Financial Data and Key Metrics Changes - Revenue grew by 13.6%, reaching HKD 45.5 billion, while profit attributable to equity shareholders increased by 34.7%, reaching HKD 610 million, with an EPS of HKD 0.04406 and ROE of 13.7%, significantly higher than the Hang Seng Index average ROE of 10.94% [2] - The company has experienced a steady growth in revenue since being listed, with a CAGR of 24% and an average annual growth rate of 28% for net profit [3] Business Segment Data and Key Metrics Changes - Enterprise Systems revenue increased by 14.1%, from 22.5 billion yen to 25.7 billion yen, while Consumer Electronics grew by 7.5%, from 15.9 billion yen to 17.2 billion yen [5] - Cloud computing revenue grew exponentially by 67.9%, from 1.56 billion yen to 2.61 billion yen [6] Market Data and Key Metrics Changes - North Asia revenue increased from 26.4 billion yen to 28.7 billion yen, while Southeast Asia grew by 22.5%, from 13.6 billion yen to 16.7 billion yen [6] - Southeast Asia saw significant growth in various countries: Thailand (50%), Philippines (45.4%), Malaysia (31%), and Indonesia (30%), with Singapore experiencing a revenue decrease of 19% [9][10] Company Strategy and Development Direction - The company aims to become one of the largest ICT industry solutions technology platforms in the Asia Pacific region, focusing on digital construction and maintaining a leading position in the industry [14] - The strategy includes enhancing operational efficiency and digitalization while creating sustainable social values [14] Management's Comments on Operating Environment and Future Outlook - Management highlighted the strong demand for AI computing, which has driven revenue growth, particularly in Southeast Asia, and expressed confidence in the sustainability of this growth [19] - The company is cautious about the operating risks due to Sino-U.S. trade conflicts but sees opportunities in domestic products for Southeast Asia [17] Other Important Information - The company maintains a stable dividend payout policy at around 35% and has no immediate plans to increase the payout ratio despite strong growth [30] - There are ongoing considerations for M&A expansions, with a strong intention to speed up the process [31] Q&A Session Summary Question: Regarding AI trends and Southeast Asia opportunities - Management noted that AI computing demand has driven revenue growth in Southeast Asia, with infrastructure computing demand being a significant factor [18] Question: Details on CloudStar's business development - Management discussed the advantages of CloudStar in multi-cloud management and scheduling, emphasizing increased investment in R&D and AI capabilities [23] Question: Future dividend strategy - The company plans to maintain a stable dividend payout ratio at around 35% and balance business development with dividend payouts [30] Question: Revenue guidance for the next few years - Management indicated that while forecasting business in China is challenging, there are many opportunities in overseas markets, particularly in Southeast Asia [32]

