基于当前的项目开发与客户对接进展，公司将聚焦于AI服务器、数据中心等高增长潜力领域，积极与 产业链合作伙伴协作，合规地开展相关产品的商业化落地，满足市场及客户需求。 格隆汇2月3日丨英诺赛科(02577.HK)公告，公司旗下相关产品已完成了在谷歌公司相关AI硬件平台的重 要设计导入，并签订了合规的供货协议。这再次彰显了公司在技术先进性、产品性能和质量等方面在氮 化镓行业的领先地位。 ...

基于当前的项目开发与客户对接进展，公司将聚焦于AI服务器、数据中心等高增长潜力领域，积极与 产业链合作伙伴协作，合规地开展相关产品的商业化落地，满足市场及客户需求。 英诺赛科(02577)公布，公司旗下相关产品已完成了在谷歌公司相关AI硬件平台的重要设计导入，并签 订了合规的供货协议。这再次彰显了公司在技术先进性、产品性能和质量等方面在氮化镓行业的领先地 位。 ...

Core Viewpoint - InnoCare (02577) has successfully integrated its products into Google's AI hardware platform and signed a compliant supply agreement, highlighting its leading position in the GaN industry regarding technological advancement, product performance, and quality [1] Group 1: Product Development and Partnerships - The company will focus on high-growth potential areas such as AI servers and data centers, actively collaborating with industry chain partners to commercialize related products [1]

自願公告 有關與谷歌公司重大業務進展的公告 本公告由英諾賽科（蘇州）科技股份有限公司（「本公司」或「英諾賽科」）自願作出。 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。 InnoScience (Suzhou) Technology Holding Co., Ltd. 英 諾 賽 科（ 蘇 州 ）科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2577） 本公司董事會（「董事會」）欣然宣佈，本公司旗下相關產品已完成了在谷歌公司相 關AI硬件平台的重要設計導入，並簽訂了合規的供貨協議。這再次彰顯了本公司 在技術先進性、產品性能和質量等方面在氮化鎵行業的領先地位。 基於當前的項目開發與客戶對接進展，本公司將聚焦於AI服務器、數據中心等 高增長潛力領域，積極與產業鏈合作夥伴協作，合規地開展相關產品的商業化落 地，滿足市場及客戶需求。 董事會將繼續關注項目後續進展，並遵照《香港聯合交易所有限公司證券上市規 則》及相關 ...

Group 1 - The core viewpoint of the article highlights a recovery in Hong Kong's chip stocks, with notable gains in several companies [1] Group 2 - Zhaoyi Innovation (03986.HK) experienced a rise of over 6% [1] - Other companies that saw increases include ASMPT (00522.HK), Huahong Semiconductor (01347.HK), Tianyu Semiconductor (02658.HK), Shanghai Fudan (01385.HK), Innodisk (02577.HK), and Birun Technology (06082.HK) [1]

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。 InnoScience (Suzhou) Technology Holding Co., Ltd. 英 諾 賽 科（ 蘇 州 ）科 技 股 份 有 限 公 司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：2577） 持續關連交易 修訂產品、服務及設備銷售框架協議的年度上限 茲提述本公司日期為2025年3月28日的公告（「持續關連交易公告」），內容有關 （其中包括）本公司與星鑰半導體訂立產品、服務及設備銷售框架協議，期限自 2025年1月1日至2027年12月31日（包括首尾兩日），為期三年。除文義另有界定 外，本公告所用詞彙與持續關連交易公告所界定者具有相同涵義。 由於合作業務量的快速增長，董事會預期產品、服務及設備銷售框架協議下的 交易金額將會增加，而截至2026年12月31日及2027年12月31日止兩個財政年 度的原定年度上限（「原定年度上限」）可能不足以涵蓋有關交易金額。因此，於 2 ...

Group 1 - The Hong Kong chip stocks experienced a collective decline, with notable drops in several companies' stock prices [1] - Hua Hong Semiconductor fell over 12%, while Zhaoyi Innovation dropped 11%, and Wallin Technology decreased by over 7% [1] - Other companies such as Shanghai Fudan and InnoCare also saw declines exceeding 6%, with SMIC, ASMPT, and Tianyu Semiconductor dropping more than 5% [1] Group 2 - Hua Hong Semiconductor's stock price decreased by 12.79%, reaching 101.600, with a total market capitalization of 176.54 billion and a year-to-date increase of 36.74% [2] - Zhaoyi Innovation's stock fell by 11.04% to 298.000, with a market cap of 207.64 billion and a year-to-date increase of 83.95% [2] - Wallin Technology's stock price dropped by 7.47% to 32.200, with a market cap of 78.53 billion and a year-to-date increase of 64.29% [2] - Shanghai Fudan's stock decreased by 6.85% to 48.440, with a market cap of 39.90 billion and a year-to-date increase of 6.88% [2] - InnoCare's stock fell by 6.17% to 54.000, with a market cap of 49.42 billion and a year-to-date decrease of 31.12% [2] - SMIC's stock price declined by 5.31% to 71.400, with a market cap of 571.23 billion and a year-to-date change of -0.07% [2] - ASMPT's stock decreased by 5.20% to 98.500, with a market cap of 411.51 billion and a year-to-date increase of 27.18% [2] - Tianyu Semiconductor's stock fell by 5.03% to 47.580, with a market cap of 18.71 billion and a year-to-date change of -0.88% [2]

Group 1 - The core viewpoint of the article is that InnoCare (02577) has seen a significant reduction in shareholding pressure following the end of its lock-up period in December last year [1] - The company's core business growth remains robust, particularly in its AI server, automotive, and robotics sectors [1] - The current valuation of InnoCare is considered attractive, presenting a good investment opportunity, with the upcoming Lunar New Year gala expected to act as a new catalyst for the stock, particularly highlighting the robotics performance [1] Group 2 - The report reiterates a "Outperform" rating for InnoCare, with a target price set at HKD 113.6 [1]

Core Viewpoint - The report from Credit Lyonnais indicates that the pressure from share reduction on InnoCare (02577) has significantly eased since the end of the lock-up period in December last year, making the current valuation attractive for investment opportunities [1] Company Performance - InnoCare's core business growth remains robust, particularly in its AI server, automotive, and robotics sectors [1] - The upcoming Lunar New Year Spring Festival is expected to act as a new catalyst for the stock, with the robot performance anticipated to be a highlight [1] Investment Rating - Credit Lyonnais reiterates a "Outperform" rating for InnoCare, setting a target price of HKD 113.6 [1]

智通财经APP获悉，英诺赛科(02577)于2026年1月29日进行了最新股东权益披露。 | 股票名称 | 机构名称 | 性质 | 变动前持股 | 变动后持股 | 持股比 | | --- | --- | --- | --- | --- | --- | | 英诺赛科(02577) | SK Innovation Co., | 好仓 | 4847.90 万股 | 1603.90 万股 | 3.05%(最新) | | | Ltd. | | | | 9.22%(前次) | | 英诺赛科(02577) | SK Inc. | 好仓 | 4847.90 万股 | 1603.90 万股 | 3.05%(最新) | | | | | | | 9.22%(前次) | | 英诺赛科(02577) | SK China Company | 好仓 | 4847.90 万股 | 1603.90 万股 | 3.05%(最新) | | | Limited | | | | 9.22%(前次) | 备注：持股数变动有可能因供股、合股、拆股等情况引起，请注意对照实际情况进行辨别。 ...