Core Viewpoint - Apple-related stocks have seen significant declines, driven by lower-than-expected demand for the iPhone Air and subsequent supply chain adjustments [1] Group 1: Stock Performance - FIH Mobile (02038) dropped 6.22%, trading at HKD 18.1 [1] - Hon Teng Precision (06088) fell 5.51%, trading at HKD 5.32 [1] - Q Technology (01478) decreased by 4.82%, trading at HKD 14.01 [1] - GoerTek (01415) declined 3.95%, trading at HKD 31.62 [1] - BYD Electronics (00285) saw a drop of 3.79%, trading at HKD 37.04 [1] Group 2: Demand and Supply Chain Insights - Renowned Apple analyst Ming-Chi Kuo indicated that demand for the iPhone Air is below expectations, leading to supply chain reductions in shipments and production capacity [1] - Supply chain capacity is expected to shrink by over 80% by Q1 2026, with some components anticipated to cease production by the end of 2025 due to extended lead times [1] - Existing Pro and standard models are effectively meeting high-end user demand, making it challenging to identify new market segments [1] Group 3: Market Sentiment and Trade Variables - Trade variables are affecting market sentiment, but the impact of tariffs on Apple’s supply chain equipment companies should not be overstated [1] - Apple maintains strict requirements for suppliers, ensuring that domestic supply chain companies remain irreplaceable [1] - Equipment companies may see Apple redirect resources towards cost-reducing and efficiency-enhancing technologies such as flexible automation and 3D printing [1] - There is potential for accelerated promotion of high-end models, foldable screens, and smart glasses, which could benefit new production line establishment and upgrades [1]

Core Insights - Apple-related stocks have shown strong performance, with notable increases in share prices for companies such as Highgreat Electronics (5.42%), Q Technology (4.96%), and BYD Electronics (3.46%) [1] Sales Performance - According to Counterpoint Research, the sales of the iPhone 17 series in the first 10 days after launch in China and the US are 14% higher compared to the iPhone 16 during the same period [1] - The base model iPhone 17 has performed particularly well in the Chinese market, while the high-end iPhone 17 Pro Max has seen the strongest demand growth in the US [1] Product Comparison - The new ultra-thin iPhone Air, although targeting a smaller audience and generating less buzz than the base iPhone 17, has already surpassed the sales of the previous "Plus" model it replaced [1]

Core Insights - Apple's stock price reached an all-time high, boosting the share prices of related companies in the Hong Kong market [1] - Strong demand for the new iPhone 17 series is indicated, with sales in the first ten days surpassing those of the iPhone 16 series by 14% in both the US and China [1] Company Performance - Gawei Electronics saw a price increase of 5.36%, with a market capitalization of 293.55 billion and a year-to-date increase of 19.51% [2] - Hongteng Precision rose by 5.03%, with a market cap of 427.26 billion and a year-to-date increase of 60.27% [2] - Lens Technology increased by 5.00%, with a market cap of 1,421.48 billion and a year-to-date increase of 48.86% [2] - AAC Technologies experienced a 4.18% rise, with a market cap of 480.41 billion and a year-to-date increase of 9.77% [2] - Q Technology's stock rose by 3.28%, with a market cap of 175.81 billion and a year-to-date increase of 137.24% [2] - Sunny Optical Technology increased by 3.94%, with a market cap of 894.46 billion and a year-to-date increase of 19.59% [2] - FIH Mobile saw a 3.62% rise, with a market cap of 148.01 billion and a year-to-date increase of 105.54% [2] - BYD Electronics increased by 3.46%, with a market cap of 903.54 billion but a year-to-date decrease of 3.21% [2]

Core Viewpoint - The Hong Kong stock market is experiencing a strong performance in the Apple-related sector, with several companies showing significant gains in their stock prices [1] Company Performance - Highwei Electronics has seen its stock price increase by over 5% [1] - Lens Technology, Hon Teng Precision, AAC Technologies, and Sunny Optical Technology have all reported stock price increases of over 4% [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。 承董事會命 高偉電子控股有限公司 主席 孟岩 香港，2025年10月20日 於本公佈日期，董事會由執行董事孟岩先生及吳英政先生；非執行董事陳漢洋先生及楊立先 生；以及獨立非執行董事蘇艶雪女士、蔡鎮隆先生及劉霞女士組成。 茲提述高偉電子控股有限公司（「本公司」）日期為2025年9月29日的公佈（「該公 佈」），內容有關（其中包括）更新現有採購框架協議及現有材料採購框架協議。 除另行界定外，本公佈所用詞彙與該公佈所界定者具有相同涵義。 誠如該公佈所披露，一份載有（其中包括）2026年採購框架協議及2026年材料採 購框架協議、其項下擬進行的交易及建議年度上限的進一步詳情，連同獨立董 事委員會的推薦建議以及獨立財務顧問致獨立董事委員會及獨立股東的意見 之通函（「通函」），預期將於2025年10月21日或之前寄發予股東。由於需要額外 時間落實通函內的若干資料，通函的寄發日期將延遲至2025年11月4日或之前。 ...

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。 ...

Core Viewpoint - The Hong Kong stock market saw significant declines in Apple-related stocks on October 13, with notable drops in several companies' share prices [1] Group 1: Company Performance - Hong Teng Precision (06088.HK) experienced a decline of 9.33%, trading at 5.83 HKD [1] - Gao Wei Electronics (01415.HK) fell by 5.7%, with shares priced at 34.42 HKD [1] - Qiu Tai Technology (01478.HK) saw a decrease of 4.91%, trading at 15.1 HKD [1] - BYD Electronics (00285.HK) dropped by 4.59%, with shares at 39.52 HKD [1]

Core Viewpoint - Apple-related stocks have experienced significant declines, with various companies showing notable drops in their stock prices due to recent tariff announcements from the U.S. government [1] Group 1: Stock Performance - Hongteng Precision (06088) fell by 9.33%, trading at 5.83 HKD [1] - Gao Wei Electronics (01415) decreased by 5.7%, trading at 34.42 HKD [1] - Qiutai Technology (01478) dropped by 4.91%, trading at 15.1 HKD [1] - BYD Electronics (00285) declined by 4.59%, trading at 39.52 HKD [1] Group 2: Tariff Impact - The U.S. has announced a 100% tariff on Chinese goods, but analysts from招商证券 suggest that this should be viewed as a bargaining chip rather than a definitive outcome, indicating a low probability of the tariff being implemented [1] - 华福证券 emphasizes that the impact of tariffs on Apple’s supply chain companies should not be overstated, as Apple has strict requirements for its suppliers, and domestic companies in the supply chain are irreplaceable [1] Group 3: Market Trends - Counterpoint's report indicates that the Chinese smartphone market saw a 2% year-on-year decline in sales during the first eight weeks of Q3 2025, attributed to intensified competition in the mid-to-high-end market and consumer preference for higher-end products [1] - The same report forecasts a slight decline in the Chinese smartphone market for Q3 2025, with overall performance expected to remain stable for the year [1]

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 ...