本报讯 （记者张敏）2月6日，港股上市公司北京讯众通信技术股份有限公司（证券简称"讯众通信"） 发布高级管理人员离职公告及任命公告。根据公告，该公司财务负责人兼董事会秘书胡军因达到法定退 休年龄及综合健康因素递交书面辞任；同时，公司明确由欧咏诗继续担任公司秘书职务，并委任陈再雄 出任财务负责人兼董事会秘书，任期至第四届董事会届满。 讯众通信采用"财务负责人兼董秘"的组织安排，对跨部门协同、财务口径稳定性与披露口径一致性提出 更高要求。公司此次交接同步明确职责承接，尤其是公司秘书体系保持连续，被视为稳定披露责任链条 的重要信号。 全栈式智能云通信服务商 三大板块构成增长底座 从业务结构看，讯众通信定位为"智能云通信建设与服务商"，以云计算、人工智能、物联网等技术为底 座，为政府及企业级客户提供全栈式智能通信服务与数字化解决方案。 在增长路径上，公司亦提出继续开拓新增长机会（尤其是东南亚市场），拟通过与当地电信运营商及服 务提供者合作，将CPaaS及SaaS业务进行海外初步扩展，以复制国内经验、扩大覆盖范围并提升客户黏 性。 结构优化带来的短期波动 长期看重可解释性与可持续性 从公司定期报告披露思路来看，业务结构 ...

Core Insights - An active investing strategy focuses on identifying breakout stocks that trade within specific price ranges, with investors selling when prices fall below the lower band and holding when they break above the upper band for potential gains [1] Breakout Stock Selection - To identify breakout stocks, it is essential to calculate support and resistance levels, where support is the lower bound and resistance is the upper bound of stock movements [2] - Demand for a stock is lowest at the support level, while traders are more inclined to buy at the resistance level, indicating potential breakout candidates [3] Validating Breakouts - A genuine breakout occurs when the previous resistance level becomes the new support level, which can be confirmed through long-term price trend analysis [5] - Correct identification of breakout stocks can lead to significant returns, even if initial prices seem unattractive [5] Screening Criteria - The screening criteria for breakout stocks include: - A percentage price change over four weeks between 10% and 20% [6] - Current Price / 52-Week High greater than or equal to 0.9 [6] - Zacks Rank less than or equal to 2 [6] - Beta for 60 months less than or equal to 2 [7] - Current price less than or equal to $20 [7] - These criteria narrow down the stock universe to 19 candidates, with South Atlantic Bancshares, Crexendo, and Hecla Mining being the top three [7] Company Profiles - **South Atlantic Bancshares**: Holding company for South Atlantic Bank, expected earnings growth rate of 55.7% for the current year, Zacks Rank 1 [8] - **Crexendo**: Provides cloud communication services, expected earnings growth rate of 26.9% for the current year, Zacks Rank 2 [9] - **Hecla Mining**: Engages in precious and base metals production, expected earnings growth rate of 245.5% for the current year, Zacks Rank 2 [10]

Core Viewpoint - Mengwang Technology Group Co., Ltd. has decided to terminate the acquisition of assets due to a contractual dispute that led to the freezing of shares held by the transaction counterparty, which does not meet regulatory requirements [1][5][6]. Group 1: Termination of Acquisition - The company announced the termination of the acquisition of 100% equity in Hangzhou Bicheng Digital Technology Co., Ltd. for a transaction price of 1.28 billion yuan and a fundraising amount not exceeding 830 million yuan [5]. - The termination was prompted by a court summons received by Hangzhou Chengxiang, resulting in the freezing of 10.51 million shares of the target company, which significantly impacts the transaction [5][6]. - This situation reflects a broader trend where other companies, such as Guozhong Water, have also had to terminate acquisitions due to similar equity issues [7]. Group 2: Financial Performance - Mengwang Technology has reported continuous losses over the years, with revenues of 3.175 billion yuan, 4.157 billion yuan, 5.234 billion yuan, and 4.404 billion yuan from 2021 to 2024, and net profits of -238 million yuan, -722 million yuan, -1.822 billion yuan, and 42 million yuan during the same period [9]. - In the first half of this year, the company generated revenue of 1.539 billion yuan, a year-on-year decrease of 33.89%, while the net profit attributable to shareholders was 9.2399 million yuan, a slight increase of 0.05% [9]. - Despite expectations of profitability in 2024, the performance in the first half of 2025 is projected to decline again, raising concerns about the company's ability to recover from its financial difficulties [9].

Core Insights - Twilio is partnering with Orange to expand Rich Communication Services (RCS) in France, aiming to enhance its European presence and meet the demand for secure and interactive messaging experiences [1][8] Group 1: RCS and Market Potential - RCS is evolving from SMS, providing features like branded messages and verified sender identity, with over 70% smartphone coverage in France expected to rise to 85% by the end of 2025 [2] - 81% of consumers prefer RCS over SMS, and 75% of businesses plan to invest in RCS this year, indicating significant market potential for Twilio [2][8] Group 2: Financial Performance - Twilio's communication segment generated $1.10 billion in revenue in Q1 2025, reflecting a 13% year-over-year increase, with messaging being the largest revenue contributor [4][8] - The Zacks Consensus Estimate for Twilio's 2025 earnings is $4.49 per share, suggesting a year-over-year growth of 22.34% [10] Group 3: Competitive Landscape - Twilio faces competition from Bandwidth Inc., which has a strong developer trust and platform flexibility due to its Tier 1 global network [5] - RingCentral offers a full-stack UCaaS platform with integrated capabilities and recent AI innovations, positioning it as a strong competitor in enterprise communications [6] Group 4: Valuation Metrics - Twilio trades at a forward price-to-sales ratio of 3.58, below the industry average of 5.67, indicating potential undervaluation [9]