Market Overview - After a rebound yesterday, the markets continued to rise today, with the Hang Seng Index increasing by 2.12% [1] - The potential end of the government shutdown is seen as a positive for the stock market, as President Trump urged the Republican Party to pass the spending bill quickly [1] - AI sector developments, particularly comments from NVIDIA's CEO Jensen Huang regarding China's advantages in AI, have fueled market sentiment [1] Company Performance - Hua Hong Semiconductor reported a record third-quarter revenue of $635.2 million, with expectations for fourth-quarter revenue between $650 million and $660 million [2] - The company's 12-inch wafer business now accounts for 59.3% of total revenue, driving overall growth [2] - The utilization rate of the 8-inch wafer plant is at 109.5%, indicating strong market demand in specialty processes [2] Strategic Partnerships - Ceres Power signed a manufacturing license agreement with Weichai Power for solid oxide fuel cells, aiming to produce batteries for data centers and industrial markets [3] - A strategic cooperation agreement was signed between DayOne and Weisheng Holdings to deepen collaboration in the data center sector [3] Resource Sector Developments - Major gas turbine orders in North America are projected to extend to 2030, driven by increased capital expenditure in data centers [3] - The aluminum industry is experiencing a positive trend, with companies like China Aluminum and China Hongqiao seeing stock increases of over 10% due to improved profit margins [3] Robotics and AI Applications - Xpeng Motors showcased its new generation humanoid robot, which is expected to begin commercialization next year [4] - Blues Technology has received an order for 10,000 quadruped robots, highlighting its manufacturing capabilities in the intelligent hardware sector [5] Financial Transactions - Cathay Pacific announced a share buyback agreement with Qatar Airways for approximately 9.57% of its shares, valued at HKD 6.969 billion [6] - The buyback price represents a 4% discount compared to the closing price before the announcement, which is seen as favorable for the company [6] Industry Events - The Fourth China Nuclear Energy High-Quality Development Conference will be held in November 2025, showcasing innovations in nuclear technology [7] PCB Industry Insights - Kingboard Laminates reported a revenue increase of 11% year-on-year, driven by rising prices of copper-clad laminates [8] - The company is advancing in high-end product development, with plans for new production lines for low dielectric materials [9]

每经AI快讯，威胜控股(03393.HK)涨超7%，截至发稿，涨7.38%，报14.4港元，成交额1561.39万港元。 ...

中泰国际近期研报指出，正当AI产业全球崛起，数据中心耗电需求跟随增长，促进公司的智能配电业 务扩大。公司的业务定位也由传统工业扩展至先进科技，提供重估机遇，突破港股工业板块估值的框 架。该行指出，自FY24起，数据中心客户推动公司的智能配电业务扩大。今年上半年马来西亚新山市 工厂投产，料将助力威胜控股的海外智能配电业务进一步扩张。此工厂开幕庆典期间，公司更DayOne 签署战略合作协议，就数据中心领域展开深度协同。 消息面上，微软CEO纳德拉与OpenAI CEO奥尔特曼近日共同接受采访时表示，当前人工智能行业面临 的问题并非算力过剩，而是缺乏足够的电力来支撑所有GPU运行。其指出，如果不能保证在靠近电源的 地方足够快地建成基础设施，可能就会有一堆芯片放在仓库里却无法启用。此外，美国能源信息署 （EIA）预期美国的电力消耗将在2025年和2026年创下历史新高，需求的增长主要受人工智能、数据中 心扩张等因素驱动。 智通财经APP获悉，威胜控股(03393)涨超7%，截至发稿，涨7.38%，报14.4港元，成交额1561.39万港 元。 ...

中泰国际近期研报指出，正当AI产业全球崛起，数据中心耗电需求跟随增长，促进公司的智能配电业 务扩大。公司的业务定位也由传统工业扩展至先进科技，提供重估机遇，突破港股工业板块估值的框 架。该行指出，自FY24起，数据中心客户推动公司的智能配电业务扩大。今年上半年马来西亚新山市 工厂投产，料将助力威胜控股的海外智能配电业务进一步扩张。此工厂开幕庆典期间，公司更DayOne 签署战略合作协议，就数据中心领域展开深度协同。 消息面上，微软CEO纳德拉与OpenAI CEO奥尔特曼近日共同接受采访时表示，当前人工智能行业面临 的问题并非算力过剩，而是缺乏足够的电力来支撑所有GPU运行。其指出，如果不能保证在靠近电源的 地方足够快地建成基础设施，可能就会有一堆芯片放在仓库里却无法启用。此外，美国能源信息署 (EIA)预期美国的电力消耗将在2025年和2026年创下历史新高，需求的增长主要受人工智能、数据中心 扩张等因素驱动。 威胜控股(03393)涨超7%，截至发稿，涨7.38%，报14.4港元，成交额1561.39万港元。 ...

