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之內容概不負責，對其準確性或完整性亦 不發表任何聲明，並明確表示概不就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之任何 損失承擔任何責任。 SUNEVISION HOLDINGS LTD. 新意網集團有限公司 （於開曼群島註冊成立之有限公司） （股份代號：1686） 截至 2025 年 6 月 30 日止之全年業績公佈 - 1 - 主席報告書 財務摘要 （除特別註明外，均以百萬港元為單位） | | 截至 | 6 月 | 30 | 日止年度 | 2024 年 | 2025 年 | % 變動 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 收入 | | | | 2,674 | 2,938 | +10% | | - | | | | —來自數據中心及資訊科技設施業務的收入 | 2,461 | 2,720 | +11% | | | | | | 稅息折舊及攤銷前利潤（EBITDA） | 1,849 | 2,128 | +15% | | | | 公司股東應佔溢利 | | | 907 | 979 ...

FY24/25 RESULTS PRESENTATION ( H K S E : 1 6 8 6 ) September 2025 DISCLAIMER The information contained in these materials is intended for reference and general information purposes only. Neither the information nor any opinion contained in these materials constitutes an offer or advice, or a solicitation, recommendation or suggestion by SUNEVISION Holdings Limited ("SUNEVISION") or its subsidiaries, associated or affiliated companies, or any of their respective directors, employees, agents, representatives ...

Core Viewpoint - Neway Network Group (01686) saw a significant increase of over 8%, currently trading at 8.26 HKD with a transaction volume of 83.53 million HKD, driven by positive developments in the cloud business of Alibaba [1] Group 1: Company Performance - Alibaba reported cloud business revenue of 33.398 billion RMB, showing a year-on-year and quarter-on-quarter increase of 26% and 11% respectively [1] - The capital expenditure for the quarter reached 38.676 billion RMB, reflecting a substantial increase of 220% year-on-year and 57% quarter-on-quarter, exceeding expectations for both cloud revenue and capital expenditure [1] Group 2: Industry Insights - Huatai Securities anticipates that domestic data center capital expenditure will continue to be released, benefiting the AIDC industry chain [1] - Neway Network Group has been deeply engaged in the IDC industry in Hong Kong for 25 years and operates eight data centers by the end of 2024, serving major cloud providers such as Amazon AWS, Alibaba, and Tencent [1] Group 3: Upcoming Events - Neway Network Group is set to hold a board meeting on September 2 to approve the full-year performance for the fiscal year ending June 30, 2025, along with its release [1]

Group 1 - Neway Network Group (01686) saw a stock increase of over 8%, currently trading at 8.26 HKD with a transaction volume of 83.53 million HKD [1] - Alibaba recently reported its quarterly performance for the period ending June 30, 2025, with cloud business revenue reaching 33.398 billion CNY, reflecting a year-on-year increase of 26% and a quarter-on-quarter increase of 11% [1] - The company's capital expenditure for the quarter reached 38.676 billion CNY, showing a significant increase of 220% year-on-year and 57% quarter-on-quarter, exceeding expectations for both cloud revenue and capital expenditure [1] Group 2 - The company has developed contingency plans regarding AI chip policies and supply changes, ensuring that it will proceed with its planned capital expenditure investment of 380 billion CNY regardless of industry fluctuations [1] - Huatai Securities anticipates that domestic data center capital expenditures will continue to be released, benefiting the AIDC industry chain [1] - Neway Network Group has been deeply involved in the IDC industry in Hong Kong for 25 years and operates eight data centers by the end of 2024, serving major cloud providers such as Amazon AWS, Alibaba, and Tencent [1] Group 3 - The company plans to hold a board meeting on September 2 to approve and release its full-year performance for the fiscal year ending June 30, 2025 [1]

Core Viewpoint - The Hang Seng Index Company announced the quarterly review results of the Hang Seng Index series as of June 30, with adjustments to various indices set to take effect on September 8 [1] Group 1: Index Adjustments - The Hang Seng Index and the Hang Seng China Enterprises Index will include Pop Mart [1] - The Hang Seng Index will also add China Telecom and JD Logistics [1] - The Hang Seng Biotechnology Index will undergo significant changes, adding InnoCare Pharma-B and removing 21 stocks, reducing the total number of constituent stocks from 50 to 30, focusing more on innovative drugs [1] - The Hang Seng Internet Technology Index will include New Oriental Education, SUTENG, and Yunzhisheng [1]

格隆汇8月12日丨新意网集团(01686.HK)公布，公司将于2025年9月2日举行董事会会议，藉以（其中包 括）批准公司及其附属公司截至2025年6月30日止财政年度的全年业绩及其发布，以及考虑建议派发末 期股息（如有）。 ...

