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22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 | ...

智通财经获悉，港股恒生指数涨0.20%，涨51点，报25742点；恒生科技指数涨0.89%。港股早盘成交 955亿港元。 中国中免(01880)大涨12%，海南封关首日离岛免税购物金额同比上涨61%。 锂业股继续走高，天齐锂业(09696)涨超5%，环评信息公示带来复产预期扰动；赣锋锂业(01772)涨 4.84%。 佳鑫国际资源(03858)涨超10%创新高。钨粉年内暴涨超220%，公司有望显著受益钨矿涨价大周期。 现货黄金再创历史新高，高盛重申看涨黄金观点。黄金股涨幅居前，灵宝黄金(03330)涨6.8%，中国黄 金国际(02099)涨6.2%。 本文源自：智通财经网 小马智行-W(02026)再涨超9%，公司已在广州实现单车盈利，目前第七代车型已投产两款。 果下科技(02655)涨超16%，公司步入全球化发展新阶段，未来将深化"AI+"储能核心技术研发。 万国黄金集团(03939)涨近7%，旗下金岭矿业有望成为世界级金矿。 金风科技(02208)涨近5%，国内风机招标价格回升，机构看好风电主机厂盈利能力修复。 四只新股上市全部破发，印象大红袍(02695)大跌25%；明基医院(02581)大跌42%；华 ...

智通财经APP获悉，港股恒生指数涨0.20%，涨51点，报25742点；恒生科技指数涨0.89%。港股早盘成 交955亿港元。 中国中免(01880)大涨12%，海南封关首日离岛免税购物金额同比上涨61%。 锂业股继续走高，天齐锂业(09696)涨超5%，环评信息公示带来复产预期扰动；赣锋锂业(01772)涨 4.84%。 芯片股早盘走强，国家大基金三期布局IC载板领域。中芯国际(00981)涨超7%，华虹半导体(01347)涨 5%。 小马智行-W(02026)再涨超9%，公司已在广州实现单车盈利，目前第七代车型已投产两款。 果下科技(02655)涨超16%，公司步入全球化发展新阶段，未来将深化"AI+"储能核心技术研发。 万国黄金集团(03939)涨近7%，旗下金岭矿业有望成为世界级金矿。 金风科技(02208)涨近5%，国内风机招标价格回升，机构看好风电主机厂盈利能力修复。 四只新股上市全部破发，印象大红袍(02695)大跌25%；明基医院(02581)大跌42%；华芢生物-B(02396) 跌超8%。 佳鑫国际资源(03858)涨超10%创新高。钨粉年内暴涨超220%，公司有望显著受益钨矿涨价大周期。 ...

Group 1 - The optical communication sector is experiencing strong performance, with companies like Huiju Technology (01729) up by 13.44% to HKD 18.29, Changfei Optical Fiber (06869) up by 11.01% to HKD 57.45, Cambridge Technology (06166) up by 4.99% to HKD 85.2, and Huahong Semiconductor (01347) up by 3.54% to HKD 70.15 [1] - Researchers from Shanghai Jiao Tong University have made a breakthrough in the next-generation optical computing chip field, achieving the first all-optical computing chip, LightGen, which supports large-scale semantic media generation models. The chip demonstrates a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] - According to Zhongyuan Securities, China's optical communication industry chain and value chain are gradually transitioning from low-end to high-end, indicating long-term prosperity. The research and expansion cycle for optical chips is lengthy with high barriers, leading domestic and foreign manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reports that the demand for AI computing power continues to expand, sustaining the upward trend in the optical module industry, which presents opportunities for all segments of the industry chain [1]

Core Viewpoint - The article highlights the significant market movements in A-shares, particularly the surge in various sectors such as the Hainan Free Trade Zone and semiconductor industry, indicating a bullish sentiment in the market [3][4]. Market Performance - As of midday, the Shanghai Composite Index rose by 0.64%, the Shenzhen Component Index increased by 1.36%, and the ChiNext Index gained 1.8% [3]. - The trading volume in the Shanghai and Shenzhen markets reached 1.19 trillion yuan, an increase of 97.7 billion yuan compared to the previous trading day [4]. Sector Highlights - The Hainan Free Trade Zone sector saw a notable increase of 9.59%, with 22 stocks hitting the daily limit [4]. - Other sectors that performed well include: - Precious metals, up 4.34% - Free Trade Port, up 4.14% - Storage chips, up 3.32% [4]. Notable Stocks - Zhangzhou Development surged to its daily limit, attributed to the "14th Five-Year Plan" proposal focusing on cross-strait integration [5]. - China Duty Free Group's A-shares and H-shares both rose over 10%, following a strong sales performance of 118 million yuan on the first day of customs closure in Sanya [6]. Commodity Movements - Palladium futures on the Shanghai Futures Exchange hit the daily limit, while precious metals like gold and silver also saw significant price increases, with gold surpassing 4,380 USD per ounce [7][10][19].

