Group 1 - The core viewpoint of the article is that 汇聚科技 (HuiJu Technology) has announced a significant increase in expected annual net profit, projecting a growth of approximately 60% to 70% year-on-year due to increased sales orders in its wire components and data center/server segments [1] - The company's stock price rose over 4% in early trading, reflecting positive market sentiment following the earnings forecast [1] - 招商证券 (ZhaoShang Securities) believes that the company's performance exceeded expectations primarily due to the anticipated demand for domestic servers from companies like Alibaba and ByteDance in 2025, which is expected to significantly boost the company's server business revenue [1] Group 2 - The increase in revenue is also attributed to the improved performance of the company's joint ventures, contributing positively to the overall net profit [1] - The integration effects from 莱尼 (Laini) in the second half of the year are expected to enhance the company's performance further, leading to an upward revision of profit forecasts [1] - The data center and server market is currently experiencing high demand, which is favorable for the company's growth prospects [1]
港股异动 | 汇聚科技(01729)早盘涨超4% 数据中心及服务器业务高增 年度业绩预告超预期