愿景: 成为电缆互连产品的领先供应商,持续公认为"优选供应商",积极地提供世界一流的质量,产品和服务。 策略:连接技术-开创新机遇 截至7月2日收盘，汇聚科技（01729.HK）报7.690港元，较上个交易日上涨3.64%，当日盘中最高价触 及7.720港元，创近一年新高。 资金流向方面，当日主力流入3314.531万港元，流出1742.169万港元，净流入1572.36万港元。 汇聚科技有限公司于电子业界拥有超过30年经验,生产基地设于中国上海、苏州、江西、惠州、日本,以 及墨西哥。 公司主要制造及供应各种铜缆和光缆电线组件、数字电线产品、医疗产品及服务器,产品均根据个别客 户伙伴的规格及设计而生产。 各类产品的使用场景包括电信、数据中心、工业设备、医疗设备、汽车配线、数字电线及服务器,并获 不少商誉优良的中国及国际客户所采用。 于2022年,公司成为立讯精密有限公司旗下成员,以增强公司于提供更多优质互连产品组合及设计服务的 能力,好让公司继续致力成为具全球性竞争实力的"世界级供货商"。 公司的业务特点为定制电线产品及服务器,适用于各种应用中的各种规格。公司按承包生产服务(CMS) 基准供应电线产品及服务器 ...

6月30日半年度的最后一个交易日已经收官。 | > A | 港股通冲退榜 | | 27 P | | --- | --- | --- | --- | | 港股通每日测算 | | | | | 纳入(22) | 调出(6) 维持(544) | 不达标(1763) | 关于 | | 预计纳入 | 接近纳入 | | | | 股票各称 | D | 日均市值 市值覆盖率 ; | 预计结果 | | 喜相逢集团 HK 02473 | 74.38亿 | 93.87% | 纳入 | | 博雷顿 HK 01333 | 75.16亿 | 93.81% | 纳入 | | 中国食品 HK 00506 | 76.74亿 | 93.66% | 纳入 | | 脑动极光-B HK 06681 | 77.25亿 | 93.60% | 纳入 | | 沪上阿姨 FR 02589 | 77.29亿 | 93.58% | 纳入 | | 药捷安康-B | | | | | HK 02617 | 78.89亿 | 93.33% | 纳入 | | 佰泽医疗 HK 02609 | 80.56亿 | 93.29% | 纳入 | | MIRXES-B | 85.65 Z ...

Group 1 - As of June 18, 65 stocks reached their 52-week highs, with Jixing New Energy (03395), Beijing Construction (00925), and China Oil Clean Energy Holdings (01759) leading the high rate at 106.98%, 88.41%, and 47.73% respectively [1] - Jixing New Energy closed at 0.780 and reached a peak of 0.890, marking a 106.98% increase [1] - Beijing Construction closed at 0.128 with a highest price of 0.130, reflecting an 88.41% increase [1] Group 2 - Other notable stocks that reached their 52-week highs include Lehua Entertainment (02306) at 33.33%, Tokyo Central Auction (01939) at 22.64%, and United Energy Group (00467) at 21.21% [1] - The list of stocks that reached their 52-week highs includes a variety of sectors, indicating a broad market performance [1] Group 3 - The report also highlights stocks that reached their 52-week lows, with Huatai Ruili (08006) dropping by 12.09% and Perfect Medical (01830) decreasing by 11.92% [2] - Other stocks that experienced significant declines include Tibet Water Resources (01115) at -7.69% and Source Ideas Group (08401) at -7.14% [2] - The data indicates a mixed performance in the market, with both highs and lows being reported [2]

