportation accounting for 5%. As demand for various businesses continues to grow, legal entities are optimistic that Delta's fourth-quarter operations are expected to hit a new single-quarter high.
As the news of positive revenue fermented, Delta Electronics immediately jumped 115 yuan at the opening of the market today, opening at the daily limit price of 1,275 yuan, and then locked the daily limit. As of 9:51 a.m., the trading volume has exceeded 4,700 contracts, and the number of contracts bought by the daily limit committee has exceeded 9,000 contracts, indicating that the market's willingness to pursue prices is quite strong.
Delta Electronics has hit the daily limit for two days in a row, which also made investors very excited. In the online message area, investors shouted, "Brother Da is back!", "It's so cool, it's the daily limit at the opening!", "I haven't seen the word "lock" for a long time," "Two daily limit numbers have different meanings," and "It's fierce." Some people shouted, "Come on Delta Electric! Let's avenge the shame." Some investors are looking forward to the stock price returning to the 1,500 yuan mark.
Under the dual stimulation of high revenue and the pursuit of market funds, Delta Electronics' short-term stock price has strong momentum. Whether it can continue its upward trend and whether its operating performance in the fourth quarter reaches another peak as expected by the legal person will become the focus of the market.
Open Questions
- Will fourth-quarter operations be able to hit a new single-quarter high as expected by the legal person?
- Can the short-term rise in the stock price continue? Is there a chance it will return to the 1,500 yuan mark?