光通信概念走势强劲，截至发稿，汇聚科技（01729）上涨13.37%，报18.48港元；长飞光纤光缆 （06869）上涨9.37%，报56.60港元；剑桥科技（06166）上涨8.20%，报87.80港元；华虹半导体 （01347）上涨5.61%，报71.55港元。 责任编辑：卢昱君 光通信概念走势强劲，截至发稿，汇聚科技（01729）上涨13.37%，报18.48港元；长飞光纤光缆 （06869）上涨9.37%，报56.60港元；剑桥科技（06166）上涨8.20%，报87.80港元；华虹半导体 （01347）上涨5.61%，报71.55港元。 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 ...

Core Viewpoint - The Hong Kong optical communication sector is experiencing strong performance, particularly with Huiju Technology (1729.HK) which saw its stock price surge over 16%, reaching a historical high of 18.98 HKD and a total market capitalization exceeding 37 billion HKD. This surge is attributed to significant advancements in optical computing technology by a research team from Shanghai Jiao Tong University [1] Company Summary - Huiju Technology (1729.HK) achieved a notable stock price increase, peaking at 18.98 HKD, marking a historical high [1] - The company's market capitalization surpassed 37 billion HKD, reflecting strong investor interest and confidence [1] Industry Summary - The optical communication sector is currently robust, driven by technological advancements [1] - A major breakthrough was reported by a research team from Shanghai Jiao Tong University, which developed the "LightGen" chip, a full-optical large-scale semantic generation chip [1] - This new chip is the first of its kind to support large-scale semantic media generation models, indicating a significant leap in optical computing capabilities [1]

Core Viewpoint - The optical communication sector is experiencing strong performance, driven by advancements in optical computing technology and increasing demand for AI computing power [1] Group 1: Market Performance - Huiju Technology (01729) shares rose by 13.44%, reaching HKD 18.29 [1] - Changfei Optical Fiber (601869) shares increased by 11.01%, reaching HKD 57.45 [1] - Cambridge Technology (603083) shares grew by 4.99%, reaching HKD 85.2 [1] - Huahong Semiconductor (01347) shares rose by 3.54%, reaching HKD 70.15 [1] Group 2: Technological Advancements - Researchers from Shanghai Jiao Tong University achieved a breakthrough in optical computing, developing the LightGen chip that supports large-scale semantic media generation models [1] - The LightGen chip demonstrated a two-order-of-magnitude improvement in computing power and energy efficiency compared to top digital chips, even with less advanced input devices [1] Group 3: Industry Outlook - Zhongyuan Securities noted that China's optical communication industry is transitioning from low-end to high-end, indicating long-term growth potential [1] - The research and expansion cycle for optical chips is lengthy with high barriers, prompting domestic and international manufacturers to accelerate capacity expansion and process upgrades [1] - Guotou Securities reported that the ongoing demand for AI computing power is sustaining the upward trend in the optical module industry, creating opportunities across the industry chain [1]

智通财经APP获悉，光通信概念走势强劲，截至发稿，汇聚科技(01729)涨13.44%，报18.29港元；长飞 光纤光缆(06869)涨11.01%，报57.45港元；剑桥科技(06166)涨4.99%，报85.2港元；华虹半导体(01347) 涨3.54%，报70.15港元。 中原证券此前指，我国光通信产业链和价值链逐渐由低端向高端过渡，具备长期的景气度。光芯片研发 和扩产周期长、壁垒高，国内外光芯片厂商加速产能扩充与工艺升级。国投证券研报表示，AI算力需 求持续扩张，光模块产业景气度延续上行，并为产业链各环节带来机遇。 消息面上，据新华社消息，上海交通大学科研人员近日在新一代光计算芯片领域取得突破，首次实现了 支持大规模语义媒体生成模型的全光计算芯片。课题组提出并实现了全光大规模语义生成芯片 LightGen，采用极严格算力评价标准的实测表明：即便采用性能较滞后的输入设备，LightGen仍可取得 相比顶尖数字芯片2个数量级的算力和能效提升。 ...

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 進一步延遲寄發有關持續關連交易的通函 由於需要額外時間落實將載入通函的相關資料及考慮到所涉及的物流事宜，預計通函將進一步延 後至二零二五年十二月三十一日或之前寄發。 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，二零二五年十二月十七日 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。 茲提述(i)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」）；及(ii)本公司於二 零二五年十二月三日就延遲寄發通函所刊發的公告（「延遲公告」）。除文義另有所指外，本公告所 用詞彙與該公告及延遲公告所界定者具有相同涵義。 誠如延遲公告所披露，由於需要額外時間落實通函所載資料，預計向股東 ...