HK Stock Market Move | IMPRO PRECISION (01286) increases by more than 12% breaking the ceiling. The logic of power shortage in North America continues to unfold, benefiting the company from the high prosperity of AIDC.

IMPRO PRECISION (01286) rose more than 12%, reaching a high of 7.17 Hong Kong dollars, a new high since its listing. As of the press release, it rose 12.36%, closing at 6.91 Hong Kong dollars with a turnover of 41.3342 million Hong Kong dollars. On the news front, a "power shortage" sparked by AI data centers is sweeping across the United States. Guosheng believes that looking ahead to 2026, AIDC and power shortages will be the core investment themes. Huaxi stated that the rapid development of global AI will lead to a sharp increase in electricity consumption, and the demand for power equipment is expected to remain strong. They place emphasis on the overseas supply shortage areas of transformers and gas turbines, believing that developed markets such as Europe and America have features of high economic prosperity, high profitability, and high barriers to entry. Companies that have access to high-quality channels, leading technological capabilities, and actively establish related production capacity are expected to benefit greatly. Industrial had previously pointed out that IMPRO PRECISION products are used in various industries such as high horsepower engines, construction machinery, agricultural machinery, recreational boats, passenger cars, commercial vehicles, aviation, energy, and medical equipment, with overall demand trending steadily upwards. Particularly, high economic prospects and high profit margins are seen in specific segments such as high horsepower engines and Siasun Robot & Automation. The demand for high horsepower engines is being boosted by AIDC, with the company providing sand mold castings for cylinder blocks for engines to companies such as Caterpillar and Cummins. In the first half of 2025, revenue related to this business segment increased by 48.3% year-on-year to 530 million Chinese yuan, accounting for 21.8% of total revenue. Furthermore, the company has entered the supply chain of Da Vinci surgery Siasun Robot & Automation, and is in talks with overseas humanoid Siasun Robot & Automation companies to enhance long-term opportunities.