Hot Stock: Matsukawa Seimitsu Boosted by AI Demand, Operating Revenue Soars, Weekly Gain of 24%

Driven by strong AI demand, Matsukawa Seimitsu (7788-TW), which covers data center inverters, server power supplies, and UPS (uninterruptible power supplies) as well as high-voltage, high-current products, has seen a significant increase in shipments starting from the second half of 2025. This has boosted Matsukawa's revenue growth and led to continuous new highs. On July 7, the stock price once hit the upper limit of 239.5 yuan and closed at 235 yuan, with a weekly gain of 24.01% and standing above all moving averages.

Matsukawa's revenue has continuously set new highs for three consecutive quarters. According to statistical data, the shipment value of data center inverters, server power supplies, and UPS (uninterruptible power supplies) accounted for 17% of revenue in the first half of 2026, totaling 7 billion yuan. This is a significant 80% increase from 3.88 billion yuan in the same period of 2025, and this growth trend is expected to continue.

Matsukawa Seimitsu's revenue for the first and second quarters of this year also set new highs. The revenue for January-June 2026 was 4.117 billion yuan, up 27.32% year-over-year. On July 7, the stock price once hit the upper limit of 239.5 yuan and closed at 235 yuan. The daily line has been red for 5 consecutive days, with a weekly gain of 24.01% and standing above all moving averages. The technical pattern is bullish, and the MACD turned red on July 7, with short-term support at the 5-day line of 211 yuan.