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 | | | 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: 2025年9月1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) | 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 | | 30,000,000 | 本月底法定/註冊股本總額： HKD 30,000,000 FF ...

Group 1 - The core viewpoint of the article highlights the significant increase in the stock price of 汇聚科技 (Hui Ju Technology) following its mid-year earnings report, which showed a 47.6% year-on-year increase in profit attributable to shareholders and an 82.1% increase in revenue [1] - The company reported a revenue of 48.54 billion HKD and a profit of 3.14 billion HKD for the mid-year period, with basic earnings per share at 16.10 HKD cents [1] - The surge in revenue is primarily attributed to the AI boom, which has driven growth in the data center revenue from the server and wire components division [1] Group 2 - The company announced a conditional agreement to acquire all issued shares of 德晋昌投资有限公司 (De Jin Chang Investment) for 460 million HKD, with 130 million HKD to be paid in cash and 330 million HKD through the issuance of shares [1] - This acquisition is expected to diversify the company's reliance on a single country's critical copper wire supply, significantly reducing supply chain disruption risks [2] - The target group's production bases located in countries surrounding China will enhance the robustness and resilience of the supply chain, ensuring business continuity and effectively mitigating regional and political risks [2]

Group 1 - The core viewpoint of the news is that 汇聚科技 (Huiju Technology) has experienced a significant stock price increase following the release of its mid-year results for 2025, with a reported revenue of 4.854 billion HKD, representing an 82.1% year-on-year growth [1] - The company reported a profit attributable to shareholders of 314 million HKD, which is a 47.6% increase compared to the previous year, and basic earnings per share of 16.10 HKD cents [1] - The revenue growth is primarily attributed to the surge in demand for data center services driven by the AI boom, particularly in the server and wire component segments [1] Group 2 - The acquisition of the target company will allow the group to diversify its reliance on a single country's critical copper wire supply, significantly reducing supply chain disruption risks [2] - The target group's production base located in countries surrounding China will enhance the robustness of the supply chain, ensuring business continuity and effectively mitigating regional and political risks [2] - Copper wire is a fundamental raw material for the group's cable products, and any supply interruption could lead to production halts, order delivery delays, and substantial financial losses [2]

机构：招商证券 研究员：鄢凡/涂锟山/赵琳 汇聚科技是专业的定制电线互连方案供应商，为立讯体系成员企业（立讯精密有限公司控股70.6%）， 公司拥有电线组件（数据中心/电信/医疗设备/工业设备/汽车）、数字电线（网线电线/特种线）、服务 器三大业务板块。按下游应用来看：在数通领域，受益AI大趋势，MPO光通信业务配合北美大客户迎 来高速成长并长线受益于CPO等技术趋势，而AI服务器业务亦配合国内头部云厂进入放量周期；在汽车 领域，受益于新加坡汇聚对莱尼电缆业务的成功收购和立讯汽车业务协同，未来望快速跃升至全球头部 汽车线缆供应商；而医疗领域是长坡厚雪，受益于立讯赋能，公司医疗互联电缆组件获得快速成长，此 外，公司持续关注医学工程创新技术布局，完成对日本、英国医疗保健和AI 可穿戴触控科技公司的投 资布局，并促成香港医学工程及创新协会（MEIC），望打开医疗业务创新发展长线空间。我们看好公 司在数通、汽车、医疗三大方向的长线成长空间，凭借公司优秀管理和技术引领，中长线成长空间可 期。公司9 月8日将被纳入港股通范围，首次覆盖给予"强烈推荐"评级。 汇聚科技：专业的定制电线互连方案供应商，内生+外延实现快速发展。 ...

Core Viewpoint - The company Huiju Technology (01729) announced the issuance of 210,000 shares under its share plan on August 29, 2025 [1] Group 1 - The share issuance is part of the company's ongoing strategy to manage its equity structure [1] - The planned issuance date is set for August 29, 2025, indicating a future-oriented approach [1]

智通财经APP讯，汇聚科技(01729)发布公告，于2025年8月29日根据股份计划发行21万股。 ...

FF305 | 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 | | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | | 已發行股份總數 | | 於下列日期開始時的結存(註1) | 2025年8月26日 | | 1,955,570,000 | | 0 | | | 1,955,570,000 | | 1). 就根據股份計劃授予參與人（發行人的董事除外）的股份獎勵或期權 | | | 210,000 | 0.011 % | | HKD | ...

Group 1 - The company reported a revenue of HKD 4.854 billion for the mid-term of 2025, representing a year-on-year increase of 82.1% [2] - The profit attributable to the company's owners was HKD 314 million, showing a year-on-year growth of 47.6% [2] - The basic earnings per share were HKD 0.161 [2] Group 2 - The revenue growth was primarily driven by the AI boom, which increased the data center revenue from the server and wire components segment [2]

Group 1 - The core point of the article is that Huiju Technology (stock code: 1729) announced a financing plan to issue up to 32,531,545 shares at a price of HKD 10.144 per share, raising a total of HKD 330 million [1] - The issuance price represents a discount of approximately 20.0% compared to the closing price of HKD 12.680 on the date of the agreement and a discount of about 16.2% compared to the average closing price of HKD 12.102 over the five trading days prior to the agreement [1] - The maximum number of shares to be issued accounts for approximately 1.66% of the existing issued share capital and approximately 1.64% of the enlarged share capital after completion [1] Group 2 - The funds raised will be used to acquire all issued shares of a target company [1] - Huiju Technology is primarily engaged in the production and sale of cable components, digital wire products, and server products [1] - The issuance is based on a general authorization granted by the shareholders' meeting and is subject to the fulfillment of conditions outlined in the sale agreement, with the final completion date yet to be determined [1]

Core Viewpoint - The company reported significant growth in revenue and profit for the six months ending June 30, 2025, driven primarily by the data center segment [1] Financial Performance - The company recorded revenue of HKD 4.85 billion, representing a substantial year-on-year increase of 82.1% [1] - Profit for the period was HKD 313 million, reflecting a year-on-year growth of 47.1% [1] - Basic earnings per share were HKD 0.161 [1] Segment Analysis - The increase in revenue was mainly attributed to the rise in data center earnings from the server and wire components division [1] - Operating profit increased due to the revenue growth in the data center segment [1] - However, the operating profit margin declined due to a significant increase in lower-margin server segment revenue [1]