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汇聚科技现涨超16% 公司有望受益AI算力高景气度及汽车智能化趋势
Zhi Tong Cai Jing· 2025-10-24 07:43
消息面上,10月23日,汇聚科技举办投资者日活动。光大证券发布研报称,基于AI算力维持景气度, AI相关数据中心等基础设施带动公司数据中心电线组件、特种线缆、服务器ODM业务收入持续高速增 长;汽车智能化趋势推动汽车线缆需求高速增长,叠加控股股东立讯精密(002475)收购德国线束厂 Leoni AG,后续Leoni AG旗下Leoni K汽车线缆业务和公司相关业务有望持续发挥渠道、技术等协同效 应,维持公司"买入"评级。 汇聚科技(01729)盘中涨超16%,截至发稿,涨11.95%,报15.83港元,成交额2.79亿港元。 ...
新亚电子:高频高速铜缆连接线营收占比较小
Core Viewpoint - The stock of Xinya Electronics (605277.SH) experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% across three consecutive trading days from July 25 to July 29, 2025 [1] Group 1: Stock Performance - The stock price of Xinya Electronics showed a cumulative increase of over 20% during the trading days of July 25, 28, and 29, 2025, indicating significant market activity [1] - The company has acknowledged the abnormal stock trading situation and has advised investors to be cautious regarding market risks [1] Group 2: Financial Performance - As of the 2024 annual report, the revenue from high-frequency and high-speed copper cable connectors accounted for only 3.31% of the company's total revenue, indicating a relatively small contribution to overall earnings [1] - The company faces uncertainties in the market development of new products, which may impact future revenue growth [1] Group 3: Shareholder Activity - The company conducted a self-examination and confirmed that its controlling shareholders and their concerted actors did not engage in buying or selling the company's stock during the recent trading period [1] - A share reduction plan by company directors and the board secretary was completed on July 22, 2025, as disclosed in a previous announcement [1]