声通科技(02495)早盘涨近40%，截至发稿，涨34.87%，报92.25港元，成交额7932.01万港元。 消息面上，声通科技此前公布，预计2025年上半年净利润不低于5000万元，相较2024年同期5.9亿元的 净亏损，实现扭亏为盈。董事会认为预期扭亏为盈主要归因于全球发售完成后，可赎回出资款的结余由 金融负债重新分类为股本，以及公司业务稳步增长，销售订单及交付量不断增加。 公开资料显示，声通科技是一家以人工智能技术为核心的全栈式交互解决方案提供商，被称为港股"交 互式AI第一股"，其核心竞争力就是全栈AI能力，由声通科技自主研发的"Voicecomm Brain"作为智能中 枢，深度融合语音识别、自然语言处理、多模态交互等技术，支持TAPI、TSAPI、CSTA等国际通信协 议，兼容95%以上的企业业务系统，实现跨平台、跨系统的无缝连接。 ...

截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 聲通科技股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02495 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 28,526,960 | RMB | | | 1 RMB | | 28,526,960 | | 增加 / 減少 (-) | | | 0 | | | | RMB | | 0 | | 本月底結存 | | | 28,526,960 | RMB | | | 1 RMB | | 28,526,960 | | 2. 股份分類 | 普通股 | ...

Summary of Key Points Group 1: Stock Performance - A total of 137 stocks reached 52-week highs as of July 10, with the top three performers being: - Puxing Energy (00090) with a high rate of 196.30%, closing at 1.400 and reaching a peak of 2.240 [1] - Lushang Service (02376) with a high rate of 74.24%, closing at 3.260 and peaking at 3.990 [1] - Yaocai Securities Finance (01428) with a high rate of 28.19%, closing at 13.900 and peaking at 14.460 [1] Group 2: Additional High Performers - Other notable stocks that reached 52-week highs include: - Qianxun Technology (01640) with a high rate of 25.56% [1] - China San San Media (08087) with a high rate of 18.93% [1] - Juneng Group (01730) with a high rate of 11.40% [1] Group 3: 52-Week Low Performance - The 52-week low performance includes: - Shengtong Technology (02495) with a low rate of -17.89%, closing at 68.700 and reaching a low of 66.100 [4] - Xinda Holdings (08471) with a low rate of -10.00%, closing at 0.112 and reaching a low of 0.099 [4] - Caihua Group (08317) with a low rate of -8.20%, closing at 0.062 and reaching a low of 0.056 [4]

Group 1: Company News - Giant Legend's stock surged over 160% on July 9, closing with a 94.37% increase, attributed to Jay Chou's entry into Douyin, enhancing market sentiment significantly [1] - Fuyao Glass announced a reduction of 2.5 million shares by specific shareholder Tao Hongzhu, representing 0.1067% of total shares, with a total value of approximately 36.98 million yuan [2] - Shoucheng Holdings' subsidiary, Beijing Robotics Fund, made an additional investment in Starry Sky Technology, aiming to boost R&D and product upgrades in the global embodied intelligence sector [3] - Sound Communication Technology expects a net profit of no less than 50 million yuan for the first half of the year, a turnaround from a net loss of approximately 590 million yuan in the same period last year, driven by financial restructuring and business growth [4] Group 2: Market Overview - The Hang Seng Index closed at 23892.32, down 1.06% on July 10 [5] - The Hang Seng Tech Index fell by 1.76%, closing at 5231.99 [5] - The National Enterprises Index decreased by 1.28%, ending at 8597.27 [5]

Group 1 - The company expects to record a net profit and adjusted net profit of no less than 50 million in the first half of 2025, compared to a net loss of 590 million and an adjusted net profit of 43 million in the same period last year [1]

Core Viewpoint - The company anticipates a significant turnaround in financial performance, projecting a net profit of at least 50 million yuan for the six months ending June 30, 2025, compared to a net loss of approximately 590 million yuan for the same period in 2024 [1] Financial Performance - The expected net profit of at least 50 million yuan marks a substantial improvement from the previous year's net loss of about 590 million yuan [1] - The adjusted net profit for the six months ending June 30, 2025, is projected to be at least 50 million yuan, while the adjusted net profit for the same period in 2024 was approximately 43 million yuan [1] Factors Contributing to Performance - The board attributes the anticipated turnaround primarily to the reclassification of redeemable capital from financial liabilities to equity following the completion of a global offering [1] - The company is experiencing steady business growth, with increasing sales orders and delivery volumes contributing to the positive outlook [1]