Group 1 - Hong Kong's Hang Seng Index fell by 0.13%, down 32 points, while the Hang Seng Tech Index decreased by 0.06% with a trading volume of 108.1 billion HKD in the morning session [1] - The implementation of the stablecoin regulation in Hong Kong is expected to expedite the processing of license applications by the Hong Kong Monetary Authority, potentially opening up valuation reassessment opportunities for companies like Zhong An Online, which rose by 4.37% [1] - Geopolitical risks are anticipated to increase demand for oil and gas exploration and equipment maintenance, leading to a significant rise in Shandong Molong's stock price, which surged over 9% and has increased 1.6 times over the past three trading days [1] Group 2 - The new generation neuro-modulation chip approved by the FDA is expected to target a market of approximately 10 million patients with Parkinson's disease, resulting in a 283% increase in the stock price of Brain Regen Tech, which has seen a year-to-date increase of over 50 times [1] - Nanjing Panda Electronics and Micron Brain Science stocks rose by 27.0% and 16%, respectively, as part of the collective surge in brain-computer interface concept stocks [1] - Huiju Technology's stock increased by over 7%, reaching a new high, with a cumulative rise of over 60% in the past month, as institutions anticipate its inclusion in the Hong Kong Stock Connect [1] Group 3 - Sands China completed the full redemption of its 2025 notes and the cancellation of its notes listing for the year, resulting in a stock increase of 4.84% [2] - Weimob Group's stock rose over 5% following WeChat's announcement that public accounts can now sell products through WeChat stores, positioning the company to benefit from the growth of WeChat e-commerce [3] - The real estate sector saw a general pullback, with Kinhui Holdings and Agile Group experiencing declines of 9% and 3.4%, respectively, amid weaker sales indicators in May [3] Group 4 - Rongchang Bio's stock fell over 6% after the company completed a placement that raised approximately 800 million HKD, with UBS stating that the stock price has already reflected positive catalysts [4]

智通财经APP获悉，截止6月4日收盘，有109只股票创52周新高，其中嘉鼎国际集团(08153)、中国抗体 －Ｂ(03681)、升华兰德(08106)创高率位于前3位，分别为37.84%、32.89%、32.26%。 52周新高排行 | 股票名称 | 收盘价 | 最高价 | | 创高率 | | --- | --- | --- | --- | --- | | 嘉鼎国际集团(08153) | 0.405 | 0.510 | 37.84% | | | 中国抗体－Ｂ(03681) | 2.850 | 2.990 | 32.89% | | | 升华兰德(08106) | 0.142 | 0.164 | 32.26% | | | 亿都（国际控股） | 1.980 | 2.740 | 24.55% | | | (00259) | | | | | | 倍搏集团(08331) | 0.131 | 0.241 | 23.59% | | | 美丽田园医疗健康 | 24.300 | 24.300 | 22.23% | | | (02373) | | | | | | 金马能源(06885) | 1.080 | 1.080 | 21.3 ...

Group 1 - The telecommunications equipment sector in Hong Kong has shown strength, with notable gains in several companies [1] - VITEC (06133.HK) increased by 5.88%, indicating strong market performance [1] - Hongteng Precision (06088.HK) rose nearly 4%, contributing to the overall positive trend in the sector [1] Group 2 - Other companies such as Huiju Technology (01729.HK), BYD Electronics (00285.HK), and ZTE Corporation (00763.HK) also experienced upward movement in their stock prices [1]

Group 1 - The "Capital Science Salon" is a platform for academic exchange aimed at promoting high-quality development in Beijing, focusing on cross-sector collaboration in agriculture and technology [2] - The theme of the latest salon was "Empowering Rural Revitalization through Technology", highlighting the establishment of 113 "Beijing Technology Small Courtyards" since 2018 to support rural development [2][3] - The introduction of smart agricultural technologies is a common challenge faced by many technology small courtyards, with suggestions for simplifying usage and reducing costs for farmers [3] Group 2 - The case of Cangshang Village illustrates the successful implementation of modern agricultural practices, transitioning from traditional strawberry farming to a diverse range of crops, enhancing local tourism and agricultural productivity [3][4] - Future plans for Cangshang Village include expanding agricultural tourism and developing a technology corridor to integrate agriculture with cultural and educational initiatives [4] - The Beijing Technology Small Courtyards aim to enhance agricultural technology innovation and application, providing strong support for rural revitalization in the capital [4]

