港股苹果概念股走强，高伟电子(01415.HK)涨近6%、瑞声科技(02018.HK)涨4.47%、舜宇光学科技 (02382.HK)、丘钛科技(01478.HK)涨3.51%。 ...

港股苹果概念股走强 高伟电子涨近6% 智通财经5月29日电，截至发稿，高伟电子(01415.HK)涨5.67%、瑞声科技(02018.HK)涨4.47%、舜宇光 学(02382.HK)涨3.63%、丘钛科技(01478.HK)涨3.51%。 ...

智通财经APP获悉，受中美互减关税消息刺激，苹果概念股昨日尾盘涨幅明显扩大，今日则随大市回 吐。截至发稿，舜宇光学(02382)跌7.03%，报68.75港元；高伟电子(01415)跌7.12%，报24.15港元；比亚 迪电子(00285)跌6.19%，报35.6港元；丘钛科技(01478)跌3.13%，报7.11港元。 国元国际发布点评称，根据IDC数据，今年1季度苹果在中国市场的智能手机出货量同比减少了9%，市 场份额也从之前的17.4%下降至13.7%。为了应对其他中国品牌的激烈竞争，以及为未来推出的新机型 降低库存压力，苹果本次降价除了有利于其自身销售增长，也有可能带动其他品牌跟进。该行认为，消 费电子行业短期内具备估值修复空间，建议积极关注直接或间接出口占比较高的果链零配件龙头。 消息面上，据报道，5月10日，苹果向渠道商下发了调价通知，这也是苹果首次在周六宣布调价。苹果 iPhone 16 Pro Max所有容量版本降价160美元，对应1313.06元人民币；而 iPhone 16 Pro的128GB版本降 价176美元，对应1445.27元人民币，其他版本同样降价160美元。另有报道称，有知情人 ...

苹果概念港股午后涨幅扩大。截至发稿， 高伟电子(01415.HK)涨近18%， 比亚迪电子(00285.HK)涨 15%， 舜宇光学科技(02382.HK)涨15%， 瑞声科技(02018.HK)涨14%。 ...

港股苹果概念股拉升，舜宇光学科技(02382.HK)涨超16%，高伟电子(01415.HK)涨18%，瑞声科技 (02018.HK)涨超15%，丘钛科技(01478.HK)涨超13%。 ...

智通财经5月12日电，港股苹果概念股午后再度冲高，舜宇光学科技涨超11%，瑞声科技涨超10%，丘 钛科技涨超8%，高伟电子涨超7%。 ...

此外，苹果发布2025财年第二财季的业绩。财报显示，在截至3月底的第二财季中苹果的营收和利润表 现均超过华尔街预期，同时，苹果公司董事会还批准了一项1000亿美元的股票回购计划。但大中华区营 收不及预期且关税将增加成本。库克表示，本季度在美国销售的大部分iPhone将来自印度，大部分 iPad、Mac和Apple watch的将来自越南，面向美国以外市场的绝大多数苹果产品仍将来自中国。 消息面上，5月2日，商务部新闻发言人就中美经贸对话磋商情况表示，中方注意到美方高层多次表态， 表示愿与中方就关税问题进行谈判。同时，美方近期通过相关方面多次主动向中方传递信息，希望与中 方谈起来。对此，中方正在进行评估。信达证券近期指出，自关税政策颁布以来，国内消费电子优质个 股大幅回调，目前估值已显露较大空间。此外，关税政策持续恶化的可能性也在不断缩小，但目前仍需 观察越南、印度、新加坡、墨西哥等地的关税政策变化。总体看，该行认为如果后续关税没有非理性发 展，则行业整体估值修复的可能性较大。 智通财经APP获悉，苹果概念股全线上涨，截至发稿，高伟电子(01415)涨5.17%，报23.4港元；舜宇光 学(02382)涨4.4 ...

