Group 1 - The core viewpoint of the article is that 汇聚科技 (01729) has announced a positive earnings forecast, expecting a 60% to 70% increase in net profit for the fiscal year 2025 compared to the previous year [1] - The increase in revenue is primarily driven by a rise in sales orders in the data center and server segments within the wire components division [1] - The company also anticipates an increase in net earnings from its joint ventures during the year [1] Group 2 - 招商证券 has released a report highlighting that the company is a crucial part of the立讯体系, with strong positioning in the MPO optical communication and AI server sectors, indicating potential for high-quality growth [1] - The automotive business is expected to benefit from the successful acquisition of 莱尼电缆, positioning the company to rapidly ascend to a leading global automotive cable supplier [1] - The medical equipment segment is described as having long-term growth potential, with active investments in cutting-edge sectors, suggesting a promising outlook for mid to long-term growth opportunities [1]
港股异动 | 汇聚科技(01729)盈喜后涨近6% 公司预期年度纯利同比增长约60%至70%