Core Viewpoint - The article discusses the recent investor day event held by the company, highlighting its advancements in high-density fiber optic connectors and the growth of its data center-related business, particularly in the context of AI-related revenue growth and overseas capacity expansion [3][4]. Group 1: Company Overview - The company operates two main production bases: a copper wire product base in Huizhou, covering approximately 41,000 square meters with around 1,800 employees, and a fiber optic product base, also in Huizhou, covering about 43,000 square meters with a similar workforce [3]. - The company has established industry-leading precision manufacturing capabilities for high-density fiber optic connection products, with ongoing expansion of overseas production capacity and increasing automation rates [3][4]. Group 2: Financial Performance - In the first half of 2025, the revenue from data center wire components reached HKD 941 million, representing a year-on-year growth of 66.8%, accounting for 19.4% of total revenue [3]. Group 3: Market Potential - The market for fiber optic connection products is characterized by customization, a variety of product models, and complex manufacturing processes. The company is well-positioned in key manufacturing stages, ensuring high precision and consistency [4]. - The management indicated that the company is steadily supplying high-density fiber optic products, such as MPO, to major clients in North America and large domestic data centers, with the 1152-core cable harness already in mass production [4]. Group 4: Capacity Expansion - The Huizhou factory has sufficient capacity for fiber optic connectors, with the ability to switch from single to double shifts to quickly increase output in response to order growth. A new production workshop is expected to enhance capacity by 20% [6]. - The company has initiated a new production line in Mexico and plans to utilize existing facilities in Europe to introduce additional capacity, aiming for a significant increase in overall capacity by approximately 80% by 2026 to meet the growing demand from AI data centers and high-density wiring [6].

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。 ...

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。 智通财经APP获悉，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。 ...

Group 1 - The core viewpoint of the article emphasizes the growth potential of 汇聚科技 (Hui Ju Technology) as a precision cable solution provider, driven by the demand in data centers and the automotive sector [5] - The company benefits from the ongoing AI computing power demand, leading to sustained high revenue growth in data center wire components, specialty cables, and server ODM business [5] - The trend of automotive intelligence is expected to drive a rapid increase in demand for automotive cables, with potential synergies from partnerships with companies like Leoni K [5]