招商证券认为，汇聚科技业绩超预期主要因2025年阿里、字节等国产服务器需求带动公司服务器业务营 收实现大幅增长，同时下半年莱尼整合效果较佳亦带来业绩增厚。考虑到数据中心及服务器市场需求高 景气、莱尼盈利能力好于预期，上调公司盈利预测。 汇聚科技(01729)早盘涨超4%，截至发稿，涨3.22%，报15.07港元，成交额6657.91万港元。 消息面上，汇聚科技此前发布盈喜，预期年度纯利同比增长约60%至70%。主要由于电线组件分部内数 据中心及服务器分部的销售订单增加带动集团收入增加；及本年度分占联营公司业绩净额增加。 ...

Group 1 - The core viewpoint of the article is that 汇聚科技 (HuiJu Technology) has announced a significant increase in expected annual net profit, projecting a growth of approximately 60% to 70% year-on-year due to increased sales orders in its wire components and data center/server segments [1] - The company's stock price rose over 4% in early trading, reflecting positive market sentiment following the earnings forecast [1] - 招商证券 (ZhaoShang Securities) believes that the company's performance exceeded expectations primarily due to the anticipated demand for domestic servers from companies like Alibaba and ByteDance in 2025, which is expected to significantly boost the company's server business revenue [1] Group 2 - The increase in revenue is also attributed to the improved performance of the company's joint ventures, contributing positively to the overall net profit [1] - The integration effects from 莱尼 (Laini) in the second half of the year are expected to enhance the company's performance further, leading to an upward revision of profit forecasts [1] - The data center and server market is currently experiencing high demand, which is favorable for the company's growth prospects [1]

Group 1 - Baidu Intelligent Cloud has set an ambitious AI-related revenue growth target of 200% by 2026, up from the previous target of 100%, aiming to become the leader in the AI cloud market [1] - According to IDC, the global AI cloud market is expected to exceed $400 billion by 2030, indicating significant growth potential in the sector [2] - In 2025, major Chinese cloud providers are projected to secure a total of 341 contracts related to large models, with a total bid amount of approximately 2.7 billion yuan [2] Group 2 - Baidu Intelligent Cloud has secured 109 projects with a total bid amount of about 900 million yuan, maintaining its position as the leader in both project count and bid amount for two consecutive years [2] - Citic Securities reports that the demand for AI computing power is expanding, leading to a positive outlook for the optical module industry and opportunities across the supply chain [2] - Citic Securities also notes that Amazon's recent 15% price increase for its AI computing service EC2 marks a break from the long-standing trend of decreasing cloud service prices, reflecting tight supply conditions [2] Group 3 - Citic Securities suggests monitoring cloud service providers for potential price increases and continues to recommend the AI computing sector and AI applications [3] - The AI computing sector is experiencing a period of adjustment, which Citic Securities views as an opportunity for investors [4] - Key Hong Kong stocks related to the AI computing sector include Changfei Optical Fiber, Cambridge Technology, Hongteng Precision, and Huiju Technology [5]

（原标题：汇聚科技(01729)根据股份计划发行20万股） 智通财经APP讯，汇聚科技(01729)发布公告，该公司于2026年1月26日根据股份计划发行20万股股份。 ...

汇聚科技(01729)发布公告，该公司于2026年1月26日根据股份计划发行20万股股份。 ...

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： 2026年1月26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 | | 佔有關事件前的現有已發 | 庫存股份變動 | 每股發行/出售價 (註 ...

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 於二零二六年一月二十一日舉行的 股東特別大會投票結果 匯聚科技有限公司（「本公司」）董事（「董事」）會（「董事會」）欣然宣佈，在本公司於二零二六年一月 二十一日（星期三）下午三時正假座香港沙田香港科學園科技大道東5號5E大樓2樓213-221室大會 議室舉行的股東特別大會（「股東特別大會」）上，於日期為二零二五年十二月三十一日的通函（「通 函」）（當中載有股東特別大會通告（「股東特別大會通告」））所提呈之決議案（「決議案」）獲本公司股 東（「股東」）以投票表決方式正式通過為普通決議案。除文義另有界定者外，本公告所用詞彙與通 函所界定者具有相同涵義。 執行董事柯天然先生及黃志權先生以及獨立非執行董事陸偉成先生親自出席股東特別大會，而非 執行董事王來春女士、獨立非執行董事何顯信先生、陳忠信先生及陳潔芬女士以虛擬會議方式出 席股東特別大會。 - 1 - 於股東特別大會上獲提呈之決議案之投票結果如下： ...

Group 1 - The stock of Huiju Technology (01729.HK) experienced a significant increase, rising over 5% in the afternoon trading session [1] - As of the report, the stock price reached 17.04 HKD, reflecting a gain of 4.67% [1] - The trading volume for the stock amounted to 215 million HKD [1]

Group 1 - The core viewpoint of the article is that 汇聚科技 (Huiju Technology) anticipates a significant increase in net profit for 2025, projecting a year-on-year growth of approximately 60% to 70% [1] - The expected growth is attributed to two main factors: an increase in sales orders from the data center and server segment, which boosts overall revenue, and an increase in the net performance contribution from associated companies this year [1] - 招商证券 (Zhaoshang Securities) reports that the earnings forecast for 汇聚科技 exceeds expectations, primarily driven by the demand for domestic servers from companies like Alibaba and ByteDance, leading to substantial revenue growth in the server business [1] Group 2 - The report also highlights that the integration effects of 莱尼 (Laini) in the second half of the year are expected to enhance performance, contributing positively to the overall results [1] - Given the high demand in the data center and server market, along with better-than-expected profitability from 莱尼, the earnings forecast has been revised upward, maintaining a "strong buy" rating [1]

Core Viewpoint - The company Huiju Technology (01729) anticipates a net profit growth of approximately 60% to 70% year-on-year for 2025, driven by increased sales orders in the data center and server segments, as well as improved performance from associated companies [1] Group 1: Financial Performance - Huiju Technology's stock rose over 5%, trading at 17.04 HKD with a transaction volume of 215 million HKD [1] - The expected profit growth is attributed to two main factors: increased sales orders in the wire component division and a rise in net earnings from associated companies [1] Group 2: Market Demand - The report from China Merchants Securities highlights that the anticipated performance exceeds expectations due to strong demand for domestic servers from companies like Alibaba and ByteDance, significantly boosting the company's server business revenue [1] - The integration effects from the acquisition of Laini are also expected to enhance performance in the second half of the year [1] Group 3: Analyst Recommendations - The report suggests an upward revision of profit forecasts due to the high demand in the data center and server market, as well as Laini's better-than-expected profitability, maintaining a "strong buy" rating [1]