| 發行人所發行上市權證/可轉換債券的相關信息 | | | --- | --- | | 發行人所發行上市權證/可轉換債券 | 不適用 | | 其他信息 | | | 其他信息 | 不適用 | | 發行人董事 | | | 董事會包括四名執行董事柯天然先生、黃志權先生、莊桂榮先生及洪維澧先生；一名非執行董事王來春女士；及五名獨立非執行董 事何顯信先生、陸偉成先生、陳忠信先生、陳潔芬女士及胡志遠博士。 | | | 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告的內容概不負責，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 | | | --- | --- | | 公告全部或任何部份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。 | | | 股票發行人現金股息公告 | | | 發行人名稱 | 匯聚科技有限公司 | | 股份代號 | 01729 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 截至二零二五年十二月三十一日止年度之末期股息 | | | 公告日期 | 2026年3月27日 | | 公告狀態 | 新公告 | | 股息信息 | | | ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 匯聚科技有限公司 呈交日期： 2026年3月25日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 不適用 | | 於香港聯交所上市 | 是 | | | | 證券代號 (如上市) | 01729 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | | 已發行股份 ...

海外公司深度报告 | 资讯科技业 证券研究报告 | 公司评级 | | 增持（首次） | | | | --- | --- | --- | --- | --- | | 报告日期 | 2026 | 年 03 日 | 月 | 20 | 基础数据 | 03 月 19 日收盘价（港 | 15.91 | | --- | --- | | 元） | | | 总市值（亿港元） | 332.85 | | 总股本（亿股） | 20.92 | | 来源：聚源，兴业证券经济与金融研究院整理 | | S0190519080002 BPL829 hongjiajun@xyzq.com.cn S0190520050002 BQI321 songjingru@xyzq.com.cn 汇聚科技(01729.HK) 港股通（沪、深） 报告日期 2026 年 03 月 20 日 贯通光、铜与服务器，构建 AI 算力时代的连 接底座 15.91 投资要点： 请阅读最后评级说明和重要声明 1/36 相关研究 分析师：洪嘉骏 汇聚科技是国内领先的电线组件、数字电线、服务器方案提供商。公司从早期深耕电 信、医疗及工业电线组件基本盘，到 2020 年通过收购华 ...

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告的內容概不負責，對其準確性或完整性亦不發表任 何聲明，並明確表示，概不對因本公告全部或任何部份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。 1729 董事會會議通告 匯聚科技有限公司（「本公司」，連同其附屬公司稱為「本集團」）之董事（「董事」）會（「董事會」）謹此 宣佈於2026年3月27日（星期五）舉行董事會會議，藉以考慮及通過（其中包括）本集團截至2025年 12月31日止年度之全年業績及其發佈，以及考慮派發末期股息（如有）。 匯聚科技有限公司 執行董事兼行政總裁 柯天然 香港，2026年3月16日 於本公告日期，董事會包括四名執行董事柯天然先生、黃志權先生、莊桂榮先生及洪維澧先生；一名非執行董事王 來春女士；及五名獨立非執行董事何顯信先生、陸偉成先生、陳忠信先生、陳潔芬女士及胡志遠博士。 承董事會命 ...

Core Viewpoint - The optical communication sector is experiencing a collective rebound, driven by significant investments from Nvidia in advanced optical technology, indicating a strong future for optical communication technologies [1] Group 1: Stock Performance - Cambridge Technology (603083) saw an increase of 8.63%, trading at 77.4 HKD [1] - Hong Teng Precision (06088) rose by 5.49%, reaching 5.96 HKD [1] - Huijun Technology (01729) increased by 5.31%, priced at 17.45 HKD [1] - Huahong Semiconductor (01347) gained 2.2%, trading at 88.15 HKD [1] Group 2: Strategic Investments - Nvidia announced a strategic partnership with two leading companies in the optical communication field, Lumentum and Coherent, investing 20 billion USD in each, totaling 40 billion USD for advanced optical technology research and manufacturing [1] Group 3: Market Outlook - According to Open Source Securities, the optical communication technology is expected to become a core technology for future AIDC interconnects, highlighting opportunities in silicon photonics, CPO, OCS, hollow-core fibers, and thin-film lithium niobate [1] - China Galaxy Securities noted that the optical module market is still in an upward trend, with high demand from overseas cloud service providers expected to continue through 2026, driven by GPU performance improvements [1] - The trend of upgrading to high-speed, high-value optical modules is anticipated to accelerate, with a clear shift from optical to copper expected to further increase the demand for optical modules [1]

