TIME INTERCON(01729)
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汇聚科技(01729) - 翌日披露报表
2025-11-25 11:57
| 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11月20日 | | 1,959,121,000 | | 0 | | 1,959,121,000 | | 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 | | | 120,000 | 0.006 % | | HKD 1.506 | | | 而發行新股或轉讓庫存股份 - ...
港股光通信相关个股大涨,汇聚科技涨超17%
Mei Ri Jing Ji Xin Wen· 2025-11-25 03:13
每经AI快讯,11月25日,港股光通信相关个股大涨,汇聚科技涨超17%,长飞光纤光缆涨超15%,京信 通信涨超10%,剑桥科技涨超4%。 ...
汇聚科技涨近9% MPO业务为核心利润来源 卡位谷歌等海外云大厂供应链
Zhi Tong Cai Jing· 2025-11-24 06:42
Group 1 - The core viewpoint is that 汇聚科技 (HuiJu Technology) is positioned well in the AI computing and MPO optical communication sectors, leading to significant growth potential [1] - The MPO business is identified as the main profit source for the company, with a strong market position and a 43% and 35% year-on-year increase in optical fiber revenue for 2024 and the first half of 2025 respectively [1] - The company is a key supplier in the Google ecosystem, with its MPO products experiencing high demand and profitability exceeding the company's average [1] Group 2 - Google Cloud's AI infrastructure head, Amin Vahdat, stated that Google aims to double its computing capacity every six months, targeting a 1000-fold increase over the next 4-5 years [2] - 华泰证券 (Huatai Securities) is optimistic about the performance of Google's Gemini 3 and Banana Pro, noting that initial benchmark results have exceeded expectations [2] - The ongoing growth in capital expenditures (Capex) from overseas cloud providers indicates a sustained high level of industry prosperity [2]
港股汇聚科技涨近9%
Mei Ri Jing Ji Xin Wen· 2025-11-24 06:41
每经AI快讯,汇聚科技(01729.HK)涨近9%,截至发稿,涨8.73%,报14.32港元,成交额1.74亿港元。 ...
港股异动 | 汇聚科技(01729)涨近9% MPO业务为核心利润来源 卡位谷歌等海外云大厂供应链
智通财经网· 2025-11-24 06:34
Group 1 - The core viewpoint is that Huiju Technology (01729) is experiencing significant stock price growth due to strong demand for AI computing power and its strategic positioning in the MPO optical communication and AI server sectors [1] - Huiju Technology's MPO business is identified as the main source of profit, with a leading position in technology and a strong demand for its products, particularly the 16-core MPO which has begun mass shipments [1] - The revenue from optical fiber is projected to grow significantly, with a year-on-year increase of 43% in 2024 and 35% in the first half of 2025, indicating robust future growth potential for the MPO business [1] Group 2 - Google Cloud's AI infrastructure head revealed that Google aims to double its computing capacity every six months, targeting a 1000-fold increase over the next 4-5 years [2] - The performance of Google's new products, Gemini 3 and Nano Banana Pro, has exceeded expectations, reinforcing the trend that increased computing power leads to enhanced model capabilities [2] - The ongoing growth in capital expenditures (Capex) from overseas cloud providers suggests a sustained high level of industry prosperity [2]
汇聚科技(01729) - 致非登记持有人之通知信函及申请表格 - 刊发通函之发佈通知
2025-11-23 10:19
(Incorporated in Cayman Islands with limited liability) (於開曼群島註冊成立的有限公司) (Stock Code 股份代號:1729) Dear Non-registered Holder, Time Interconnect Technology Limited (the "Company") – Notification of publication of Circular (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are available on the Company's website at www.time-interconnect.com and the website of The Stock Exchange of Hong Kong Limited (the "Stock Exchange") at www.hkexnews.hk ( ...
汇聚科技(01729) - 致登记股东之通知信函及回条 - 刊发通函之发佈通知
2025-11-23 10:14
(Incorporated in Cayman Islands with limited liability) (於開曼群島註冊成立的有限公司) (Stock Code 股份代號:1729) NOTIFICATION LETTER 通知信函 21 November 2025 Dear Registered Shareholders. Time Interconnect Technology Limited (the "Company") – Notification of publication of Circular (the "Current Corporate Communication") The English and Chinese versions of the Company's Current Corporate Communications are now available on the Company's website at www.time-interconnect.com and the website of The Stock Exchange of Hong Kong Lim ...
