金吾财讯 | 鸿腾精密(06088)震荡走强，截至发稿，涨逾3%，报3.48港元，成交额6173万港元。消息面上，日前，鸿腾精密公布截至2024年9月30日止九个月业绩。期内，来自持续经营之净利润1.01亿元(美元，下同)，同比增长117.79%。营收及其他经营收入32.41亿元，同步增长9.91%。中信建投发研报指，鸿腾精密基于“3+3”策略，公司积极布局5G AIoT、电动汽车、Audio音讯三大关键产业，持续深化领先优势，2023年公司已有25%营收来自“3+3”布局，计划2024年、2025年达到30%、40%。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。公司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。
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