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光通信概念逆市走高 长飞光纤光缆涨超6% 汇聚科技涨超5%
Zhi Tong Cai Jing· 2025-12-08 02:32
Core Viewpoint - The optical communication sector is experiencing a rise in stock prices despite market conditions, driven by strong demand for AI computing power and related infrastructure [1] Group 1: Stock Performance - Changfei Optical Fiber (601869) shares increased by 5.7%, reaching HKD 37.08 [1] - Huiju Technology (01729) shares rose by 5.69%, priced at HKD 16.71 [1] - Cambridge Technology (603083) shares climbed by 5.68%, trading at HKD 86.5 [1] - Hong Teng Jing Mei (06088) shares went up by 3.33%, now at HKD 5.28 [1] Group 2: Company Developments - Youxun Co., Ltd. has initiated its subscription with an issue price of CNY 51.66 per share and a subscription limit of 0.45 million shares [1] - Youxun is recognized as a "national-level manufacturing champion" in the optical communication field, focusing on the R&D, design, and sales of optical communication front-end transceiver chips [1] Group 3: Industry Insights - Changjiang Securities reports a surge in global AI computing power demand, with cloud service providers showing strong financial results and rapidly accumulating cloud orders [1] - Capital expenditures are being revised upwards, with significant increases in investment [1] - There is a growing demand for data center interconnects, leading to full capacity in optical chip production and a shortage of high-speed optical modules [1] - Expansion in optical fiber, high-speed cables, and liquid cooling equipment is accelerating [1] - The AI and computing sector is on a strong upward trajectory [1]
港股异动 | 光通信概念逆市走高 长飞光纤光缆(06869)涨超6% 汇聚科技(01729)涨超5%
智通财经网· 2025-12-08 02:28
Group 1 - The optical communication sector is experiencing a rise in stock prices, with companies like Yangtze Optical Fibre and Cable (06869) up by 5.7% to HKD 37.08, Huiju Technology (01729) up by 5.69% to HKD 16.71, Cambridge Technology (06166) up by 5.68% to HKD 86.5, and Hong Teng Precision (06088) up by 3.33% to HKD 5.28 [1] - Youxun Co., Ltd. has initiated its subscription with an issue price of RMB 51.66 per share and a subscription limit of 0.45 million shares, recognized as a "national-level manufacturing single champion enterprise" in the optical communication field, focusing on the R&D, design, and sales of optical communication front-end transceiver chips [1] - Changjiang Securities has released a report indicating a surge in global AI computing power demand, with cloud service providers showing strong financial results and rapidly accumulating cloud orders, leading to increased capital expenditures and significant investment [1] Group 2 - The report highlights that the demand for data center interconnects is continuously rising, with optical chip production capacity fully loaded and a shortage of high-speed optical modules, prompting accelerated expansion [1] - There is an expansion in the production of optical fibers, high-speed cables, and liquid cooling equipment to meet the growing demand driven by AI and computing power [1]
汇聚科技(01729) - 翌日披露报表
2025-12-05 09:24
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: 2025年12月5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 ...
汇聚科技(01729)完成发行2173.34万股代价股份
智通财经网· 2025-12-03 12:46
智通财经APP讯,汇聚科技(01729)发布公告,买卖协议所载的所有先决条件均已达成及已于2025年12月 3日完成交割。根据买卖协议,部分代价将于完成日期后二十(20)个营业日内由本公司以配发及发行入 账列作缴足的代价股份的方式支付予卖方。代价股份的发行价须按股份于紧接完成日期前三十(30)个连 续交易日在联交所所报每股平均收市价计算。因此,根据买卖协议,合共2173.34万股代价股份将根据 一般授权按发行价15.184港元配发及发行予卖方。代价股份相当于紧接完成前本公司已发行股本的约 1.11%;及经配发及发行代价股份扩大后本公司已发行股本的约1.10%。 ...
