汇聚科技（01729）盘中涨超8%，截至发稿，股价上涨6.34%，现报17.78港元，成交额2.92亿港元。
汇聚科技公布2026年中期业绩，收益约100.66亿港元，同比增长107.4%；公司拥有人应占溢利约8.28亿港元，同比增长约1.64倍；每股基本盈利39.49港仙，中期股息每股6港仙。收入大幅增长主要源于三方面驱动：德晋昌收购并表，铜丝业务贡献收入28.9亿港元；服务器业务收入同比增长68%；电线组件分部中以MPO为主的数据中心业务收入同比增长23%。
招商证券认为，上半年实现归母净利润8.3亿港元，同比增长164%，落于此前业绩预告区间偏上限，MPO、服务器、莱尼及铜丝业务均有不错贡献。该行维持前期观点：市场对汇聚算力业务的价值明显低估，一方面MPO主业保持高速增长，另一方面光通信CPO、800V电源线等新产品放量在即。当前股价位置下公司低估价值凸显，向上空间可观，业绩具有超预期兑现潜力，维持“强烈推荐”评级。
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