Financial Performance - The company's revenue for the fiscal year ending December 31, 2024, reached $2,494.3 million, with a net profit increase of 159.5% to $120.4 million compared to 2023[10]. - The company's revenue increased from approximately $923.8 million in 2023 to $2,494.3 million in 2024, representing a significant growth[22]. - The net profit attributable to equity shareholders rose from approximately $46.6 million in 2023 to $119.1 million in 2024[22]. - Gross profit for 2024 was $290.9 million, up from $127.8 million in 2023, with a gross margin of 11.7% compared to 13.8% in the previous year[31]. - Net profit for 2024 was $120.4 million, a 159.5% increase from $46.4 million in 2023, resulting in a net profit margin of 4.8%[29]. - The total revenue for the year ended December 31, 2024, increased by approximately 170.0% to $2,494.3 million, compared to $923.8 million in 2023[191]. - The profit for the year rose by about 159.5% to approximately $120.4 million, up from $46.4 million in 2023[191]. - The net profit margin for the year ended December 31, 2024, was 4.8%, slightly down from 5.0% in 2023[191]. - Earnings per share increased to $0.14 for the year ended December 31, 2024, compared to $0.06 in 2023[191]. Research and Development - Research and development expenses as a percentage of revenue decreased from 5.9% in 2023 to 3.1% in 2024, while the absolute amount invested in R&D increased by 41.2%[10]. - The company plans to continue investing in R&D to enhance product quality and market responsiveness, focusing on high-growth areas such as smartphones, multimedia tablets, and smart driving[23]. - The R&D budget has been increased by I%, focusing on advancements in semiconductor technology and camera module development[86]. - The company is focusing on the development of MicroLED technology, which is expected to become a key innovation in the display sector[26]. Market Outlook - The company anticipates continued growth in the global precision optics industry, with new applications in robotics, augmented reality (AR), virtual reality (VR), mixed reality (MR), micro-displays, and medical fields[11]. - The global smartphone shipment is projected to reach 1.24 billion units in 2024, a year-on-year growth of 6.4%[16]. - The global LiDAR market size is expected to reach $1.472 billion in 2024, with a projected CAGR of 14.7% from 2025 to 2031[18]. - The global robotics market is anticipated to exceed $73 billion by 2029, driven by increasing demand for automation solutions[17]. - The AR/VR market is set to experience rapid growth in 2024, fueled by advancements in technology and increased applications in various sectors[19]. Strategic Initiatives - The company is focusing on technological innovation and automation to enhance its core competitiveness and market recognition[10]. - The company aims to enhance its resilience against uncertainties by diversifying its product applications and strengthening its core competitiveness[11]. - The company plans to strengthen its long-term development strategy by incorporating carbon reduction goals and implementing comprehensive carbon reduction measures[12]. - The company will continue to invest in high-end talent and automation technologies to reinforce its market position[10]. - The company recognizes the challenges posed by global political and economic uncertainties but remains determined to pursue growth and innovation[9]. Shareholder and Corporate Governance - The company is committed to maximizing shareholder value while actively contributing to national and social development[12]. - The company will not declare dividends for the fiscal year ending December 31, 2024, to ensure continued leadership in the optical field[22]. - The company reported a reserve available for distribution to shareholders of approximately $71.9 million as of December 31, 2024, compared to $72.8 million in 2023[98]. - The company is committed to maintaining high standards of corporate governance and transparency, with independent directors overseeing key committees[89]. Financial Position and Ratios - Total assets increased from $943.3 million as of December 31, 2023, to $1,442.6 million as of December 31, 2024[22]. - Total equity grew from $415.2 million in 2023 to $523.7 million in 2024[22]. - The total assets increased by 52.9% to $1,442.6 million in 2024, while total liabilities rose by 74.0% to $918.9 million[29]. - The return on equity increased significantly from 11.2% in 2023 to 23.0% in 2024, primarily due to the increase in net profit[33]. - Current ratio decreased from 1.45 in 2023 to 1.35 in 2024 due to a reduction in short-term bank loans, partially offset by a decrease in cash[34]. - Quick ratio fell from 1.19 in 2023 to 0.94 in 2024, primarily due to a decrease in short-term bank loans, offset by a corresponding decrease in cash[35]. - Debt-to-equity ratio increased from -35.5% in 2023 to 14.6% in 2024, mainly due to an increase in liabilities[39]. Operational Efficiency - The average inventory turnover days decreased to 37.2 days in 2024 from 62.4 days in 2023[192]. - The average trade receivables turnover days reduced to 40.8 days in 2024, compared to 66.1 days in 2023[192]. - The average trade payables turnover days improved to 56.8 days in 2024 from 92.9 days in 2023[192]. - The company has established long-term relationships with multiple suppliers, ensuring compliance with quality and ethical commitments[195]. Environmental and Social Responsibility - The company is committed to promoting environmental sustainability through energy conservation and encouraging the reuse of office supplies[188]. - Charitable donations made by the group reached $8.4 million for the year ending December 31, 2024, compared to none in 2023[99]. Related Party Transactions - The company has complied with the disclosure requirements under the listing rules regarding related party transactions[155]. - Independent non-executive directors confirmed that the ongoing related party transactions were conducted in the ordinary course of business and on normal commercial terms[173].

智通财经APP获悉，苹果概念股集体高开，截至发稿，高伟电子(01415)涨12.08%，报23.2港元；富智康 集团(02038)涨9.46%，报0.81港元；丘钛科技(01478)涨8.2%，报6.73港元；比亚迪电子(00285)涨 6.53%，报35.1港元；舜宇光学(02382)涨6.18%，报69.6港元；瑞声科技(02018)涨6.17%，报38.7港元。 华泰证券认为，关于中国地区是否处于豁免范围等细节市场仍在讨论，但认为目前果链受影响已较有 限，主因1）即便中国地区不受豁免，较多果链公司在东南亚地区具备产能或销售网络；2）短期看各品 牌已经准备一定库存，该行认为能够支撑一定时间美国地区需求，供应链短期价格压力或有限，相关标 的股价回调幅度已反应大部分潜在负面影响，看好在关税政策影响边际减弱下的估值修复行情以及中国 企业在长期中的竞争力。 消息面上，当地时间4月11日晚，美国海关与边境保护局宣布，联邦政府已同意对智能手机、电脑、芯 片等电子产品免除所谓"对等关税"。海关与边境保护局发布的文件显示，这些产品被排除在政府对贸易 伙伴实施的所谓"对等关税"之外。文件显示，豁免的产品适用于4月5日以后进 ...

智通财经4月14日电，截至发稿，高伟电子(01415.HK)涨12.08%、富智康集团(02038.HK)涨9.46%、丘钛 科技(01478.HK)涨8.20%、舜宇光学科技(02382.HK)涨6.18%、瑞声科技(02018.HK)涨6.17%。消息面 上，上周五晚间，负责征收关税的美国海关和边境保护局传来消息，将一系列产品排除在原先公布 的"对等关税"之外，类别包括了通讯设备（智能手机）、计算机、半导体设备、集成电路器件等。 港股苹果概念股走强 高伟电子涨超12% ...