天眼查App显示，近日，威胜供应链（湖南）有限公司成立，法定代表人为王赜，注册资本5000万人民 币，经营范围包括供应链管理服务、进出口代理、信息咨询服务、普通货物仓储服务等。股东信息显 示，该公司由威佳创建有限公司全资持股。对外投资信息显示，威佳创建有限公司持股威胜集团有限公 司、威胜信息技术股份有限公司等公司。 天眼查App显示，近日，威胜供应链（湖南）有限公司成立，法定代表人为王赜，注册资本5000万人民 币，经营范围包括供应链管理服务、进出口代理、信息咨询服务、普通货物仓储服务等。 ...

2013年11月4日，习近平总书记轻车简从来到威胜控股有限公司，进车间、问生产、话发展。 了解到威胜自主研发的多款电表打破国外垄断后，总书记微笑点头，问企业每年研发投入有多大，对其不 断开发产品、拓展市场所取得的成绩表示肯定。 "你手上戴的这个手环是做什么的？"在1号厂房三楼的电装车间，习近平总书记亲切询问一名产线女工。 当时23岁的张石容有些紧张，但更多是激动，"这是防静电手环，用来导出人体静电、保护精密元器件， 从而确保产品的质量。"她清晰回答。 编者按 党的十八大以来，习近平总书记在长沙先后考察了威胜控股、山河智能、马栏山视频文创产业园等企业、 园区，不少企业员工在现场聆听了总书记的殷殷嘱托。 新时代新征程，这些员工和所在企业牢记嘱托，在转型升级、破浪出海的过程中闯过了激流险滩、书写着 奋斗篇章。即日起，长沙晚报推出"总书记的话记心上——我与企业共成长"特别策划，记录个人与企业共 成长、与时代共命运的精彩故事。 长沙晚报全媒体记者 邬伟 胡媛媛 吴鑫矾 朱泽寰 【难忘瞬间】 考察中，总书记指出，新一轮科技革命和产业革命正在孕育兴起，企业要抓住机遇，不断推进科技创新、 管理创新、产品创新、市场创新、品牌创 ...

致：香港交易及結算所有限公司 公司名稱: 威勝控股有限公司 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 | | | 呈交日期: 2025年10月31日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 03393 | 說明 | 不適用 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 100,000,000,000 | HKD | | 0.01 | HKD | | 1,000,000,000 | | 增加 / 減少 (-) | | | | | | | HKD | | | | 本月底結存 | | | 100,000,000,000 | HKD | | 0.01 | HKD | | 1,000,000,000 | 本月底法定/註冊股本總額： H ...

Core Insights - Weisheng Holdings (03393) reported a revenue of 2.112 billion RMB for the nine months ending September 30, 2025, representing an 8.8% year-on-year increase [1] - The net profit attributable to equity holders of Weisheng Information Technology was 474 million RMB, reflecting a year-on-year increase of 12.24% [1]

Group 1 - The core viewpoint of the article highlights the financial performance of Weisheng Holdings, reporting a revenue of 2.112 billion RMB for the nine months ending September 30, 2025, which represents an 8.8% year-on-year increase [1] - Weisheng Information Technology's net profit attributable to equity holders reached 474 million RMB, reflecting a year-on-year increase of 12.24% [1]

Core Insights - Weisheng Holdings (03393.HK) reported a revenue of RMB 2.112 billion for the nine months ending September 30, 2025, representing a year-on-year growth of 8.80% [1] - The net profit attributable to equity holders of Weisheng Information Technology was RMB 474 million, reflecting a year-on-year increase of 12.24% [1] Financial Performance - Revenue for the period was RMB 2.112 billion, up 8.80% compared to the previous year [1] - Net profit attributable to equity holders reached RMB 474 million, marking a 12.24% increase year-on-year [1]