汇聚科技(01729.HK)完成收购德晋昌投资全部股本
Ge Long Hui· 2025-12-03 12:46
董事会欣然宣布,买卖协议所载所有先决条件均已达成及已于2025年12月3日完成交割。根据买卖协 议,部分代价将于完成日期后二十(20)个营业日内由公司以配发及发行入账列作缴足代价股份方式支付 予卖方。代价股份发行价须按股份于紧接完成日期前三十(30)个连续交易日在联交所所报每股平均收市 价计算。因此,根据买卖协议,合共21,733,404股代价股份将根据一般授权按发行价15.184港元配发及 发行予卖方。代价股份相当于(i)紧接完成前公司已发行股本的约1.11%;及(ii)经配发及发行代价股份扩 大后公司已发行股本的约1.10%。 格隆汇12月3日丨汇聚科技(01729.HK)公告,内容有关(其中包括)公司收购德晋昌投资有限公司("目标公 司",连同其附属公司统称"目标集团")全部已发行股本。 ...
汇聚科技完成发行2173.34万股代价股份
Zhi Tong Cai Jing· 2025-12-03 12:45
Core Viewpoint - The company Huiyu Technology (01729) has announced that all conditions precedent in the sale and purchase agreement have been fulfilled, and the completion of the transaction is set for December 3, 2025 [1] Summary by Relevant Sections - **Transaction Details** - The company will pay part of the consideration to the seller in the form of shares issued and credited as fully paid within twenty (20) business days after the completion date [1] - A total of 21,733,400 consideration shares will be issued at an issue price of HKD 15.184 per share, based on the average closing price over the thirty (30) trading days immediately preceding the completion date [1] - **Impact on Share Capital** - The consideration shares represent approximately 1.11% of the company's issued share capital prior to the completion and approximately 1.10% after the issuance and allotment of the consideration shares [1]
汇聚科技(01729) - 延迟寄发有关持续关连交易的通函
2025-12-03 12:38
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。 由於需要額外時間落實通函所載資料,預計向股東寄發通函的日期將延後至二零二五年十二月十 七日或之前的日期。 承董事會命 匯聚科技有限公司 執行董事兼行政總裁 柯天然 香港,二零二五年十二月三日 - 1 - 於本公告日期,董事會包括兩名執行董事柯天然先生及黃志權先生;一名非執行董事王來春女士;及四名獨立非執 行董事何顯信先生、陸偉成先生、陳忠信先生及陳潔芬女士。 1729 延遲寄發有關持續關連交易的通函 茲提述匯聚科技有限公司(「本公司」)於二零二五年十一月十二日就(其中包括)立訊精密補充總供 應協議、立訊總供應協議及其項下擬進行的交易所刊發的公告(「該公告」)。除文義另有所指外, 本公告所用詞彙與該公告所界定者具有相同涵義。 誠如該公告所披露,一份載有(其中包括)(i)立訊精密補充總供應協議、立訊總供應協議、立訊精 密新年度上限及立訊年度上限的詳情;(ii)獨立董事委員會函件,其中載有其向獨立股東提供的 ...
汇聚科技(01729) - 涉及根据一般授权发行代价股份收购目标公司全部已发行股本之主要交易完成
2025-12-03 12:36
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。 本公告僅供參考,並不構成收購、購買或認購本公司證券的邀請或要約。 1729 涉及根據一般授權發行代價股份 收購目標公司全部已發行股本 之主要交易完成 茲提述匯聚科技有限公司(「本公司」)日期為二零二五年八月二十八日及二零二五年十月十日之公 告以及本公司日期為二零二五年十一月二十一日之通函(「該通函」),內容有關(其中包括)本公司 收購德晉昌投資有限公司(「目標公司」,連同其附屬公司統稱「目標集團」)之全部已發行股本。除 另有定義者外,本公告所用詞彙與該通函所界定者具有相同涵義。 董事會欣然宣佈,買賣協議所載之所有先決條件均已達成及已於二零二五年十二月三日(「完成日 期」)完成交割。根據買賣協議,部分代價將於完成日期後二十(20)個營業日內由本公司以配發及 發行入賬列作繳足之代價股份之方式支付予賣方。代價股份之發行價須按股份於緊接完成日期前 三十(30)個連續交易日在聯交所所報每股平均收市價計算。因此,根 ...
汇聚科技(01729.HK)因根据股份计划获行使增发1万股
Ge Long Hui· 2025-12-02 09:52
格隆汇12月2日丨汇聚科技(01729.HK)公布,2025年12月2日,因根据股份计划获行使增发1万股,每股 发行价1.506港元。 ...
汇聚科技(01729)根据股份计划发行1万股
智通财经网· 2025-12-02 09:51
Group 1 - The company, 汇聚科技 (01729), announced the issuance of 10,000 shares under its share plan on December 2, 2025 [1]