Core Viewpoint - InnoCare (02577) has seen a stock increase of over 4%, currently trading at 74 HKD, with a transaction volume of 238 million HKD. The company has completed the placement of 20.7 million new H-shares, raising approximately 1.55 billion HKD in net proceeds, which will be used for capacity expansion, debt repayment, and working capital [1][1][1]. Group 1 - InnoCare plans to allocate 482 million HKD for capacity expansion, 376 million HKD for repaying interest-bearing debts, and 692 million HKD for working capital and general corporate purposes [1][1][1]. - The placement is expected to enhance the company's financial strength, market competitiveness, and overall capabilities, promoting long-term healthy development [1][1][1]. Group 2 - According to a report from Citi, Nvidia is promoting a new 800 VDC AI server architecture that could improve power efficiency and is expected to be launched in 2027. This design indicates a demand for gallium nitride (GaN) in AI servers, with an estimated total addressable market (TAM) of 10 billion USD [1][1][1]. - InnoCare is collaborating with Nvidia and is the only supplier capable of providing a complete GaN solution, holding a 30% market share, which translates to a potential revenue share of 21 billion RMB [1][1][1]. - Citi has raised its forecast and target price for InnoCare to 113.6 HKD, reiterating a "outperform" rating [1][1][1].
港股异动 | 英诺赛科(02577)现涨超4% 完成配股净筹超15亿港元 公司与英伟达合作支持800V架构