Group 1 - The mobile industry chain is experiencing a significant decline, with multiple companies reporting substantial stock price drops [1] - Q Technology (01478.HK) has seen a decrease of 7.12%, trading at 9.91 HKD [1] - GoerTek (01415.HK) has dropped by 4.8%, now priced at 27.36 HKD [1] - Hon Teng (06088.HK) has fallen by 4.64%, currently at 4.93 HKD [1] - BYD Electronics (00285.HK) has decreased by 3.24%, trading at 32.9 HKD [1]

Core Viewpoint - The mobile industry chain is experiencing a significant downturn, with major companies like Q Technology, GoerTek, and BYD Electronics seeing substantial stock price declines due to a recent halt in storage chip procurement by several smartphone manufacturers [1] Group 1: Market Performance - Q Technology (01478) shares fell by 7.12%, trading at HKD 9.91 [1] - GoerTek (01415) shares decreased by 4.8%, trading at HKD 27.36 [1] - Hong Teng Precision (06088) shares dropped by 4.64%, trading at HKD 4.93 [1] - BYD Electronics (00285) shares declined by 3.24%, trading at HKD 32.9 [1] Group 2: Supply Chain Dynamics - Since the second half of 2025, the global storage chip industry has entered a rare uptrend, leading to increased costs for complete devices [1] - Major smartphone manufacturers like OPPO and vivo have low inventory levels, with some DRAM stocks below three weeks, causing hesitation in accepting price increases of nearly 50% from suppliers [1] Group 3: Forecast Adjustments - TrendForce has revised down its production shipment forecasts for global smartphones and laptops for 2026, from a growth of 0.1% and 1.7% to declines of 2% and 2.4%, respectively [1] - There is a risk of further downward adjustments in production forecasts if the imbalance in storage supply and demand worsens or if the increase in terminal prices exceeds expectations [1]

Core Viewpoint - The mobile industry chain is experiencing a significant downturn, with major companies like Q Technology, GoerTek, Hongteng Precision, and BYD Electronics seeing substantial stock price declines due to a recent halt in storage chip procurement by several smartphone manufacturers [1] Industry Summary - Since the second half of 2025, the global memory chip industry has entered a rare uptrend, leading to increased costs for complete devices and potential price hikes for end products [1] - TrendForce has downgraded the production shipment forecasts for global smartphones and laptops for 2026, from a growth of 0.1% and 1.7% to declines of 2% and 2.4%, respectively [1] - There is a risk of further downgrades in production shipment forecasts if the imbalance in supply and demand for memory chips worsens or if the price increases for end products exceed expectations [1]

Core Viewpoint - The Hong Kong stock market saw a decline in Apple-related stocks, with significant drops in several key companies [1] Group 1: Stock Performance - Hong Teng Precision fell nearly 5%, closing at 5.100 with a market capitalization of 372.49 million and a year-to-date increase of 39.73% [2] - Q Technology dropped 3.72%, with a latest price of 10.600 and a total market value of 12.609 billion, reflecting a year-to-date increase of 70.14% [2] - Lens Technology decreased by 3.16%, priced at 24.540 and a market cap of 129.677 billion, with a year-to-date rise of 35.80% [2] - Tongda Group fell 3.05%, trading at 4.450 with a market capitalization of 866 million, showing a year-to-date increase of 9.88% [2] - Sunny Optical Technology declined by 2.90%, with a latest price of 67.050 and a market cap of 73.407 billion, down 1.86% year-to-date [2] - BYD Electronics saw a drop of 2.37%, priced at 33.800 and a market value of 76.158 billion, reflecting an 18.42% decrease year-to-date [2] Group 2: Other Notable Stocks - FIH Mobile experienced a slight decline of 0.86%, with a price of 18.470 and a market cap of 14.465 billion, showing a year-to-date increase of 100.76% [2] - East China Group Holdings fell by 0.79%, trading at 2.500 with a market capitalization of 2.083 billion, reflecting a year-to-date rise of 16.88% [2] - Gao Wei Electronics decreased by 0.48%, priced at 28.840 and a market cap of 25.035 billion, with a year-to-date increase of 1.91% [2] - VST Holdings saw a minor drop of 0.34%, trading at 8.680 with a market value of 12.411 billion, reflecting a year-to-date increase of 75.60% [2]

