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　　汇聚科技（01729）盘中涨近9%，截至发稿，股价上涨5.33%，现报15.80港元，成交额1.49亿港元。

　　汇聚科技此前发布业绩盈利预告，预计2025年公司净利润同比增长60%至70%。招商证券认为，营收增长主要系电线组件分部内数据中心及服务器分部的销售订单增加带动集团收入增加驱动，业绩超预期主要系25年阿里等国产服务器需求带动公司服务器业务营收实现大幅增长，同时下半年莱尼整合效果较佳亦带来业绩增厚。

　　该行指出，汇聚科技是立讯体系的重要组成，数通业务绝佳卡位MPO光通信、AI服务器等赛道，有望实现高质量成长，汽车业务受益于莱尼电缆业务的成功收购，有望快速跃升至全球头部汽车线缆供应商，医疗设备业务长坡厚雪，积极布局前沿赛道，结合立讯体系赋能协同成长，中长线成长空间可期。

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