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【真灼港股动向】环联连讯:获正大家族谢展先生加持,捕捉AI高效能衍生需求
Xin Lang Cai Jing· 2025-08-22 03:16
Group 1: Industry Overview - The global AI and HPC market is experiencing robust growth, with the data center industry currently valued at $242.7 billion and expected to double to over $584 billion by 2032 [3] - The widespread application of IoT and AIoT is driving the demand for advanced data transmission technologies, while breakthroughs in renewable energy are providing cost-effective and sustainable power solutions for data centers and IoT [3] Group 2: Company Performance - The company,环联连讯, integrates cutting-edge technologies to provide comprehensive communication and data transmission solutions for AI data centers, green energy, WiFi, and IoT [4] - The company reported a strong revenue growth of 53.8% year-on-year for the fiscal year 2024/25, reaching HKD 2,128.2 million, with a net profit of HKD 30.5 million [4] Group 3: Strategic Developments - The company completed a placement of 199 million shares at HKD 0.180 per share, raising approximately HKD 35.3 million for further business expansion in AI technology [6] - The entry of Mile Green Company Limited as a major shareholder, with a 9.3% stake, is expected to bring strategic synergies and enhance the company's future development, particularly in Southeast Asia [7] Group 4: Market Position and Outlook - The company's stock price has more than doubled since the announcement of its annual results and placement, indicating strong market confidence [7] - With support from international capital and a strong product portfolio, the long-term performance of the company is anticipated to be promising [7]
环联连讯(1473.HK)获正大家族谢展先生加持, 捕捉AI高效能运算、IoT及可再生能源科技的衍生需求
Cai Fu Zai Xian· 2025-08-21 01:56
Group 1: Industry Overview - The global AI and HPC market is experiencing robust growth, with the data center industry currently valued at $242.7 billion and expected to double to over $584 billion by 2032 [1] - The widespread application of IoT and AIoT is driving the demand for advanced data transmission technologies, while breakthroughs in renewable energy are providing cost-effective and sustainable power solutions for data centers and IoT [1] - Key stocks in AI computing, IoT, and renewable energy sectors, such as NVIDIA, Zhongji Xuchuang, and Constellation Energy, are reaching historical highs, indicating strong market performance [1] Group 2: Company Positioning - The company integrates cutting-edge technologies to provide comprehensive communication and data transmission solutions for AI data centers, green energy, WiFi, IoT, and telecommunications [2] - The company has made significant advancements in technologies like linear drive pluggable optics (LPO) and next-generation WiFi 8, establishing a leading position in the industry [2] - The company reported a 53.8% year-on-year revenue increase to HKD 2,128.2 million for the fiscal year 2024/25, achieving a historical high, with net profit turning positive at HKD 30.5 million [2] Group 3: Strategic Developments - The company completed a placement of 199 million shares at HKD 0.180 per share, raising approximately HKD 35.3 million for further business expansion in AI technology [3] - Mile Green Company Limited, a significant shareholder post-placement, is led by prominent figures with extensive backgrounds in renewable energy and data center investments, enhancing the company's strategic positioning [3][4] - The entry of Mile Green is expected to bring financial benefits and strategic synergies, accelerating the company's expansion in Southeast Asia and solidifying its leadership in the next-generation AI computing and HPC market [4]