Group 1 - The core viewpoint of the article indicates that Apple concept stocks in the Hong Kong market are mostly underperforming due to poor sales of the iPhone Air, leading to a delay in the release of the next generation iPhone Air [1] - Foxconn has reportedly dismantled all but one and a half production lines for the iPhone Air and is expected to cease production entirely by the end of the month [1] - Another production partner, Luxshare Precision, has also ended production of the iPhone Air model by the end of October [1] Group 2 - Specific stock performance includes: 创业权爱 down 5.04%, 东江集团控股 down 1.16%, 通达集团 down 0.87%, 高伟电子 down 0.75%, 瑞声科技 down 0.31%, 比亚迪电子 down 0.11%, and 舜宇光学科技 down 0.07% [1]

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10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: 2025年11月5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 | ...

Cowell e Holdings Inc. 高偉電子控股有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock code 股份代號 : 1415) N O T I F I C AT I O N L E T T E R 通 知 信 函 Dear Registered Shareholders, Cowell e Holdings Inc. (the "Company") – Notice of Publication of Extraordinary General Meeting Circular and Proxy Form (the "Current Corporate Communications") The Current Corporate Communications of the Company have been published in English and Chinese languages and are available on the website of T ...

Cowell e Holdings Inc. 高偉電子控股有限公司 (Incorporated in the Cayman Islands with limited liability) （於開曼群島註冊成立的有限公司） (Stock code 股份代號 : 1415) N O T I F I C AT I O N L E T T E R 通 知 信 函 Dear non-registered shareholder(s), 4 November 2025 Pursuant to Rule 2.07 of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corporate communications that came into effect on 31 December 202 ...

高偉電子控股有限公司 Cowell e Holdings Inc. （股份代號：1415） （於開曼群島註冊成立的有限公司） 股東特別大會的代表委任表格 本人╱吾等(1) ， 地址為 ， 乃高偉電子控股有限公司（「本公司」）股本每股面值0.004美元股份 股(2)之 登記持有人，茲(3)委任大會主席，或 ， 地址為 ， 股東簽署(7) 附註： (1) 請用正楷填寫全名及地址。 (2) 請填上 閣下名下所登記的股份數目。如未填上股份數目，則本代表委任表格將被視為與所有 閣下名下登記的股份有關。 (3) 如擬委派股東特別大會主席以外其他人士為代表，請將「大會主席，或」字樣刪去，並在空欄內填上所擬委派代表的 閣下姓名 及地址。本代表委任表格的每項刪改，均須由簽署人簡簽示可。 (4) 請在每項決議案側空格內，按 閣下的意願填上「✓」號以指示代表投票。若送回的代表委任表格已簽署但無註明投票意願，則 代表可自行決定投票贊成或反對決議案或放棄投票。除召開股東特別大會的通告所載的決議案外，受委代表亦有權就於大會上 正式提呈的任何決議案（或其修訂）自行酌情投票或放棄投票。 (5) 上述決議案的全文載於日期為2025年11月4日 ...

高偉電子控股有限公司 Cowell e Holdings Inc. （於開曼群島註冊成立的有限公司） （股份代號：1415） 股東特別大會通告 茲通告高偉電子控股有限公司（「本公司」）謹定於2025年11月19日上午十時正以虛 擬會議方式舉行股東特別大會（「股東特別大會」），以考慮及酌情通過（無論有否修訂） 下列決議案為本公司普通決議案： 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通告的內容概不負責，對其準確性或完 整性亦不發表任何聲明，並明確表示，概不就因本通告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。 普通決議案 承董事會命 高偉電子控股有限公司 主席 孟岩 香港，2025年11月4日 附註： 1. 本公司將以虛擬會議方式舉行股東特別大會。登記股東及非登記股東可(i)以電子途徑出席股東 特別大會並投票；或(ii)藉委任彼等本身的受委代表或本公司指定受委代表擔任彼等的受委代 表，行使於股東特別大會投票的權利。透過登入指定網上平台，股東將能夠實時收看股東特別 大會現場網絡直播、提交問題及投票。 – 1 – 1. 「動議謹此批准本通告構成其中一部分的本公司通函（「通函」） ...