Company Overview - The Group has over 30 years of experience in providing customized interconnect solutions, with manufacturing facilities in Hong Kong, PRC, Japan, and Mexico[4]. - The Group's product range includes copper and optical fiber cable assemblies, digital cable products, medical products, and servers, catering to various sectors such as telecommunications and data centers[5]. - The Group aims to become a Tier-1 supplier in telecommunications, data communication, healthcare, automotive, and industrial sectors, continuously expanding its product range[8]. - The Group operates on a Contract Manufacturing Services (CMS) basis, producing made-to-order products upon receipt of customer orders[6]. - The management team possesses extensive market knowledge, enhancing the Group's competitive strength in the interconnect market[14]. - The Group emphasizes long-term and stable business relationships with market leaders, which is a key aspect of its strategy[14]. - The Group's vision is to be recognized as a "Preferred Supplier" capable of delivering world-class quality and services consistently[7]. Financial Performance - The Group recorded revenue of HK$7,388.8 million for the year ended December 31, 2024, representing an increase of 53.1% compared to HK$4,826.3 million for the previous nine-month period[28]. - Gross profit increased by 58.6% to HK$1,078.6 million, with a gross profit margin rising from 14.1% to 14.6%[29]. - Net profit for the year was HK$450.5 million, a 62.3% increase from HK$277.6 million in the previous period, with the net profit margin improving from 5.8% to 6.1%[29]. - Operating profit rose by 43.9% to HK$623.6 million, although the operating profit margin slightly decreased from 9.0% to 8.4%[29]. - Cash generated from operations was HK$1,135.2 million, an increase of 7.5% from HK$1,055.7 million[28]. - The Group's capital expenditure increased significantly by 123.2% to HK$179.7 million compared to HK$80.5 million in the previous period[28]. - The proposed final dividend for the year ended December 31, 2024, is HK1.3 cents per share, up from HK0.7 cents in the previous period[30]. Sector Performance - The revenue from the data center sector increased by 53.4%, while the specialty cable sector saw a significant rise of 207.8% due to server upgrades[45]. - The medical equipment sector's revenue surged by 216.5%, supported by the establishment of two new plants and enhanced R&D capabilities[45]. - The networking cable sector's revenue increased by 49.6% during the current year, indicating continued improvement in overseas orders despite external challenges[50]. - The server sector's revenue increased by 42.9% during the current year after resolving supply shortages of key components[50]. - The automotive sector's revenue grew by HK$57.3 million or 57.1% to HK$157.7 million, with a new subsidiary established in Mexico to expand market share[67]. - The specialty cable sector's revenue increased by HK$160.0 million or 207.8% to HK$237.0 million, driven by high-speed cable demand[69]. Strategic Initiatives - The establishment of two new plants in Kunshan and Jiangxi has contributed positively to revenue growth and profitability[24]. - The Group has made two strategic investments in the medical and health industry, enhancing its product range and market expansion capabilities[25]. - A new joint venture, Time Interconnect Singapore Pte. Ltd., was established, with the Group holding 49% and Luxshare Precision Industry holding 51%[35]. - The Group is focusing on expanding its medical equipment sector and has set up two new liaison offices in the US and the UK to capture more market opportunities[36]. - The Group plans to pay a final dividend of HKD 0.013 per share, totaling approximately HKD 25.3 million[33]. Management and Governance - The Group has a strong management team with diverse backgrounds in finance, technology, and operations, enhancing its strategic capabilities[171][176]. - The company emphasizes innovation and technology advancement as key drivers for future growth and market positioning[175]. - The Group's strategic direction is supported by a robust governance structure with experienced directors overseeing its operations[166][169]. Economic Outlook - The global economic outlook remains uncertain, influenced by fiscal policies and geopolitical tensions, but the Group is confident in its business growth prospects[31]. - The company remains confident in its future business despite macroeconomic challenges, supported by Luxshare Group's manufacturing capabilities and financial strength[111]. - The Group expects continued demand for medical equipment cables, leading to positive impacts on orders, and has established two subsidiaries to enhance production capacity and R&D capabilities[117]. Shareholder Information - Shareholders' funds increased by HK$405.0 million or 29.8% to approximately HK$1,766.2 million as of December 31, 2024, driven by a profit attributable to shareholders of HK$388.7 million[120]. - The Group's bank balances and cash rose by 26.0% to HK$425.8 million as of December 31, 2024, primarily due to increased cash generated from operating activities[121]. - The Group's gearing ratio improved to 33.5% as of December 31, 2024, down from 55.3% in the previous financial period, attributed to a reduction in bank loans[139].

