汇通达网络(09878)股价绩前抢跑，尾盘涨幅进一步扩大。截至收盘，涨5.65%，报16.08港元，成交额 1.14亿港元。 消息面上，汇通达网络近日日宣布，公司与阿里云签订全面合作协议，双方通过资源整合与优势互补， 共同探索人工智能和数字化解决方案的创新及应用前景，深化云计算、人工智能及下沉市场数字化领域 的协同合作。值得注意的是，汇通达网络拟于8月28日举行董事会会议批准中期业绩。 第一上海近期发布研报称，汇通达网络持续实现盈利，账款周期健康，营运资本充足，资本风险少。目 前总市值近百亿，而账上现金及理财超60亿，处于估值底部区间。该行预期公司近期战略及业绩将迎来 拐点，近日汇通达与阿里云达成战略合作管理层重心回归，且未来收并购或为公司带来良好的协同效 应、汇通达"兄弟"公司孩子王（301078）案例可鉴。该行认为公司估值修复弹性较高。 ...

Core Viewpoint - The stock price of HuTongDa Network (09878) increased by 5.65% to HKD 16.08, with a trading volume of HKD 114 million, ahead of its earnings announcement [1] Group 1: Company Developments - HuTongDa Network has signed a comprehensive cooperation agreement with Alibaba Cloud to explore innovations and applications in artificial intelligence and digital solutions, enhancing collaboration in cloud computing and digitalization in lower-tier markets [1] - The company plans to hold a board meeting on August 28 to approve its interim results [1] Group 2: Financial Performance - First Shanghai recently reported that HuTongDa Network continues to achieve profitability, with a healthy accounts receivable cycle and sufficient working capital, indicating low capital risk [1] - The company's total market capitalization is nearly HKD 10 billion, with over HKD 6 billion in cash and financial investments, positioning it at the lower end of the valuation range [1] Group 3: Strategic Outlook - First Shanghai anticipates a turning point for the company's recent strategies and performance, with the management's focus returning following the strategic partnership with Alibaba Cloud [1] - Future mergers and acquisitions may bring significant synergies, with the case of HuTongDa's "brother" company, Kid King, serving as a reference [1] - The firm believes that the company's valuation has high potential for recovery [1]

Core Viewpoint - 汇通达网络 (9878.HK) shares surged by 36% to HKD 19.62, reaching a new high since June 11, driven by the announcement of a comprehensive cooperation agreement with Alibaba Cloud [1] Company Summary - The company announced a partnership with Alibaba Cloud, effective August 8, 2025, focusing on resource integration and complementary advantages [1] - The collaboration aims to explore innovations and applications in artificial intelligence and digital solutions, enhancing cooperation in cloud computing, AI, and digitalization in lower-tier markets [1] Market Activity - Following the announcement, the trading volume increased significantly, reaching HKD 530 million [1]