Taiwanese battery-case maker Chien Chuan (3162) posted its best sales month ever in August, and the stock jumped on the news — good for holders and for the electric-car supply chain.

• August sales doubled from a year earlier to a record high, and shares rose over 5% in early trading.
• Sales for the first eight months are up about a third on last year.
• Growing orders tied to Volkswagen and Hyundai are keeping its European plants busy.
• The company is leaning on three growth areas: EV battery cases, factory automation gear, and liquid cooling for AI hardware.

Outlook: Management expects growth to continue this year as its European and Chinese plants keep ramping up.