Hong Kong stocks are surging, with stocks related to apple suppliers generally rising. It is rumored that Apple will hold another product launch event next month. Morgan Stanley believes that the shortened delivery time for iPhone 16 does not reflect dema
Apple supplier stocks rebounded. As of the time of publication, q tech (01478) rose 6.35%, to HKD 4.52; cowell (01415) rose 4.25%, to HKD 20.85; and Sunway Optics (02382) rose 3.07%, to HKD 45.3.
Hong Kong Apple concept stocks fell, analysts said iPhone 16 series first weekend pre-orders were 12.7% less than the previous generation at the same period.
On Monday, Apple concept stocks generally fell. Star analyst said that the first weekend pre-order volume of the iPhone 16 series was 12.7% less than the previous generation in the same period. The Wind Hong Kong stock Apple Concept Index fell by 1.3%, AAC Tech fell by 4.4%, Q Tech and Cowell fell by 3.4% and 2.2% respectively. Guo Mingji, an analyst at Tianfeng International Securities, said that overall, the first weekend pre-order volume of the iPhone 16 series was about 3.7 million units, a decrease of approximately 12.7% compared to the iPhone 15 series. Specifically, the demand for iPhone 16 Pro and iPhone 16 Pro Max is lower than that of the previous generation.
Many apple suppliers have weakened, with aac tech (02018) falling 4.05%. iPhone 16's first weekend bookings were down about 12.7% from iPhone 15.
Jinwu Finance News | Most of the apple supplier stocks have weakened. As of the time of writing, Tongda Group (00698) fell 7.04%, AAC Tech (02018) fell 4.05%, Q Tech (01478) fell 3.64%, Cowell (01415) fell 2.4%, and BYD Electronic (00285) fell 1.37%. On the news side, Guo Mingji, an analyst at TF International Securities, said that the demand for Apple (AAPL) iPhone 16 Pro and iPhone 16 Pro Max is lower than expected, but compared with the previous generation iPhone, iPhone 16
HK Stock Market | AAC Tech (02018) rose more than 3%, Goldman Sachs remains optimistic about it and expects it to penetrate more brand customers next year.
AAC Tech (02018) rose more than 3%, as of the time of writing, up 3.09% at HKD 30, with a turnover of HKD 48.3004 million.
[Hong Kong Stock Connect] AAC Tech (02018) rose 3.26% in early trading, reportedly the main supplier of the microphone for iPhone 16.
Golden News | AAC Technology (02018) stock price rose in early trading, up 3.26% to HKD 30.1 as of press time, with a turnover of HKD 4.8965 million. According to Guo Mingqi, AAC (AAC Technology) and other domestic supply chain companies are the main suppliers of microphones for the iPhone 16 series. AAC Technology is one of the top three global manufacturers of MEMS microphones. The management also mentioned at the mid-term earnings conference that the strong demand for AI smartphones will drive rapid iteration of intelligent voice interaction technology. According to research by market research firm Yole Development,
Apple's first AI iPhone 16 series upgrades with high Signal-to-Noise Ratio (SNR) microphone, benefiting domestic supply chains like AAC Tech (02018.HK).
On September 10th, Apple released the first AI iPhone in history. In order to provide a better AI experience, the iPhone 16 series has made numerous upgrades in both hardware and software, with one of the key improvements being the microphone system. It uses four "studio-grade" high signal-to-noise ratio microphones, which support spatial audio capture during video recording. According to supply chain sources, the high signal-to-noise ratio microphone used in the iPhone 16 series has greatly improved performance compared to the previous generation iPhone 15 series. It can efficiently capture sound from all directions through scientific layout, while effectively reducing background noise interference. The microphone's signal-to-noise ratio.
Hong Kong stock concept tracking | AI VS three folding. Huawei and Apple release conferences collide. Is it the window of consumer electronics layout? (With concept stocks)
The Apple (AAPL.US) event called 'Glowtime' officially begins at 1 AM on Tuesday in Beijing time.
Huaan Securities: The VR market is returning to a positive growth track. Optical devices and displays are the core elements of future AR.
It is expected that the global sales volume will reach 7.97 million units in 2024, with a 6% increase compared to 2023. The VR market in 2024 will reverse the sales decline trend of the past two years, returning to a positive growth trajectory. However, the VR industry will still be in a period of low sales in the next two years.
AAC Technologies Holdings (HKG:2018) Seems To Use Debt Rather Sparingly
[Brokerage Focus] CMB International expects the integration of Apple's AI function to accelerate the replacement cycle and promote the sales of subsequent Apple hardware products.
Jingwu Finance News | Zhongyin International has released a research report stating that Apple will hold an autumn product launch event called "It's Glowtime" on September 9th (September 10th Beijing time). It is expected that four new models of the Apple iPhone 16, the new generation of Apple Watch (10/Ultra 3), and the fourth generation of AirPods will be released. The report believes that the focus of this new product launch event will be on explaining how to empower the AI (Artificial Intelligence) functions of Apple Intelligence on the newly released terminal products. Although the report believes that the new version of iOS 18...
Zhongyin International: It is expected that there will be no significant price increase for the new iPhone products this year. We recommend BYD Electronic and other companies.
