Group 1 - The mobile industry chain is experiencing a significant decline, with major companies like Highgreat Electronics, BYD Electronics, Lens Technology, and Q Tech all reporting stock price drops ranging from 1.95% to 3.8% [1] - The global DRAM market is undergoing a substantial price increase, described as the "strongest" in history, with prices rising rapidly since July 2025, and most categories seeing increases of over 100% [1] - DDR4 and DDR5 memory prices have surged by 2-3 times within the year, and the price increase trend is expected to accelerate into 2026 [1] Group 2 - Citic Securities indicates that manufacturers are raising prices or reducing product configurations, reflecting the significant cost pressure from rising memory prices being passed on to end consumers, which may lead to a temporary decline in consumer electronics sales [2] - Despite the impact of rising storage prices on the consumer electronics sector, there is an expectation of low fundamental performance in 2026, but the acceleration of AI innovation trends in 2026-2027 is anticipated, with major companies like Apple, Google, and OAI focusing on AI terminal entry to create a closed loop of computing power, terminals, and applications [2]

Group 1 - The mobile industry chain is experiencing a decline, with notable drops in stock prices for companies such as Highgreat Electronics (-3.8%), BYD Electronics (-3%), Lens Technology (-2.66%), and Q Tech (-1.95%) [1] - The global DRAM market is undergoing a significant price increase, described as the "strongest" price surge in history, with prices rising over 100% for most categories since July 2025 [1] - DDR4 and DDR5 memory prices have increased by 2-3 times within the year, and the price escalation is expected to accelerate into 2026 [1] Group 2 - Major manufacturers are raising prices or reducing product configurations, indicating that the cost pressure from rising memory prices is being transmitted to end consumers, leading to a temporary decline in consumer electronics sales [2] - The industry is likely to see a concentration of resources and pricing power among leading brands with scale and supply chain advantages [2] - Despite the low expectations for the consumer electronics sector due to memory price increases, there is a clear trend of accelerated innovation in AI from major companies like Apple, Google, and OAI, aiming to create a closed loop of computing power, terminals, and applications in 2026-2027 [2]

港股苹果概念股震荡走低，高伟电子(01415.HK)跌超3%，舜宇光学科技(02382.HK)、瑞声科技 (02018.HK)跌超2%，丘钛科技(01478.HK)、比亚迪电子(00285.HK)跌超1%。 本文源自：金融界AI电报 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 高偉電子控股有限公司 呈交日期: 2026年1月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01415 | 說明 | 高偉電子 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 10,000,000,000 | USD | | 0.004 | USD | | 40,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 10,000,000,000 | USD | | 0.004 | USD | | 40,000,000 | ...

华安证券（600909）表示，AI手机正在重塑产业，2025年市场整体保持温和增长，而竞争焦点已转向 端侧AI能力。手机操作系统正从"应用启动器"向"系统级智能体"演进，以豆包手机为代表的创新产品尝 试实现底层AI融合与跨应用操作，苹果与安卓阵营的旗舰芯片也在持续提升NPU算力，共同推动端侧 AI的普及与体验升级。 消息面上，2026年国补续期。个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件 销售价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补 贴不超过500元。大同证券发布研报称，综合来看，未来的手机市场增长将更加依赖于突破性的技术创 新和有效的市场刺激政策。 手机产业链逆市走高，截至发稿，丘钛科技(01478)涨1.54%，报8.58港元；瑞声科技(02018)涨1.38%， 报39.76港元；高伟电子(01415)涨1.03%，报27.36港元。 ...

Group 1 - The mobile industry chain is experiencing an upward trend, with companies like Q Technology (01478) up by 1.54% to HKD 8.58, AAC Technologies (02018) up by 1.38% to HKD 39.76, and GoerTek (01415) up by 1.03% to HKD 27.36 [1] - A new subsidy policy for personal consumers will be effective until 2026, providing a 15% subsidy on the sales price for mobile phones, tablets, smartwatches, and smart glasses, with a maximum subsidy of HKD 500 per item [1] - Daitong Securities reports that future growth in the mobile market will increasingly depend on breakthrough technological innovations and effective market stimulus policies [1] Group 2 - Huashan Securities indicates that AI smartphones are reshaping the industry, with moderate overall market growth expected by 2025, and the focus of competition shifting towards edge AI capabilities [1] - The evolution of mobile operating systems is transitioning from "application launchers" to "system-level intelligent agents," with innovative products like Doubao smartphones attempting to integrate foundational AI and cross-application operations [1] - Both Apple and Android flagship chips are continuously enhancing NPU computing power, driving the popularization and upgrade of edge AI experiences [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈的內容概不負責，對其準確 性或完整性亦不發表任何聲明，並明確表示，概不就因本公佈全部或任何部分內容所產生或 因依賴該等內容而引致的任何損失承擔任何責任。 高偉電子控股有限公司 Cowell e Holdings Inc. 王來春女士及王來勝先生（於本公司已發行股本約69.97%中間接擁有權益的 控股股東）合共於約37.49%股權中間接擁有權益，而王來勝先生亦於立訊精 密約0.27%股權中直接擁有權益。因此，立訊精密為王來春女士及王來勝先 生的聯繫人（定義見上市規則第14A章）及本公司的關連人士。因此，根據上 市規則第14A章，立訊精密接受勞務框架協議項下擬進行的交易構成本公司 的持續關連交易。 （於開曼群島註冊成立的有限公司） （股份代號：1415） 更新持續關連交易 立訊精密接受勞務框架協議 茲提述本公司日期為2024年12月27日的公佈，內容有關（其中包括）現有立訊 精密接受勞務框架協議。 由於現有立訊精密接受勞務框架協議的期限將於2025年12月31日屆滿，於 2025年12月29日，本公司與立訊精密訂立立訊精密接受勞務框架協議，以將 上述協議的期 ...