汇聚科技(01729) - 有关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
2025-11-21 11:04
此乃要件 請即處理 閣下如已售出或轉讓名下所有股份,應立即將本通函送交買主或承讓人,或經手買賣或轉讓的 銀行、持牌證券交易商、註冊證券機構或其他代理商,以便轉交買主或承讓人。 本通函僅供參考,並不構成收購、購買或認購本公司股份或其他證券的邀請或要約。 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通函的內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表示概不就因本通函全部或任何部分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 有關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 本公司財務顧問 閣下如對本通函任何方面或應採取之行動有任何疑問,應諮詢閣下之持牌證券交易商或註冊證 券機構、銀行經理、律師、專業會計師或其他專業顧問。 本封面所用詞彙與本通函「釋義」一節中所定義者具有相同涵義。董事會函件載於本通函第6至 24頁。收購事項已根據上市規則第14.44條經股東書面批准,而無需召開本公司股東大會。本 通函茲寄發予股東,僅供參考。 二零二五年十一月二十一日 | 釋義 | | | 1 | | --- | --- | --- | --- | | 董事會函件 ...
汇聚科技(01729) - 翌日披露报表
2025-11-20 10:14
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11月20日 第 2 頁 共 6 頁 v 1.3.0 FF305 確認 根據《主板上市規則》第13.25C條 / 《GEM上市規則》第17.27C條,我們在此確認,據我們所知所信,第一章節所述的每項股份發行或庫存股份出售或轉讓已獲發行人董事會正式授權批准,並遵 照所有適用上市規則、法律及其他監管規定進行,並在適用的情況下: 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 ...
港股收盘 | 恒指收涨0.02% 内房股盘中拉升 宁德时代股份解禁挫逾5%
Zhi Tong Cai Jing· 2025-11-20 08:49
Market Overview - The Hong Kong stock market opened high but experienced a decline, with the Hang Seng Index closing at 25,835.57 points, up 0.02% or 4.92 points, and a total turnover of HKD 245.136 billion [1] - The Hang Seng China Enterprises Index fell by 0.08% to 9,143.34 points, while the Hang Seng Tech Index decreased by 0.58% to 5,574.59 points [1] Sector Performance - Citic Securities predicts a rebound in the Hong Kong stock market by 2026, driven by a recovery in fundamentals and significant valuation discounts. They recommend focusing on five long-term sectors: technology, healthcare, resource products benefiting from inflation and de-dollarization, essential consumer goods, and sectors benefiting from RMB appreciation [1] - Blue-chip stocks showed mixed results, with Link REIT leading the decline, down 6.42% to HKD 38.8, while Techtronic Industries rose 5.36% to HKD 88.5 [2] Real Estate Sector - The real estate sector is highlighted as crucial for household asset allocation in China, with policies aimed at stabilizing housing prices to support economic circulation. High-quality residential properties are expected to see growth due to favorable policy changes [4] - Major real estate stocks like Sunac China and Vanke saw significant gains, with Sunac up 6.02% to HKD 1.41 [3] Technology Sector - Nvidia reported strong Q3 earnings, with revenue of USD 57 billion, a 62% year-on-year increase, and a net profit of USD 31.9 billion, up 65%. The data center business reached a record revenue of USD 51.2 billion, reflecting the ongoing AI trend [5] - Nvidia-related stocks were active, with companies like GigaDevice and Hongteng Precision seeing gains [4] Lithium Sector - Lithium stocks experienced volatility, with Tianqi Lithium and Ganfeng Lithium both closing down nearly 2%. Despite a strong demand outlook, market sentiment remains cautious due to high prices and supply concerns [6] Gold Sector - Gold stocks faced declines, with companies like Jinhai Resources and Lingbao Gold dropping over 2% [6] Notable Company Performances - Kingsoft saw a significant drop of 7.03% after reporting a 17% decline in revenue for Q3 [8] - CATL faced pressure, down 5.66%, as a large portion of its H-share IPO lock-up period ended [9] - WanGuo Data reported a 10.2% increase in net revenue for Q3, leading to a rise of 6.21% in its stock price [10] - Kingsoft Cloud's stock rose by 4.87% after reporting a 31.4% increase in total revenue for Q3 [11]