Group 1: Pharmaceutical and Biotechnology Sector - Four Seasons Pharmaceutical (00460) saw a stock increase of 3.7% after receiving approval from the NMPA for its innovative drug, Pyrocilin Tablets, for treating HR+/HER2- advanced breast cancer [1] - Hengrui Medicine (01276) rose over 5% following the approval of a clinical trial for HRS-1780 Tablets aimed at treating primary hyperaldosteronism [3] - Mirxes-B (02629) experienced a stock surge of 10.86% after announcing a strategic partnership with Apollo Health to develop advanced cancer early detection solutions in India [3] - Cornerstone Pharmaceuticals-B (02616) increased by 12.37% after receiving FDA approval for its IND application for CS2009, a tri-specific antibody for advanced solid tumors [4] - Deciphera Pharmaceuticals-B (06996) rose 16.77% after signing an agreement with U.S. Biotech for the global development and commercialization of ATG-201, a dual-specific T-cell engager [5] Group 2: Automotive Sector - Automotive stocks showed a collective rebound, with XPeng Motors-W (09868) up 3.14% and NIO-SW (09866) up 3.43%, driven by news of BYD's upcoming launch of its second-generation blade battery and fast-charging technology [2] Group 3: Technology and Communication Sector - Optical communication stocks rallied, with Cambridge Technology (06166) up 8.7% after NVIDIA announced a $40 billion investment in optical technology through partnerships with Lumentum and Coherent [1] - Brain-computer interface stocks surged, with Nanjing Panda Electronics (00553) increasing by 24.64% following government reports emphasizing the development of future industries, including brain-computer interfaces [2] Group 4: Cryptocurrency Sector - Cryptocurrency-related stocks rebounded, with Okex Cloud Chain (01499) rising 15.89% as Bitcoin surpassed $72,000, driven by short-covering amid geopolitical concerns [5][6]

Core Viewpoint - The optical communication sector is experiencing a collective rebound, driven by significant investments from Nvidia in leading companies within the field, indicating a strong future for optical technologies [1] Group 1: Market Performance - Cambridge Technology (06166) increased by 8.63%, reaching HKD 77.4 [1] - Hong Teng Precision (06088) rose by 5.49%, reaching HKD 5.96 [1] - Huijun Technology (01729) saw a 5.31% increase, reaching HKD 17.45 [1] - Huahong Semiconductor (01347) grew by 2.2%, reaching HKD 88.15 [1] Group 2: Strategic Investments - Nvidia announced a strategic partnership with two leading companies in the optical communication sector, Lumentum and Coherent, investing USD 2 billion in each, totaling USD 4 billion for advanced optical technology research and manufacturing [1] Group 3: Industry Outlook - Open Source Securities believes that this move reinforces the potential of optical communication technology as a core technology for future AIDC interconnects, highlighting opportunities in silicon photonics, CPO, OCS, hollow-core fibers, and thin-film lithium niobate [1] - China Galaxy Securities notes that the optical module market is still in an upward trend, with high overseas demand and capital expenditure from major cloud providers expected to exceed forecasts through 2026 [1] - The trend of upgrading GPU performance is driving a clear upgrade in overseas optical module speeds, with an anticipated acceleration in the volume and demand for high-speed, high-value optical modules [1]

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 匯聚科技有限公司 呈交日期： 2026年3月2日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 01729 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括庫存股份）數 目 | | 佔有關事件前 ...

致：香港交易及結算所有限公司 公司名稱: 匯聚科技有限公司 呈交日期: 2026年3月2日 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: | | --- | | 2026年2月28日 | | 狀態: | | 新提交 | 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) | 01729 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,000,000,000 | HKD | | 0.01 | HKD | | 30,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 3,000,000,000 | HKD | | 0.01 | HKD | | 3 ...

智通财经APP讯，汇聚科技(01729)发布公告，于2026年2月26日，该公司根据股份计划发行19.3万股股 份。 ...