嘉利国际再涨超4% 中期收入同比增长5.4% 伺服器机壳业务毛利改善

Core Viewpoint - 嘉利国际's stock has increased by over 4%, currently trading at 2.85 HKD, with a trading volume of 8.4375 million HKD [1] Financial Performance - For the six months ending September 30, 2025, 嘉利国际 reported revenue of 1.609 billion HKD, a year-on-year increase of 5.4% [1] - The net profit stood at 102 million HKD, remaining flat compared to the same period last year, which includes a net loss of approximately 39.352 million HKD from a non-operating project and property investment disposal [1] - Excluding one-time items, the profit attributable to equity holders was approximately 141 million HKD, representing a 39% increase compared to the previous year [1] Business Developments - The increase in profit is primarily attributed to improved gross margins in the server chassis (general and AI) business [1] - 嘉利国际 has been included in Nvidia's list of suppliers for server chassis and cabinet components, successfully delivering multiple prototype products to support Nvidia's AI server platform and data center deployment [1] - The company has commenced deliveries of its application-specific integrated circuit (ASIC) related server products, marking a significant milestone in entering the core supply chain for AI servers, which is expected to drive future order growth [1]