Zhaoxin International has released a research report stating that for Apple's September 10th event, the focus will be on iPhone price adjustments, demonstrations of new AI features, carrier channels, and trade-in policies. The bank recommends companies that will benefit from hardware upgrades and market share growth, including Luxshare Precision Industry, BYD Electronic (00285), Sunway Optoelectronics (02382), AAC Tech (02018), and Fit Hon Teng (06088). As for the iPhone 16 series, the bank predicts that the main hardware upgrades will include processor updates and updates to the DRAM storage capacity.
Zhao Yin International: It is expected that there will be no significant price increase for new iPhone products this year. Recommended stocks include BYD Electronics (00285).
CICC expects that there will be no significant price increase for the new iPhone this year, but the 128GB model may be discontinued, indirectly raising the starting price.
AAC Tech (02018.HK) achieved revenue of 3.66 billion yuan in the first half of the year in the electromagnetic drive and structural components business, with large-scale shipments of the innovative telescopic lens drive module.
On August 22, AAC Tech (2018.HK) released its mid-term performance report for 2024. The group's revenue in the first half of the year was 11.25 billion yuan, a year-on-year growth of 22.0%. The gross margin was 21.5%, an increase of 7.4 percentage points year-on-year. The net income was 0.537 billion yuan, a significant increase of 257.3% year-on-year. The profitability has significantly improved, and the gross margin of various business lines continues to increase. The revenue of the Electromagnetic Transmission and Precision Structural Components business merged division in the first half of 2024 was 3.66 billion yuan, a year-on-year growth of 1.1%. The gross margin was 22.9%, an increase of 3.6 percentage points year-on-year.
Hong Kong stock concept tracking | Fruit chain interim performance collectively improves iPhone16 high expectations may ignite a new market trend (with conceptual stocks)
With the weak recovery of the global consumer electronics market, the three giants of "Fruit Chain" - Luxshare Precision Industry (002475.SZ), Goertek Inc. (002241.SZ), and Lens Technology (300433.SZ) all achieved year-on-year growth in net income, with net income growth rate higher than revenue growth rate. The performance of Fruit Chain companies in the first half of the year in the Hong Kong stock market also saw significant improvement.
AAC Tech (02018) saw a nearly 100% year-on-year increase in revenue from its cooling business in the first half of 2024, and will seize new opportunities in the overseas market.
During the period, the revenue of the company's electromechanical transmission and precision structural component business merger division in the first half of the year was RMB 3.66 billion, a year-on-year increase of 1.1%. The gross margin of this merger division's revenue increased by 3.6 percentage points year-on-year to 22.9%.
AAC Tech (2018.HK) reported optical revenue of 2.21 billion yuan in the first half of 2024, a year-on-year increase of 24.9%, with a gross margin improvement of 21.7%.
On August 22, aac tech (2018.HK) released the 2024 interim performance report. The group's revenue in the first half of the year was 11.25 billion yuan, a year-on-year increase of 22.0%, with a gross margin of 21.5%, a year-on-year increase of 7.4 percentage points, and a net income of 0.537 billion yuan, a significant year-on-year increase of 257.3%. The profitability has been significantly enhanced, and the gross margins of various business lines continue to grow. Among them, the optical business had a revenue of 2.21 billion yuan in the first half of 2024, an increase of 24.9% year-on-year. The gross margin significantly increased by 21.7 percentage points compared to the same period last year, including a year-on-year gross margin increase for plastic lenses.
Some apple supplier shares have gained momentum in the afternoon, with Sunny Optical Technology (02382) up 4.75%. Apple is about to release new products, and the market is paying attention to Apple's asia vets.
Jingu Finance: Some apple supplier stocks have strengthened in the afternoon, with Sunny Optical Technology (02382) up 4.75%, Cowell (01415) up 2.26%, Q Tech (01478) up 1.65%, and AAC Tech (02018) following the rise. Market research institution IDC has raised its global smart phone shipment forecast in its latest report, expecting global shipments to reach 1.23 billion units in 2024, a year-on-year increase of 5.8%. Earlier, IDC's forecasted growth rate and shipments were 4% and 1.21 billion units, respectively. The key reason for the raised expectations is AI. IDC stated that with the increasing integration of AI into smart phone
Aac Tech (02018.HK) received a shareholding of 2.6152 million shares from JPMorgan.
According to the latest equity disclosure data from the Hong Kong Stock Exchange on August 23, 2024, aac tech (02018.HK) received a shareholding of 2.6152 million shares at an average price of 32.6979 Hong Kong dollars per share from JPMorgan Chase & Co., involving approximately 85.5101 million Hong Kong dollars. After the shareholding, the latest holding of good warehouses by JPMorgan Chase & Co. is 84,611,233 shares, and the proportion of good warehouses held has increased from 6.84% to 7.05%.
AAC Tech (2018.HK) recorded a consolidated revenue of 1.52 billion yuan in the first half of the year, with a gross margin of 25.0%.
On August 22, AAC Tech (2018.HK) released its mid-term performance report for 2024. The group's revenue for the first half of the year was RMB 11.25 billion, a year-on-year increase of 22.0%. The gross margin was 21.5%, an increase of 7.4 percentage points compared to the same period last year. The net income was RMB 0.537 billion, a significant year-on-year increase of 257.3%, and the profitability has significantly improved. The gross margin of various business segments has continued to increase. The management of AAC Tech stated at the media conference that in addition to the smart phone market, AAC Tech has also achieved continuous breakthroughs in the automotive acoustics business. The synergies between the acquired PSS company and the group are gradually being realized.
Express News | AAC Technologies Holdings H1 Net Income RMB 537 Million
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