Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong-listed Apple concept stocks on August 13, with notable gains in several companies [1] Group 2 - Hongteng Precision (06088.HK) saw an increase of over 10% [1] - Qiu Tai Technology (01478.HK) rose nearly 8% [1] - Weishi Jiajie (00856.HK) experienced a gain of over 5% [1]

Group 1 - The core viewpoint of the article highlights the significant decline in the stock price of Weishi Jiajie (00856), which dropped by 5.08% to HKD 9.72 per share, with a trading volume of HKD 37.91 million [1] - Weishi Jiajie is a key technology product channel developer and integrated service provider in the Asia-Pacific region, boasting 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, and has a network of 50,000 channel partners serving a population of 1.9 billion [1] Group 2 - In the third-party cloud management service market in China, Weishi Jiajie ranks fifth, indicating its competitive position in the cloud computing sector [1] - The company's total revenue for 2022 reached HKD 77.3 billion, and as of the 2024 annual report, the total revenue is projected to be HKD 82.497 billion with a net profit of HKD 0.974 billion [1] - Weishi Jiajie is set to disclose its mid-year report for the fiscal year 2025 on August 21 [1]

Core Viewpoint - The Apple concept stocks in Hong Kong experienced a general rise, driven by Apple's significant stock price increase and strong financial performance in the Greater China region [1] Group 1: Stock Performance - Apple shares rose by 4.24% to $229.35, marking a weekly increase of 13.33%, the largest since July 2020 [1] - Apple's market capitalization surged by over $400 billion, reaching $3.4 trillion, solidifying its position as the third-largest company globally, behind Nvidia and Microsoft [1] Group 2: Financial Results - In the third quarter of fiscal year 2025, Apple's revenue from the Greater China region was $15.369 billion, reflecting a year-on-year growth of 4% [1]

格隆汇8月8日丨伟仕佳杰(00856.HK)发布公告，自2025年8月8日：(1)余定恒已辞任公司独立非执行董 事职务，并随的不再担任审计委员会主席、薪酬委员会及提名委员会成员；及(2)高滨已获委任为独立 非执行董事、审计委员会主席，以及薪酬委员会和提名委员会成员。 ...

Core Points - Wei Shi Jia Jie (00856) announced that Mr. Yu Dingheng has resigned from his position as an independent non-executive director effective August 8, 2025 [1] - Following the resignation, Mr. Yu will no longer serve as the chairman of the audit committee, nor as a member of the remuneration committee and nomination committee [1] - Dr. Gao Bin has been appointed as an independent non-executive director, chairman of the audit committee, and a member of both the remuneration committee and nomination committee [1]

董事名單與其角色和職能 偉仕佳杰控股有限公司董事會 (「董事會」)成員載列如下。 執行董事 獨立非執行董事 李煒 高濱 高懿洋 董事會設立三個委員會。各董事會成員在這些委員會中所擔任的職位載列如下。 審核委員會 高濱 (主席) 李煒 高懿洋 薪酬委員會 李煒 (主席) 高濱 高懿洋 李佳林（ 主席兼行政總裁） 王偉炘 李玥 陳海洲 顧三軍 非執行董事 張冬杰 李佳林 (主席) 李煒 高濱 高懿洋 香港，二零二五年八月八日 提名委員會 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確性或完整性 亦不發表任何聲明，並明確表示，概不對因本公佈全部或任何部分內容而產生或因倚賴該等內容而引致 的任何損失承擔任何責任。 董事會進一步宣佈，高濱博士（「高博士」）獲委任為獨立非執行董事，自二零二五年 八月八日起生效。高博士之履歷詳情如下： 高博士，62 歲，在外匯、固定收益、股票及商品投資領域擁有廣泛知識及豐富經驗。 彼持有中國科學技術大學空間物理學士學位、美國普林斯頓大學天體物理學碩士學位 及美國紐約大學金融學博士學位。 高博士現任凱豐投資管理（香港）有限公司（根據香港法例第 571 章《證券及期貨條例》 （「證券及期貨條例」）獲准從事第 4 類（就證券提供意見）及第 9 類（資產管理）受 規管活動之持牌法團）之首席執行官、董事及負責人員。自二零一四年十二月起擔任清 華大學五道口金融學院特聘教授。此外，彼現亦為太和控股有限公司（股份於聯交所上 市，股份代號：718）之獨立非執行董事。 獨立非執行董事辭任及委任；及 董事會委員會組成變動 董事會宣佈，自二零二五年八月八日： 獨立非執行董事辭任及委任 偉仕佳杰控股有限公司（「 ...