Group 1 - The core of China's modernization lies in technological advancement, with a focus on self-reliance and strength in technology as key to building a modern socialist country [1] - In 2024, China ranked 11th globally in innovation capability, marking it as one of the fastest-growing economies in innovation over the past decade [1] - The overall strength of China's technological innovation is steadily improving, driven by reforms in the technological system and an optimized innovation environment [1] Group 2 - The number of digital economy core industry enterprises in Honggutan District increased from 4,019 to 5,830 in 2024, leading the city of Nanchang in both total and incremental enterprise growth [2] - The software and information service industry in the district saw a dramatic increase from 27 to 59 enterprises, a growth rate of 185%, the highest in the city [2] - Annual revenue for enterprises in the district nearly doubled from 5.37 billion to close to 10 billion yuan [2] Group 3 - Nanchang Future Science City attracted five major projects with a total investment of 7.1 billion yuan, bolstering the local industrial cluster [3] - R&D investment in the district reached 1.391 billion yuan in 2024, a year-on-year increase of 28.2%, facilitating a prosperous environment for technology transfer [3] - The number of technology-based enterprises in Honggutan District increased significantly, with 171 technology-based enterprises now established [3] Group 4 - In Haicang District, the number of national high-tech enterprises is expected to reach 530 in 2024, an increase of 64 from 2023 [4] - The district's R&D investment intensity reached 5.09%, surpassing provincial and city levels, with significant contributions from large industrial enterprises [5] - Haicang has established 129 various innovation platforms, including 29 national-level platforms, to support collaborative innovation [5] Group 5 - In Qinyang City, the total value of technology contracts registered reached 1.02 billion yuan in 2024, ranking first in the city of Jiaozuo [7] - The Qinyang Science and Technology Park has successfully developed multiple high-tech projects, including advanced materials and energy solutions [8] - The park has become a hub for innovation, with significant achievements in technology transfer and commercialization [9] Group 6 - Zhuhai City ranked 13th in the latest national innovation development index, with R&D expenditure intensity at 4.06%, the second highest in Guangdong Province [10] - The city has established a collaborative innovation framework that integrates basic research, technology development, and commercialization [10] - Zhuhai has successfully launched various research platforms, including the first AI model for medical device registration in China [11]

