消息面上，美方日前宣布将对中方加征100%关税。招商证券认为，应将本次威胁关税视为筹码而非目 的，100%关税落地概率较低。华福证券表示，关税对果链设备公司的影响不应被高估，苹果对供应商 的要求极为严格，国内果链公司具备不可替代性。 值得注意的是，Counterpoint此前发布报告称，2025年第三季度前八周，中国智能手机市场销量同比下 降2%，这与期内促销活动和国家补贴政策加剧了中高端市场的竞争且消费者更倾向购买中高端产品有 关。该机构预计，2025年第三季度中国智能手机市场将小幅下跌，而全年表现大体持平。 苹果概念股跌幅居前，截至发稿，鸿腾精密(06088)跌9.33%，报5.83港元；高伟电子(01415)跌5.7%，报 34.42港元；丘钛科技(01478)跌4.91%，报15.1港元；比亚迪（002594）电子(00285)跌4.59%，报39.52港 元。 ...

每经AI快讯，10月13日，港股苹果概念股跌幅居前，截至发稿，鸿腾精密(06088.HK)跌9.33%，报5.83 港元；高伟电子(01415.HK)跌5.7%，报34.42港元；丘钛科技(01478.HK)跌4.91%，报15.1港元；比亚迪 电子(00285.HK)跌4.59%，报39.52港元。 ...

消息面上，美方日前宣布将对中方加征100%关税。招商证券认为，应将本次威胁关税视为筹码而非目 的，100%关税落地概率较低。华福证券表示，关税对果链设备公司的影响不应被高估，苹果对供应商 的要求极为严格，国内果链公司具备不可替代性。 值得注意的是，Counterpoint此前发布报告称，2025年第三季度前八周，中国智能手机市场销量同比下 降2%，这与期内促销活动和国家补贴政策加剧了中高端市场的竞争且消费者更倾向购买中高端产品有 关。该机构预计，2025年第三季度中国智能手机市场将小幅下跌，而全年表现大体持平。 智通财经APP获悉，苹果概念股跌幅居前，截至发稿，鸿腾精密(06088)跌9.33%，报5.83港元；高伟电 子(01415)跌5.7%，报34.42港元；丘钛科技(01478)跌4.91%，报15.1港元；比亚迪电子(00285)跌4.59%， 报39.52港元。 ...

消息面上，Counterpoint此前发布报告称，2025年第三季度前八周，中国智能手机市场销量同比下降 2%，这与期内促销活动和国家补贴政策加剧了中高端市场的竞争且消费者更倾向购买中高端产品有 关。该机构预计，2025年第三季度中国智能手机市场将小幅下跌，而全年表现大体持平。 值得注意的是，OpenAI此前与果链龙头企业立讯精密（002475）达成战略合作。里昂表示，考虑到 OpenAI的设备团队核心成员均来自苹果公司，其选择与苹果供应链企业合作亦属合理。预计有关举措 可为现有苹果供应链企业带来新增长动力。 苹果概念股全线下跌，截至发稿，高伟电子(01415)跌5.32%，报36.64港元；富智康集团(02038)跌 5.05%，报17.66港元；比亚迪（002594）电子(00285)跌4.28%，报41.58港元；丘钛科技(01478)跌 3.33%，报15.98港元。 ...

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 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9月30日 狀態: 新提交 第 1 頁 共 10 頁 v 1.1.1 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 | | | | 864,756,800 | | 0 | | 864,756,800 | | 增加 / 減少 (-) | | | | 3,219,000 | | 0 | | | | 本月底結存 | | | | 867,975,800 | | 0 | | 867,975,800 | 第 2 頁 共 10 ...

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。 Cowell e Holdings Inc. 高偉電子控股有限公司 （股份代號：1415） （於開曼群島註冊成立的有限公司） 持續關連交易— (1) 更新現有採購框架協議及現有材料採購框架協議 (2) 修訂供應框架協議的年度上限 及 (3) 關連交易 — 機器銷售協議 (1) 更新現有採購框架協議及現有材料採購框架協議 茲提述本公司日期為2022年5月20日、2022年9月2日、2022年12月29日、2023 年4月19日、2023年11月10日及2024年7月17日的公佈，以及本公司日期為2023 年6月8日、2023年12月5日及2024年8月14日的通函，內容有關現有採購框架 協議及現有材料採購框架協議。 由於現有協議的期限將於2025年12月31日屆滿，而本集團有意在其各自的期 限屆滿後繼續進行相關交易，於2025年9月29日，本公司分別與立訊精密訂立 2026年採購框架協議及與LITCL訂立 ...