Financial Data and Key Metrics Changes - Revenue grew by 13.6%, reaching HKD 45.5 billion, while profit attributable to equity shareholders increased by 34.7%, reaching HKD 610 million, with an EPS of HKD 0.4406 and ROE of 13.7%, significantly higher than the Hang Seng Index average ROE of 10.94% [3] - The company has maintained a steady growth in revenue since being listed, with a CAGR of 24% and an average annual growth rate of 28% for net profit [4] Business Segment Data and Key Metrics Changes - Enterprise Systems revenue increased by 14.1%, from 22.5 billion yen to 25.7 billion yen, while Consumer Electronics grew by 7.5%, from 15.9 billion yen to 17.2 billion yen [6] - Cloud computing revenue grew exponentially by 67.9%, from 1.56 billion yen to 2.61 billion yen [7] Market Data and Key Metrics Changes - North Asia revenue increased from 26.4 billion yen to 28.7 billion yen, while Southeast Asia grew by 22.5%, from 13.6 billion yen to 16.7 billion yen [7] - Southeast Asia saw significant growth in various countries: Thailand (50%), Philippines (45.4%), Malaysia (31%), and Indonesia (30%), with Singapore experiencing a revenue decrease of 19% [10][11] Company Strategy and Development Direction - The company aims to become one of the largest ICT industry solutions technology platforms in the Asia Pacific region, focusing on digital construction and maintaining a leading position in the industry [15] - The strategy includes enhancing cross-border payment efficiency through innovative technologies like stablecoins and creating value in the digital economy [2] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the sustainable growth of AI computing demand, which has driven revenue in Southeast Asia [20] - The company plans to continue investing in AI and cloud capabilities, with expectations of further growth in these areas [24][30] Other Important Information - The company maintains a stable dividend payout policy at around 35% and has no immediate plans to increase the payout ratio [31] - There are ongoing considerations for M&A expansions, with a strong intention to accelerate the process [32] Q&A Session Summary Question: Regarding AI and Southeast Asia strategy amidst trade conflicts - Management highlighted that AI infrastructure demand has positively impacted revenue, and they are exploring opportunities for domestic products in Southeast Asia [19] Question: Details on CloudStar's business development - Management discussed the advantages of CloudStar in multi-cloud management and the ongoing investments in R&D and AI capabilities [24] Question: Future prospects for AI business and revenue growth - Management acknowledged the unexpected 76% growth in AI business and emphasized continued investment in this area [30] Question: Dividend strategy and M&A plans - The company confirmed a stable dividend policy and expressed strong intentions for M&A expansions [31][32] Question: Revenue guidance for the next two to three years - Management indicated challenges in forecasting business in China but noted opportunities in overseas markets, particularly in Southeast Asia [33]

Group 1 - The company reported a consolidated revenue of approximately HKD 45.515 billion for the first half of 2025, representing a year-on-year growth of 13.55% [2] - The consumer electronics segment saw a revenue increase of 7.49% to HKD 17.191 billion, while the enterprise systems segment grew by 14.09% to HKD 25.704 billion [2] - The cloud computing segment experienced significant growth, with revenue rising by 67.88% to approximately HKD 2.620 billion [2] Group 2 - The company's gross profit for the reporting period was HKD 2.164 billion, reflecting a year-on-year increase of 21.93%, with a gross profit margin rising to 4.75% [2] - Operating profit reached HKD 0.928 billion, marking a year-on-year growth of 19.69% [2] - Profit attributable to equity holders was approximately HKD 0.610 billion, which is a year-on-year increase of 34.67% [2]

【财华社讯】伟仕佳杰(00856.HK)公布，截至2025年6月30日止六个月，收益约455.15亿港元，同比增 长13.55%；公司权益持有人应占溢利约6.1亿港元，同比增长34.67%；基本每股盈利44.06港仙。不派中 期息。 本文源自：财华网 ...

Core Viewpoint - The company reported strong financial performance for the six months ending June 30, 2025, with significant growth in revenue and net profit, driven by its strategic focus on the ICT sector and international expansion, particularly in Southeast Asia [1][2][5] Group 1: Financial Performance - The company achieved a revenue of HKD 45.5 billion, representing a year-on-year increase of 13.6% [1] - The net profit after tax was approximately HKD 610 million, reflecting a year-on-year growth of 34.7% [1] - The return on equity (ROE) stood at 13.7% [1] Group 2: Regional Performance - North Asia contributed approximately HKD 28.8 billion to revenue, accounting for 63% of total revenue, while Southeast Asia contributed about HKD 16.7 billion, making up 37% [1] - Southeast Asia emerged as a key growth area, with a revenue increase of 22.5% during the reporting period [2] - Notable revenue growth in Southeast Asia included 50% for Thailand, 45% for the Philippines, 31% for Malaysia, and 30% for Indonesia [2] Group 3: Strategic Partnerships and Market Expansion - The company significantly boosted its Apple business in Southeast Asia, achieving a remarkable growth rate of 104% [2] - The company supported numerous Chinese enterprises in expanding overseas, with domestic brand revenue in Southeast Asia increasing by 35% [3] - Huawei's business saw a substantial growth of 46%, with Indonesia and the Philippines experiencing increases of 194% and 171%, respectively [3] Group 4: Cloud Business Growth - The cloud computing segment experienced a robust growth of 67.9%, with Alibaba Cloud growing by 156% and Amazon Cloud by 293% [4] - The company became the exclusive distributor for VMware in May 2024, leading to a 295% increase in related revenue [4] - The subsidiary, Jiajie Cloud Star, reported a 63% increase in revenue, providing customized solutions in multi-cloud management and AI computing [4] Group 5: Domestic Market Development - Revenue in the China region grew by 8.9%, with a focus on localizing business operations [5] - The company established stable partnerships with domestic manufacturers, achieving over 70% market share for domestic brands [5] - The domestic business in computing power saw a 26% increase, supported by collaboration with Huawei [5] Group 6: Future Outlook - The company plans to continue its innovation-driven approach and explore new business models, including partnerships with third-party service providers [6] - There is an intention to expand into the field of embodied intelligence [7] - The company aims for sustainable development and value creation for shareholders and society [7]