Core Viewpoint - The report from Everbright Securities indicates that the Hong Kong stock market is expected to experience a "Davis Double Play" in 2026, driven by valuation recovery, profit growth, and a return to main themes, particularly in the TMT sector [1] Group 1: Investment Strategy - The report establishes a framework of "Four AI Main Lines" to help investors navigate opportunities in the Hong Kong tech sector during the AI era [1] - It suggests a strategic investment rhythm of "computing power foundation → application blossoming → terminal and robotics realization" to select leading companies under each main line [1] Group 2: Main Line One - Internet Giants - AI is driving internet giants to shift from traffic competition to ecosystem capability competition, with cloud business capital expenditure doubling and advertising click-through rates increasing by 15%-20% due to AI [2] - Key investment focuses include Tencent Holdings, Alibaba-W, and Kuaishou, which are positioned to leverage AI for ecosystem development [2] Group 3: Main Line Two - AI Computing Power Industry Chain - Leading companies continue to exceed earnings expectations, with strong capital expenditure from cloud vendors and tight chip supply countering "bubble theories" [3] - The report identifies three areas of certainty: communication networking benefiting from global tech upgrades, semiconductor manufacturing for domestic substitution, and key equipment and materials for computing power upgrades [3] Group 4: Main Line Three - AI Applications - AI application investments are entering a phase where performance is critical, with clear signals of commercialization acceleration in SaaS, content ecosystems, and advertising [4] - The evolution of enterprise tools into "intelligent agents" is driving ARPU growth, while programmatic advertising is beginning to release profits [4] Group 5: Main Line Four - AI Hardware and Robotics - 2026 is projected to be a pivotal year for AI-defined hardware and the mass production of robots [5] - Major hardware manufacturers like Apple and Xiaomi are enhancing AI capabilities, while global tech giants are entering hardware sectors, revealing investment opportunities across the robotics supply chain [5] Group 6: Specific Investment Targets - Sunny Optical Technology: A global leader in mobile and automotive optics, with growth driven by increased project shares and rapid growth in automotive lenses/modules [6] - Lenovo Group: Holds the largest share in AIPC, with valuation catalysts pending from server business profitability and AIPC demand [6] - AAC Technologies: A platform company in acoustics, optics, and motors, with growth linked to A customer strategies and AI edge [7] - BYD Electronics: A leader in precision manufacturing, with growth contingent on Apple business performance and new automotive products [7] - Xiaomi Group: The "people-car-home + AI" strategy opens long-term growth potential, though short-term challenges exist [7]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 高偉電子控股有限公司 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01415 | 說明 | | 高偉電子 | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 868,060,800 | | 0 | | 868,060,800 | | 增加 / 減少 (-) | | | | 15,000 | | 0 | | | | 本月底結存 | | | | 868,075,800 | | 0 | | 868,075,800 | 第 2 頁 共 10 頁 v 1.1.1 呈交日期: 2025年12 ...

Market Overview - Hong Kong stocks opened higher but closed lower, with the Hang Seng Index rising 0.24% to 26,095.05 points and a total turnover of 178.25 billion HKD [1] - The Hang Seng Tech Index fell 0.37% to 5,624.04 points, while the Hang Seng China Enterprises Index increased by 0.11% to 9,182.65 points [1] Blue Chip Performance - Galaxy Entertainment (00027) led blue-chip stocks, rising 2.81% to 40.98 HKD, contributing 3.88 points to the Hang Seng Index [2] - Other notable blue-chip performers included Hengan International (01044) up 2.69% and Budweiser APAC (01876) up 2.35% [2] - WuXi AppTec (02359) fell 3.13%, negatively impacting the index by 2.2 points [2] Sector Highlights - Macau's November gaming revenue reached 21.09 billion MOP, a 14.4% year-on-year increase, exceeding market expectations [4] - The mobile phone supply chain remained active, with notable gains in companies like AAC Technologies (02018) and BYD Electronics (00285) [4][5] - The automotive sector showed mixed results, with BYD (01211) up 2.19% while Xpeng Motors (09868) fell 5.52% [5][6] Notable Stock Movements - Conant Optical (02276) surged 10.58% to 54.85 HKD following the launch of AI glasses in collaboration with Alibaba [8] - Giga Biotech (02367) rose 8.53% after announcing a share buyback plan [9] - GAC Group (02238) increased by 7.32% due to positive management announcements regarding new battery technology and partnerships [10] - Longpan Technology (02465) saw a 4.1% increase amid industry price adjustments in lithium iron phosphate [11] - 3SBio (01530) faced pressure, dropping 4.61% after announcing a share placement to raise capital [12]