Group 1 - The core viewpoint of the reports indicates that the Hong Kong stock market is gaining attention from both domestic and foreign funds, entering a bullish phase [1] - The long-term bull market for Hong Kong stocks was established in Q4 of last year and is currently in the mid-stage, with liquidity and valuation cycles showing signs of improvement [1] - The liquidity cycle is approximately at the mid-point, with a generally loose adjustment expected over the next 1-2 years [1] - After three years of bear market, Hong Kong stocks are experiencing a valuation recovery, currently at the upper mid-level after more than a year of continuous recovery [1] - The earnings cycle has just begun to recover from the bottom, with major recovery concentrated in structurally prosperous sectors [1] Group 2 - Foreign institutions are optimistic about the prospects of the Hong Kong stock market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks [2] - Standard Chartered Bank has an "overweight" rating for Chinese stocks in its 2025 Global Market Outlook [2] - Morgan Stanley highlights that key sectors such as artificial intelligence, semiconductors, humanoid robots, and new consumption are primarily traded in Hong Kong and A-shares, attracting unprecedented interest from investors [2] - Key investment targets in the Hong Kong market include core growth sectors like internet, innovative pharmaceuticals, new consumption, and technology, which are expected to drive overall valuation increases [2] - Specific companies to watch include Xiaomi Group, Lenovo Group, AAC Technologies, SMIC, and BYD [2]

Group 1 - The core viewpoint of the reports indicates that the Hong Kong stock market is entering a bullish phase, with increasing attention from both domestic and foreign capital [1] - The long-term bull market for Hong Kong stocks was established in Q4 of last year, currently at a mid-point, with liquidity and valuation cycles showing signs of recovery [1] - The liquidity cycle is approximately at the mid-point, with expectations of overall easing in the next 1-2 years [1] - After three years of bear market, Hong Kong stocks are experiencing a valuation recovery, currently at the upper mid-range after over a year of continuous repair [1] - The earnings cycle has just begun to recover from the bottom, primarily in structurally prosperous sectors [1] Group 2 - Several foreign institutions have expressed a positive outlook on the Hong Kong stock market, with Goldman Sachs maintaining an "overweight" stance on Chinese stocks [2] - Standard Chartered Bank has kept an "overweight" rating on Chinese stocks in its 2025 Global Market Outlook [2] - Morgan Stanley noted that key sectors such as artificial intelligence, semiconductors, humanoid robots, and new consumption are primarily traded in Hong Kong and A-shares, attracting unprecedented interest from investors [2] Group 3 - Key investment targets in the Hong Kong market include core growth sectors such as internet, innovative pharmaceuticals, new consumption, and technology, which are expected to drive overall valuation increases [2] - Specific companies to focus on include: - Consumer electronics: Xiaomi Group (01810), Lenovo Group (00992), AAC Technologies (02018), SMIC (00981), and GoerTek (01415) [2] - Information technology services: VST Holdings (00856), Kingdee International (00268), and Jiufeng Intelligent Investment Holdings (09636) [2] - AI and robotics: Fourth Paradigm (06682), SenseTime (00020), and UBTECH (09880) [2] - New energy vehicles: BYD Company (01211) and Leapmotor (09863) [2]

Group 1 - The core viewpoint of the article highlights a continued decline in Hong Kong's Apple-related stocks, with significant drops in companies such as Hon Teng Precision and GoerTek, which fell by 3% [1] - Apple has reportedly recorded incredible demand for its iPhone 17 series, but faces direct pressure from Huawei's strong return and competition from other Chinese smartphone brands, which are squeezing Apple's market share in China [1] - There is a general market perception that Apple's pace of innovation in the smartphone sector is slowing, raising concerns about whether the iPhone 17 can achieve a significant surge in sales without substantial disruptive innovation [1] Group 2 - Specific stock performance data shows declines in various Apple-related companies, including GoerTek down 3.04%, AAC Technologies down 2.10%, and BYD Electronics down 1.73% [1] - The article lists the latest prices and percentage declines for several companies, indicating a broader trend of negative performance in the sector [1]

智通财经APP讯，高伟电子(01415)发布公告，于2025年9月23日，因购股权获行使发行合计26.7万股。 ...