Group 1 - The core viewpoint of the article highlights that Huiju Technology (01729) experienced a significant stock price increase of over 7%, reaching HKD 15.85, with a trading volume of HKD 75.15 million [1] - The company has been included in the qualified securities list for the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect programs, effective from September 8, 2025, allowing eligible investors in mainland China to trade its shares directly [1] - According to a report from China Merchants Securities, the acceleration of AI computing power construction favors MPO connectors over traditional single-core connectors due to advantages such as space-saving and optimized wiring complexity, aligning with the upgrade trend of AI data centers [1] Group 2 - MPO business is identified as the core profit source for the company, with industry-leading technology and a strong demand for its products, particularly the 16-core MPO which has already achieved mass production [1] - The company is positioned as a key supplier within the Google ecosystem, benefiting from robust demand and profitability that exceeds the company's average levels [1] - The future growth of the MPO business is anticipated to be strong due to the expansion of major clients, overseas capacity construction, and ongoing technological advancements [1]
汇聚科技早盘涨超7% 公司已进入港股通名单 MPO业务未来数年有望高速增长