手机产业链早盘全线上涨，截至发稿，丘钛科技（01478）上涨6.73%，报9.20港元；瑞声科技 （02018）上涨5.20%，报38.82港元；舜宇光学（02382）上涨3.95%，报59.20港元；高伟电子 （01415）上涨2.11%，报29.16港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 手机产业链早盘全线上涨，截至发稿，丘钛科技（01478）上涨6.73%，报9.20港元；瑞声科技 （02018）上涨5.20%，报38.82港元；舜宇光学（02382）上涨3.95%，报59.20港元；高伟电子 （01415）上涨2.11%，报29.16港元。 ...

每经AI快讯，港股手机产业链全线上涨，截至发稿，丘钛科技(01478.HK)涨7.89%，报9.3港元；瑞声科 技(02018.HK)涨4.77%，报38.66港元；舜宇光学(02382.HK)涨4.3%，报59.4港元；高伟电子(01415.HK) 涨2.88%，报29.28港元。 ...

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: 2026年1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2月4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 | 本 ...

港股手机产业链股集体走低，其中，高伟电子跌超6%，蓝思科技跌近6%，丘钛科技、富智康集团跌超 4%，瑞声科技、伟仕佳杰、比亚迪电子、通达集团、东江集团控股跟跌。 本文源自：金融界AI电报 ...

Group 1 - The Hong Kong stock market for the smartphone supply chain has seen a collective decline, with notable drops including High伟电子 down over 6% and 蓝思科技 down nearly 6% [1] - By December 2025, China's smartphone sales are projected to reach approximately 21 million units, representing a year-on-year decline of about 20% [1] - Major smartphone brands such as 华为, OPPO, 荣耀, vivo, and 苹果 hold market shares of approximately 20%, 17%, 14%, 14%, and 13% respectively [1] Group 2 - Goldman Sachs has revised its global smartphone shipment forecasts for 2026/27 down by 6% and 5% to 1.2 billion units each year, indicating a year-on-year change of -6% and +2% [1] - Counterpoint Research suggests that the smartphone market is unlikely to recover before 2027, with normalization expected in the second half of 2027 or early 2028 [1] - The smartphone industry is expected to seek a balance between cost, performance, and innovation in response to ongoing challenges and rising costs due to memory price increases and technological iterations [1]

Core Viewpoint - The smartphone supply chain is experiencing a significant downturn, with major companies seeing declines in stock prices and forecasts indicating a drop in smartphone sales in China by approximately 20% year-on-year by December 2025 [1] Group 1: Company Performance - QiuTai Technology (01478) shares fell by 5.91%, trading at HKD 8.75 [1] - BYD Electronics (00285) shares decreased by 4.13%, trading at HKD 32.02 [1] - GoerTek (01415) shares dropped by 3.76%, trading at HKD 29.14 [1] Group 2: Market Forecasts - China's smartphone sales are projected to reach approximately 21 million units by December 2025, reflecting a year-on-year decline of about 20% [1] - Goldman Sachs has revised its global smartphone shipment forecasts for 2026/27 down by 6% and 5% to 1.2 billion units for both years, indicating a year-on-year change of -6% and +2% respectively [1] Group 3: Market Share - The top five smartphone brands in China by market share are Huawei (20%), OPPO (17%), Honor (14%), Vivo (14%), and Apple (13%) [1]

Group 1 - The smartphone industry is experiencing a decline, with major companies like Q Technology, BYD Electronics, and GoerTek seeing significant stock price drops of 5.91%, 4.13%, and 3.76% respectively [1] - By December 2025, China's smartphone sales are projected to reach approximately 21 million units, representing a year-on-year decrease of about 20% [1] - The top five smartphone brands in China by market share are Huawei (20%), OPPO (17%), Honor (14%), vivo (14%), and Apple (13%) [1] Group 2 - Goldman Sachs has revised its global smartphone shipment forecasts for 2026/27 down by 6% and 5% to 1.2 billion units for both years, indicating a year-on-year change of -6% and +2% respectively [1] - The decline in smartphone shipments is attributed to rising memory prices impacting the overall market [1]

Group 1 - The stock of Gawei Electronics (01415.HK) has dropped over 5%, currently down by 5.27% at HKD 29.5 [1] - The trading volume reached HKD 117 million [1]

Core Viewpoint - Gao Wei Electronics (01415) experienced a decline of over 5%, currently down 5.27% at HKD 29.5, with a trading volume of HKD 117 million [1] Group 1: Company Performance - Gao Wei Electronics' stock price underperformed compared to the Hang Seng Index in the previous quarter, attributed to market concerns over rising memory prices potentially weakening iPhone demand [1] - The company is expected to see resilient orders this year, with an anticipated 8% year-on-year growth in electronic manufacturing services shipment volume in the first half of the year [1] Group 2: Industry Insights - Analyst Ming-Chi Kuo from Tianfeng International Securities stated that Apple's pricing strategy for the iPhone 18 series aims to avoid price increases, which is beneficial for marketing [1] - Apple is set to announce its fiscal Q1 2026 earnings after the US market closes on January 29 [1] - Current memory pricing for iPhones is negotiated quarterly rather than semi-annually, indicating a potential price increase in the second quarter of 2026, with the expected quarterly increase similar to that of the first quarter [1]

Core Viewpoint - Gao Wei Electronics (01415) experienced a decline of over 5%, currently trading at 29.5 HKD with a transaction volume of 117 million HKD [1] Group 1: Company Performance - Gao Wei Electronics' stock price underperformed compared to the Hang Seng Index in the previous quarter, attributed to market concerns over rising memory prices potentially weakening iPhone demand [1] - The company is expected to see resilient orders this year, with an anticipated year-on-year growth of 8% in electronic manufacturing services shipment volume in the first half of the year [1] Group 2: Industry Insights - Analyst Guo Mingqi from Tianfeng International Securities indicated that Apple's pricing strategy for the iPhone 18 series aims to avoid price increases, which is beneficial for marketing [1] - Current memory pricing for iPhones is negotiated quarterly rather than biannually, suggesting a potential price increase in the second quarter of 2026, with the expected increase in line with the first quarter [1] - Apple is set to announce its fiscal year 2026 Q1 earnings after the US market closes on January 29 [1]