新意網集團有限公司（「本公司」）謹此宣佈，本公司將於2025年9月2日（星期二） 舉行董事會（「董事會」）會議，藉以（其中包括）批准本公司及其附屬公司截至 2025年6月30日止財政年度之全年業績及其發佈，以及考慮建議派發末期股息（如 有）。 承董事會命 新意網集團有限公司 公司秘書 劉邦妮 香港，2025年8月12日 （於開曼群島註冊成立之有限公司） (股份代號：1686) 董事會會議日期 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之內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不就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 引致之任何損失承擔任何責任。 SUNEVISION HOLDINGS LTD. 新意網集團有限公司 在本公佈日期，董事會由四名執行董事郭炳聯、馮玉麟、董子豪及陳文遠；六名非執行董事張永銳、 郭基泓、 David Norman Prince 、廖家俊、蕭漢華及陳康祺；以及五名獨立非執行董事李安國、 金耀基、黃啟民、李惠光及陳真光組成。 ...

Investment Rating - The industry investment rating is "Overweight" (maintained) [1] Core Viewpoints - The report indicates a positive outlook for the overseas AI computing power industry chain, suggesting that major AI companies are entering a phase of large-scale investment in AI computing and applications [6] - The report highlights significant improvements in the capabilities of the GPT-5 model, which was released by OpenAI, showcasing advancements in various fields such as coding, mathematics, writing, health, and visual perception [4][5] Summary by Relevant Sections Industry Overview - The communication industry is projected to outperform the overall market [1] - The report includes a comparative performance chart between the communication sector and the CSI 300 index, indicating a potential upward trend [2] AI Sector Insights - The report emphasizes the importance of the AI computing power industry chain, recommending specific investment targets in various segments such as optical modules, liquid cooling, optical chips, and more [6] - Notable recommended stocks include Zhongji Xuchuang and New Yisheng for optical modules, and Yingweike for liquid cooling [6] GPT-5 Model Analysis - GPT-5 has achieved state-of-the-art (SOTA) results in multiple domains, with a 45% reduction in factual error rates compared to its predecessor [4] - The model's performance in various tests includes a score of 94.6% in mathematics and 74.9% in programming, indicating significant advancements [4] Pricing Structure - The pricing for GPT-5 and its variants is detailed, with costs for input and output tokens set at $1.25 and $10.00 per million tokens for GPT-5, respectively [5]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 新意網集團有限公司 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01686 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | 0 | | | HKD | | 0 | | 本月底結存 | | | 10,000,000,000 | HKD | | 0.1 HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： HKD 1 ...

Investment Rating - Industry investment rating: Positive (maintained) [1] Core Viewpoints - The report highlights the strong performance of computing-related companies and maintains a positive outlook on the global AIDC (AI Data Center) industry chain, driven by increasing demand for data center infrastructure and AI applications [5][19] - The release of Grok 4 by XAI and the introduction of AWS's GB200 UltraServers are significant advancements in AI computing capabilities, enhancing the competitive landscape [16][17] Summary by Sections 1. Investment Insights - The report emphasizes the impressive earnings forecasts from several companies in the computing sector, with Ruijie Networks expecting a net profit of 400 million to 510 million yuan for H1 2025, representing a year-on-year growth of 160.11% to 231.64% [5][13] - Industrial Fulian anticipates a net profit of 6.727 billion to 6.927 billion yuan for Q2 2025, reflecting a year-on-year increase of 47.72% to 52.11% [15] - The demand for high-speed optical modules in computing centers is rapidly increasing, contributing to significant revenue growth for companies like Huagong Technology, which expects a net profit of 890 million to 950 million yuan for H1 2025, up 42.43% to 52.03% year-on-year [14] 2. Market Trends - As of May 2025, China has established 4.486 million 5G base stations, with a net increase of 235,000 stations since the end of 2024 [29] - The number of 5G mobile phone users reached 1.098 billion, marking a year-on-year growth of 21.3% [29] - The report notes a decline in 5G mobile phone shipments, with 21.19 million units shipped in May 2025, down 17.0% year-on-year [29] 3. Recommended Investment Targets - AIDC Infrastructure: Recommended stocks include New Idea Network Group, Baoxin Software, and Runze Technology; Beneficiary stocks include Guanghuan New Network, Aofei Data, and Century Interconnect [20] - IT Equipment: Recommended stocks include Ziguang Co. and ZTE; Beneficiary stocks include Cambrian and Inspur [21] - Network Equipment: Recommended stocks include Ziguang Co. and ZTE; Beneficiary stocks include Ruijie Networks and Yingtong Technology [22] - Cloud Computing: Beneficiary stocks include China Mobile, China Telecom, and China Unicom [25] - AI Applications: Beneficiary stocks include Guanghe Tong and Yiyuan Communication [26] - Satellite Internet & 6G: Beneficiary stocks include Haige Communication and Shenglu Communication [27]