（文章来源：每日经济新闻） 每经AI快讯，8月5日，港股苹果概念股走高，比亚迪电子(00285.HK)涨超8%，伟仕佳杰(00856.HK)涨 5.8%，瑞声科技(02018.HK)涨2.6%，富智康(02038.HK)涨1.6%。 ...

Key Insights - The report highlights the recovery of the consumer electronics cycle and the expansion into new fields as key growth drivers for the company, which is recognized as a leader in 3C equipment [4][5] - The manufacturing sector is showing signs of improvement, with PMI figures gradually approaching the growth line, indicating a potential recovery in the manufacturing industry [4][5] - The company is actively expanding into emerging fields such as humanoid robots and low-altitude economy, which are expected to drive demand for general equipment [5] Company Summaries 1. Genesis (300083) - The company is positioned as a leader in the 3C equipment sector, with a focus on expanding its product matrix into various fields, including general equipment and humanoid robots [4] - Revenue projections for 2025-2027 are estimated at 5,244 million, 5,731 million, and 6,262 million CNY, with corresponding growth rates of 14%, 9%, and 9% [5] - Net profit forecasts for the same period are 404 million, 548 million, and 659 million CNY, with growth rates of 70%, 36%, and 20% [5] 2. Weishi Jiajie (00856) - The company is transitioning from traditional distribution to becoming a provider of intelligent solutions, driven by cloud computing and AI [6] - Revenue forecasts for 2025-2027 are 1,029.52 million, 1,184.25 million, and 1,349.97 million HKD, with growth rates of 15.57%, 15.03%, and 13.99% [6] - Net profit estimates for the same period are 11.91 million, 14.13 million, and 16.30 million HKD, with growth rates of 13.26%, 18.63%, and 15.35% [6] 3. Huaya Intelligent (003043) - The company is a leading supplier of precision metal structural components for semiconductor equipment and is expanding into solid-state battery equipment [7] - Revenue projections for 2025-2027 are 1,313 million, 1,571 million, and 1,794 million CNY, with growth rates of 109.3%, 19.6%, and 14.2% [7] - Net profit forecasts for the same period are 157 million, 188 million, and 211 million CNY, with growth rates of 94.9%, 19.7%, and 11.9% [7] Industry Insights - The macroeconomic analysis indicates that the manufacturing PMI has decreased to 49.3% in July, suggesting a weakening recovery momentum [8] - The overall market sentiment remains optimistic, with expectations of a "slow bull" market despite recent adjustments [9][10] - The bond market is experiencing a new normal characterized by slow declines and rapid increases, with investors advised to remain patient for further rate decline catalysts [11]

Investment Rating - Industry rating: Recommended [4] Core Insights - The integration of "Artificial Intelligence+" is deepening, with AI maintaining high performance in overseas computing power chains, despite short-term volatility pressures. Recommended companies include Unisplendour, ZTE, StarNet, Guanghui New Network, Aofei Data, Data Port, Invec, New Ray Energy, and Wangsu Technology, with related beneficiaries such as Runze Technology and Baoxin Software [1][6][11] - In the long term, the computing power industry chain is still in its early growth stage, driven by reasoning power and model iteration upgrades. Beneficiaries include NewEase, Zhongji Xuchuang, and Tianfu Communication, with CPO-related beneficiaries like Taicheng Light and Yuanjie Technology, and PCB-related beneficiaries such as Shenghong Technology and Hude Electronics [1][7] - The demand for domestic computing power, private cloud, and integrated government and enterprise cloud deployment is expected to accelerate, with beneficiaries including Cambricon, Guangxun Technology, Huagong Technology, Tuwei Information, and Weishi Jiajie [1][7][11] Summary by Sections Section 1: AI and Computing Power - AI is becoming a new engine for economic growth, with significant integration into various industries. The government is promoting the commercialization of AI applications [6] - The recent discussions around the H20 computing chip vulnerabilities are expected to accelerate the domestic production chain, with beneficiaries including SMIC, Cambricon, StarNet, and others [2][10] Section 2: Recommendations in the Communication Sector - Recommended companies in the computing and communication infrastructure include China Mobile, China Telecom, and China Unicom, along with equipment manufacturers like ZTE and Unisplendour [11][13] - The report emphasizes the importance of third-party computing power leasing companies such as Guanghui New Network and Aofei Data, with additional beneficiaries like Runze Technology and Baoxin Software [11][13] Section 3: Optical Network and Edge Computing - Beneficiaries in the optical network upgrade include Guangxun Technology, Huagong Technology, and Tianfu Communication [14] - In edge computing, recommended companies include Wangsu Technology, Youkede, and Qianlong Technology, focusing on high-performance SoC chips [15]