汇聚科技(01729)午后股价飙升逾5%，截至发稿时，涨幅达4.67%，报17.04港元，成交额录得2.15亿港元。公司此前发布公告，预期2025财年净利润将实现同比约60%至70%的显著增长。业绩增长主要受两大因素驱动：其一是电线组件分部内数据中心及服务器分部的销售订单增加，有效拉动整体营收上升；其二是本年度分占联营公司业绩净额有所增加。
招商证券最新研报指出，汇聚科技的业绩预告超出市场预期，主要得益于2025年来自阿里巴巴、字节跳动等国内厂商的服务器需求，带动公司服务器业务营收大幅攀升。同时，下半年对莱尼业务的整合效果优于预期，也为业绩增长提供了额外动力。该报告强调，鉴于数据中心及服务器市场持续高景气度，以及莱尼业务盈利能力好于先前预测，决定上调对公司未来的盈利预测，并维持“强烈推荐”的投资评级。
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