Core Viewpoint - The company achieved a revenue of HKD 45.515 billion for the six months ending June 30, 2025, representing a year-on-year increase of 13.55% [1] - The profit attributable to equity holders was HKD 610 million, reflecting a year-on-year increase of 34.67% [1] - Basic earnings per share were HKD 0.4406 [1] Group Strategy - The company will continue to implement strategies aimed at increasing market share and diversifying the range of products and services offered [1] - This approach will assist the company in focusing on the product variety and development across all business segments [1] - The company plans to leverage its extensive product portfolio and network to drive further growth [1]

Core Viewpoint - The company reported a revenue of HKD 45.515 billion for the six months ending June 30, 2025, representing a year-on-year increase of 13.55% [1] - The profit attributable to equity holders was HKD 610 million, reflecting a year-on-year increase of 34.67% [1] - Basic earnings per share were HKD 0.4406 [1] Summary by Categories - **Financial Performance** - Revenue reached HKD 45.515 billion, up 13.55% year-on-year [1] - Profit attributable to equity holders increased to HKD 610 million, a rise of 34.67% year-on-year [1] - Basic earnings per share stood at HKD 0.4406 [1] - **Strategic Initiatives** - The company will continue to execute strategies aimed at increasing market share and diversifying its product and service offerings [1] - This approach is expected to support the development across all business segments [1] - The company plans to leverage its extensive product portfolio and network to drive growth [1]

