Core Viewpoint - 汇聚科技's stock has experienced a significant decline of over 12%, currently trading at 15.96 HKD, with a trading volume of 87.1 million HKD [1] Group 1: Company Actions - 汇聚科技 announced a placement of 108 million shares at a price of 15.22 HKD per share, representing a discount of 14.97% from the previous closing price [1] - The net proceeds from the placement are expected to be 16.345 billion HKD, with approximately 50% allocated for strategic investments and acquisitions [1] - About 30% of the proceeds will be used to support the development of global business and expansion into overseas markets [1] - Approximately 20% of the funds will be directed towards working capital and general corporate purposes to support the company's operations and growth [1] Group 2: Market Analysis - 中信建投 recently published a report highlighting 汇聚科技's strong ties with leading cloud service providers like Google, indicating potential benefits from the upgrade of 800G/1.6T optical modules and the evolution of CPO technology [1] - The AI server JDM/ODM business is experiencing rapid growth, with a year-on-year revenue increase of 82.1% in the first half of last year, further supported by the acquisition of Leoni automotive cables to enhance high-end automotive electronics [1]
汇聚科技重挫逾12% 公司拟折价近15%配股 净筹超16.3亿港元