Financial Performance - Revenue for the nine months ended December 31, 2023, was HK$4,826.3 million, a decrease of 16.3% compared to HK$5,764.8 million in the previous period[10]. - Gross profit for the same period was HK$679.9 million, representing an increase of 8.8% from HK$624.7 million[10]. - Profit for the period was HK$277.6 million, up 28.6% from HK$215.9 million year-on-year[10]. - Basic earnings per share increased to 14.2 Hong Kong cents, a rise of 27.9% from 11.1 Hong Kong cents[10]. - Cash generated from operations was HK$1,055.7 million, a significant improvement of 175.8% compared to a cash outflow of HK$1,393.4 million in the previous period[10]. - Bank balances and cash increased to HK$338.0 million, up 17.4% from HK$288.0 million[10]. - Shareholders' funds rose to HK$1,361.2 million, reflecting a growth of 20.2% from HK$1,132.4 million[10]. - Capital expenditure decreased to HK$80.5 million, down 64.6% from HK$227.3 million[10]. - Gross profit margin improved to 14.1%, up 3.3 percentage points from 10.8%[10]. - Return on shareholders' funds was 20.4%, an increase of 1.3 percentage points from 19.1%[10]. Business Expansion and Strategy - The Group expanded its business into the server sector, which significantly contributed to revenue and profit growth[14]. - A new wholly-owned subsidiary, Linkz Cables Mexico, was established to increase market share outside China and Asia, with a new plant expected to start production in 2024[14]. - Two wholly-owned subsidiaries were established to enhance production capacity and R&D capabilities for medical equipment cables, with production starting in September 2023[14]. - The Group underwent multi-dimensional operating integrations following the acquisition by Luxshare Precision Limited, enhancing operational efficiency[15]. - The financial year end date was changed from 31 March to 31 December to align with Luxshare Group, facilitating better preparation of consolidated financial statements[15]. - The Group's proactive approach includes seeking investment opportunities to diversify its business portfolio and enhance shareholder value[14]. - The Group aims to leverage the growth in 5G technology and increased demand for network communication products to drive business growth[21]. - The strategic alliance with Luxshare Precision is expected to enhance the Group's core competitiveness and facilitate growth opportunities in various sectors, including consumer electronics and healthcare[24]. Revenue Breakdown by Sector - The data center sector's revenue increased slightly by HK$0.1 million to HK$791.0 million, maintaining the highest revenue in the cable assembly business[40]. - The telecommunications sector experienced a revenue decline of HK$88.6 million or 13.8%, down to HK$555.4 million, despite stable order volume and improved profit margins from new models[41]. - The medical equipment sector's revenue rose by HK$12.4 million or 5.0% to HK$258.0 million, driven by sustained high demand for medical equipment cables[41]. - The industrial equipment sector's revenue decreased by HK$23.0 million or 48.5% to HK$24.4 million, attributed to slower-than-expected economic recovery and high inflation[43]. - The revenue of the automotive sector was HK$100.4 million, a decrease of HK$61.6 million or 38.0% compared to HK$162.0 million in the previous year, impacted by geopolitical issues and trade wars[44]. - The networking cable sector reported revenue of HK$788.7 million, down HK$466.0 million or 37.1% from HK$1,254.7 million in the previous year, due to suppressed overseas orders caused by war, high interest rates, and inflation[45]. - The server sector generated revenue of HK$2,231.4 million, a decline of HK$296.4 million or 11.7% from HK$2,527.8 million in the previous year, with a focus on developing new products related to AIGC[46]. Operational Efficiency and Cost Management - Total operating expenses as a percentage of revenue remained stable at 5.6% during the review period[37]. - Distribution and selling expenses decreased from HK$61.4 million to HK$48.1 million, a decrease of HK$13.3 million or 21.7% compared to the Previous Year, with the percentage of these expenses to revenue decreasing from 1.1% to 1.0%[48]. - Administrative expenses decreased from HK$143.6 million to HK$124.5 million, a decrease of HK$19.1 million or 13.3% compared to the Previous Year, with administrative expenses as a percentage of revenue increasing from 2.5% to 2.6%[49]. - Research and development expenses were HK$95.7 million, a decrease of HK$14.2 million or 12.9% compared to HK$109.9 million in the Previous Year, with R&D expenses as a percentage of revenue increasing from 1.9% to 2.0%[50]. - The Group focused on the development and delivery of new products with AIGC (Artificial Intelligence Generated Content) during the Review Period, improving profitability[48]. Dividend and Shareholder Returns - The Board proposed a final dividend of HK$0.7 cents per share, totaling approximately HK$13.6 million, compared to HK$0.5 cents per share for the previous year[19]. - The proposed final dividend is subject to approval at the upcoming annual general meeting scheduled for 29 May 2024[118]. - The dividend payout for the previous year was HK$0.5 cents per share, indicating a 40% increase in the proposed dividend for the current year[117]. - The Group's expected working capital requirements and future expansion plans are considered in the dividend declaration process[116]. Risk Management and Compliance - The Directors identified several principal risks, including potential labor shortages, credit risk from customers, and fluctuations in raw material prices, which could adversely affect the Group's business and financial conditions[94]. - The Group's ability to maintain strong relationships with customers and suppliers may be compromised if it fails to attract or retain key managerial and technical personnel[94]. - The Company has maintained high standards of compliance with relevant laws and regulations, with no identified breaches during the reporting period[160]. - The Group's policies and practices on compliance with legal and regulatory requirements are regularly reviewed and monitored[182]. Corporate Governance and Board Structure - The Board currently comprises two executive Directors, one non-executive Director, and three independent non-executive Directors, ensuring a diverse governance structure[188]. - The three independent non-executive Directors represent more than one-third of the Board, exceeding the requirement of the Listing Rules[188]. - The Company has adopted a Board Diversity Policy since December 28, 2018, to enhance the quality of its performance through diversity[188]. - The Nomination Committee will evaluate and recommend retiring Directors for re-appointment based on their overall contribution, attendance, and performance on the Board[190]. - The Company ensures that independent non-executive Directors do not participate in daily management, maintaining their independent judgment[194]. Sustainability and Corporate Social Responsibility - The Group is committed to sustainability, implementing initiatives to reduce carbon emissions and energy consumption, such as using LED lighting and heat recovery systems in its factories[164]. - The Group has received various recognitions for its corporate social responsibility efforts, including the 15 Years+ Caring Company logo and the Industry Cares Award during FY2023[164]. - The Company actively participates in non-profit social development projects in its operational cities and encourages employee involvement in community activities[166].