Core Insights - AI is transitioning from laboratory science to productivity tools, with companies focusing on integrating technology into industry scenarios for comprehensive smart upgrades in the real economy [1] - The 2025 Forbes China AI Technology Companies TOP 50 list was released, with nine companies from Wuhan making the list, ranking fourth nationally [1][2] - The Ministry of Industry and Information Technology launched the AI large model public service platform in Wuhan, aiming to provide customized services and facilitate industry collaboration [2][3] Group 1: AI Development and Trends - AI is accelerating its transformation into productivity tools, driven by breakthroughs in large model technology and decreasing costs [1] - The emergence of AI-First applications in China is expected to rise this year, positioning the country among the world's top players [1] Group 2: Company Rankings and Regional Insights - Wuhan has nine companies listed in the TOP 50, showcasing its strength in AI innovation [2] - Shanghai leads with 21 companies, highlighting a trend of "hard technology + internationalization," while Beijing and Guangdong follow with 14 companies each [1][2] Group 3: Specific Company Initiatives - Voice Technology, a second-time entrant on the list, is establishing a smart transportation and digital park ecosystem in Wuhan, collaborating on autonomous driving projects [2] - The company has developed innovative features such as an AR tour guide system and a digital twin platform for drone delivery [2] Group 4: National AI Platform - The newly launched Wuhan platform will leverage national resources to provide customized large model services and facilitate AI technology integration in the central region [3] - The platform aims to create a one-stop service for model selection, reduce application costs, and enhance industry supply-demand connections [3]

Group 1 - The core point of the article highlights the dramatic price fluctuations of SoundTalk Technology (02495.HK), which saw its stock price drop over 70% from a peak of 650 HKD per share to a low of 180 HKD per share within a week, erasing significant gains made earlier [1][6][7] - SoundTalk Technology is recognized as the "first interactive AI stock" in Hong Kong, primarily providing information technology solutions aimed at enhancing communication and business interactions for enterprise-level users [3][4] - The company ranked first in the market for full-stack interactive AI solutions for urban management and administrative enterprises in China, according to a report by iResearch [5] Group 2 - Following its listing, SoundTalk Technology's stock initially struggled but surged dramatically from 249 HKD to 650 HKD per share between May 12 and May 19, marking a 263% increase over six trading days, driven by optimistic market sentiment and favorable industry policies [6] - However, the company's fundamentals revealed a significant "expectation gap," with a reported net loss of 489 million HKD, which contributed to the subsequent sharp decline in stock price [6][8] - The stock's decline was exacerbated by concerns over market manipulation, as the average daily trading volume was low, indicating that a small amount of capital could lead to significant price movements [8]

Core Insights - The 11th Chengdu International Auto Parts and Aftermarket Service Exhibition opened with a theme of "Integration, Sharing, Trends," covering an exhibition area of 52,000 square meters and attracting over 770 participating companies [1] - The event aims to create a significant automotive industry gathering in Southwest China, with over 20 activities planned, including the 2025 China New Energy Vehicle International Cooperation Conference [1] Company Highlights - Sichuan Shengtong Xuanwu Information Technology Co., Ltd., a subsidiary of Shengtong Technology, showcased its innovative products at the exhibition, highlighting the new business models and achievements in the new energy and intelligent connected vehicle supply chain [1][2] - The Mianyang exhibition area covered 108 square meters, featuring over 110 technology products across six categories, including new energy vehicles, autonomous driving, and engine components [1][2] - The unmanned retail vehicle presented by Shengtong Xuanwu attracted significant attention, providing an immersive shopping experience through its "autonomous driving + intelligent service" capabilities [2] Industry Development - Mianyang's automotive industry has seen rapid growth, with 101 automotive enterprises projected for 2024 and an industry output value of 30.131 billion yuan, reflecting an 18.33% year-on-year increase [2] - The city is building a comprehensive new energy vehicle industry chain, integrating complete vehicles, three electric systems, core components, and lightweight materials [2][3] - The exhibition serves as a platform to strengthen Mianyang's automotive industry, promoting high-end, intelligent, and green development [3] Financial Performance - For the six months ending June 30, 2024, Shengtong Technology reported revenues exceeding 370 million yuan, with a gross profit of over 160 million yuan and an adjusted net profit exceeding 40 million yuan, resulting in gross and adjusted net profit margins of 43.7% and 11.6%, respectively [3] - Following its successful IPO, Shengtong Technology's stock price rose from an issuance price of 152.1 HKD per share to over 222.0 HKD per share by August 21, indicating strong market interest and valuation growth [4] - The company anticipates that the elimination of certain financial liabilities related to redeemable equity will positively impact its net profit post-IPO, aligning it with adjusted net profit figures [4]

近日，交互式人工智能龙头声通科技（02495.HK）股价异动频频。 回顾声通科技的日线走势图，今年以来，该公司多数交易日都表现平平，日均成交额不足千万港元，市 场交投相对清淡。 然而，5月9日，该股放量上涨，随后在5月12日，声通科技大幅拉升，单日涨幅达27.53%，成交额飙升 至3788万港元。次日，该股继续狂飙;，股价再涨40.32%，两日累计涨幅近79%，引发市场瞩目。随后 的5月14日，该股收跌5.88%，但单日振幅达20.36%。 从公司基本面看，声通科技总体表现良好，但也存在一些隐忧。 资料显示，声通科技是一家以人工智能与计算机技术为核心，专注为企业客户提供信息和商业交互智能 化的解决方案提供商，主要向四个主要终端客户行业（即城市管理与行政、汽车及交通、通信和金融） 提供这些解决方案。 2024年，声通科技实现收入9.41亿元（单位人民币，下同），同比增加15.8%；毛利为5.10亿元，同比 增加56.9%。 年内，声通科技新获授权项目377个，同比增长26.5%；期末进行中的项目226个，同比增长50.7%。新 项目的合约价值同比增长29.3%，达到13.11亿元。这些项目确认收入后，将会推动声 ...