Core Viewpoint - The stock of Huiju Technology (01729) experienced a significant increase, rising over 16% during trading and currently up by 11.95% at HKD 15.83, with a trading volume of HKD 279 million [1] Group 1: Company Performance - On October 23, Huiju Technology held an investor day event, which contributed to the positive market reaction [1] - According to a report from Everbright Securities, the company's revenue from data center wire components, specialty cables, and server ODM business is expected to continue to grow rapidly due to sustained demand for AI computing power and related infrastructure [1] - The trend of automotive intelligence is driving a significant increase in demand for automotive cables, further supporting the company's growth prospects [1] Group 2: Strategic Developments - The acquisition of German wiring harness manufacturer Leoni AG by the controlling shareholder, Luxshare Precision, is anticipated to create synergies in channels and technology between Leoni AG's automotive cable business and Huiju Technology's operations [1] - Everbright Securities maintains a "Buy" rating for the company, reflecting confidence in its growth trajectory and strategic positioning in the market [1]

Investment Rating - The report maintains a "Buy" rating for the company [5][14]. Core Insights - The company, Huiju Technology (1729.HK), is positioned as a supplier of high-density optical fiber products, benefiting from the booming demand in AI computing and data center infrastructure [6][10]. - The company has shown significant revenue growth, with total revenue for the first half of 2025 reaching HKD 48.54 billion, a year-on-year increase of 82.1% [6]. - The report highlights the company's strong manufacturing capabilities in high-density optical fiber connectors, particularly the MPO connectors, which are essential for data center applications [8][9]. Summary by Sections Company Overview - Huiju Technology operates in the precision cable solutions sector, with production bases for copper and optical fiber products located in Huizhou, Guangdong [5]. Financial Performance - For the first half of 2025, the company reported a net profit of HKD 3.14 billion, up 47.1% year-on-year, driven by the high demand for data center wire components and server assembly [6]. - The revenue breakdown shows that server business accounted for 52.8% of total revenue, with a staggering growth of 318.1% year-on-year [11]. Market Position and Growth Potential - The company is expanding its overseas production capacity, with plans to increase overall capacity by approximately 80% by 2026 to meet the growing demand for AI data centers and high-density cabling [10]. - The MPO connector market is expected to grow significantly due to the increasing demand for high-speed data transmission in data centers, with the company positioned to benefit from this trend [8][9]. Business Segments - The main business segments include wire components, digital wires, and server assembly, with the server assembly segment showing the most rapid growth [6][11]. - The report notes that the company is also integrating Leoni K's automotive cable solutions, which is expected to enhance its competitive position in the automotive supply chain [12][14]. Future Outlook - The company is projected to achieve net profits of HKD 6.58 billion, HKD 11.12 billion, and HKD 14.12 billion for the years 2025 to 2027, reflecting growth rates of 46.0%, 68.9%, and 26.9% respectively [14][15].

智通财经APP讯，汇聚科技(01729)发布公告，于2025年10月21日，就根据股份计划发行11.4万股新股 份。 ...

Group 1 - The company, 汇聚科技 (01729.HK), announced the issuance of 114,000 shares on October 21, 2025, under its share plan [1] - The issue price for each share is set at HKD 1.506 [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： 2025年10月21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 ...

每经AI快讯，10月21日，港股电信网络基建设施概念午后快速拉升，汇聚科技涨超13%，长飞光纤光缆 涨超9%，中兴通讯涨超5%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company Huiju Technology (01729) announced the issuance of 140,000 shares under its share scheme on October 20, 2025 [1] Summary by Relevant Categories Company Actions - Huiju Technology plans to issue 140,000 shares as part of its share scheme [1]

格隆汇10月20日丨汇聚科技(01729.HK)公布，2025年10月20日，因根据股份计划获行使增发14万股，每 股发行价1.506港元。 ...

Core Viewpoint - The company, 汇聚科技 (01729), announced the issuance of 140,000 shares under its share scheme on October 20, 2025 [1] Company Summary - 汇聚科技 plans to issue a total of 140,000 shares [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： 2025年10月20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 ...