中信建投此前指出，鸿腾精密是精密零组件领域全球头部厂商，鸿海是公司实际控制人。AI发展带动算力基础设施建设，连接系统架构向更加高速升级。鸿腾精密高速连接系统方面布局涵盖铜连接、光模块等领域，有望充分受益。随着业务规模的扩大、提质增效的持续推进，未来公司盈利能力有望提升。FIT HON TENG (06088) surged over 13% in the morning session, and as of this writing, it is up 15.58%, priced at 3.71 Hong Kong dollars, with a trading volume of 0.22 billion Hong Kong dollars.
According to Zhitong Finance APP, FIT HON TENG (06088) rose over 13% in early trading, and as of the time of writing, it is up 15.58% at 3.71 Hong Kong dollars, with a turnover of 0.22 billion Hong Kong dollars.
On the news front, LightCounting predicts that the sales of high-speed cables AEC/DAC will more than double over the next five years, reaching 6.7 billion dollars by 2029. Manufacturers like NVIDIA and Amazon have adopted high-speed Copper connections for short-distance interconnectivity. LightCounting's forecast also includes an estimate of over 10 million ports for 3.2T optical-electrical co-packaged devices (CPO) by 2029. Currently, leading chip manufacturers like NVIDIA and Broadcom are recommending the CPO packaging technology route, and related optical device and Copper connection suppliers continue to benefit from AI development.
China Securities Co.,Ltd. previously pointed out that FIT HON TENG is a leading manufacturer in the precision components field globally, with Foxconn as the actual controller of the company. The development of AI drives the construction of computing power infrastructure and upgrades the connection system architecture to higher speeds. FIT HON TENG's layout in high-speed connection systems covers Copper connections, optical modules, and other areas, which is expected to benefit fully. With the expansion of the business scale and continuous quality improvement and efficiency enhancement, the company's profitability is expected to increase in the future.