Financial Performance - Revenue for the six months ended June 30, 2025, increased to HK$45,515,043, representing a growth of 13.8% compared to HK$40,083,317 for the same period in 2024[5] - Gross profit rose to HK$2,163,608, up 22% from HK$1,774,447 in the previous year[5] - Operating profit improved to HK$928,104, reflecting a 19.7% increase from HK$775,398 in 2024[5] - Profit for the period reached HK$649,307, a significant increase of 36% compared to HK$477,531 in the prior year[5] - Earnings per share (basic and diluted) increased to 44.06 cents, up from 32.57 cents in the same period last year, marking a growth of 35.4%[5] - Total comprehensive income for the period was HK$1,112,015, compared to HK$125,534 in 2024, indicating a substantial increase[6] Assets and Liabilities - Non-current assets as of June 30, 2025, totaled HK$2,426,699, up from HK$2,276,782 at the end of 2024[7] - Current assets increased to HK$38,080,407, compared to HK$36,111,171 at the end of the previous year[7] - Total assets reached HK$40,507,106, an increase from HK$38,387,953 as of December 31, 2024[7] - Total equity as of June 30, 2025, was HK$9,603,759, up from HK$8,871,516 at the end of 2024, reflecting a growth of 8.2%[7] - Total borrowings increased to approximately HK$9,529,937,000 from HK$9,244,032,000, indicating a rise in leverage[52] - The net debt to total assets ratio remained stable at 0.14 as of June 30, 2025, consistent with the ratio at the end of 2024[53] Segment Performance - Total segment revenue for the six months ended June 30, 2025, was HK$45,515,043, an increase from HK$40,083,317 for the same period in 2024, representing a growth of approximately 13.8%[23] - The segment results for Consumer Electronics, Enterprise Systems, and Cloud Computing were HK$298,409, HK$510,422, and HK$83,812 respectively for the six months ended June 30, 2025, totaling HK$892,643[23] - The Group's total segment revenue for Consumer Electronics was HK$17,191,203, for Enterprise Systems was HK$25,703,997, and for Cloud Computing was HK$2,619,843 for the six months ended June 30, 2025[23] - Revenue from the consumer electronics segment was approximately HK$17,191,203,000, up from HK$15,993,570,000, reflecting a growth of 7.5%[46] - Revenue from the enterprise systems segment increased to approximately HK$25,703,997,000 from HK$22,529,201,000, marking a growth of 9.7%[46] Employee and Remuneration - The Group had 5,633 full-time employees as of June 30, 2025, an increase from 5,574 employees as of June 30, 2024[59][64] - Remuneration for the six months ended June 30, 2025, was approximately HK$652,493,000, up from HK$539,368,000 for the same period in 2024[59][64] Corporate Governance - The Company established a Remuneration Committee on September 29, 2005, consisting of three Independent Non-executive Directors[77] - The Nomination Committee was established on March 22, 2012, with three Independent Non-executive Directors and the chairman of the board[78] - The Audit Committee was formed on April 17, 2002, comprising three Independent Non-executive Directors, responsible for reviewing internal controls and financial reporting procedures[80] - The Company’s Audit Committee reviewed the unaudited results for the six months ended June 30, 2025, confirming compliance with applicable accounting standards[80] - The Remuneration Committee's primary duties include reviewing and approving management's remuneration proposals and ensuring no Director is involved in deciding their own remuneration[81] - The Nomination Committee assesses the independence of Independent Non-executive Directors and makes recommendations for appointments and succession planning[82] - The Board comprises executive directors, a non-executive director, and independent non-executive directors as of August 21, 2025[83] Share Repurchase and Dividends - The Company repurchased a total of 1,098,000 ordinary shares during the review period, with an aggregate price of HK$5,174,000[66][72] - An additional 1,122,000 ordinary shares were acquired for employment compensation at a total cash consideration of approximately HK$6,879,000[68][72] - The Directors do not recommend the payment of any interim dividend for the six months ended June 30, 2025, consistent with the previous year[71][75]

Group 1 - The Hong Kong stock market for Apple-related stocks has declined, with notable drops in several companies [1] - Hong Teng Precision (06088.HK) experienced a decline of over 7% [1] - Sunny Optical Technology (02382.HK), Weishi Jiajie (00856.HK), and BYD Electronics (00285.HK) all fell by more than 3% [1] Group 2 - Lens Technology (06613.HK) saw an increase of over 4%, contrasting with the overall trend [1]

Group 1 - The core viewpoint of the article highlights the significant stock price increase of Weishi Jiajie (00856), which rose by 7.19% to HKD 10.88 per share, with a trading volume of HKD 1.32 billion [1] - Weishi Jiajie is a major technology product channel developer and integrated service provider in the Asia-Pacific region, achieving the highest industry growth rate with an average annual growth rate of 26% [1] - The company operates in multiple sectors including cloud computing, big data, artificial intelligence, data storage, and data analysis, serving a vast network of 50,000 channel partners and a population of 1.9 billion [1] Group 2 - In the cloud computing sector, Weishi Jiajie ranks fifth in the Chinese third-party cloud management service market [1] - The company's total revenue for 2022 reached HKD 77.3 billion, with projected total revenue of HKD 82.497 billion and a net profit of HKD 0.974 billion for the fiscal year ending 2024 [1] - Weishi Jiajie is set to disclose its mid-year report for the fiscal year 2025 on August 21 [1]