Core Viewpoint - The mobile industry chain continues to rise, driven by the collaboration between AI model developers and mobile hardware manufacturers, marking a significant phase in the integration of AI technology into smartphones [1] Group 1: Stock Performance - AAC Technologies (02018) increased by 5.37%, reaching HKD 40 - BYD Electronics (00285) rose by 2.78%, reaching HKD 34.74 - GoerTek (01415) saw a 2.67% increase, reaching HKD 30.8 - Q Technology (01478) grew by 2.93%, reaching HKD 9.83 [1] Group 2: Industry Developments - On December 1, ByteDance's AI assistant "Doubao" and ZTE announced the launch of a small batch sale of Nubia brand engineering prototypes equipped with Doubao technology [1] - The arrival of the AI smartphone era is seen as a key differentiator in the future consumer electronics market, according to a report by Galaxy Securities [1] - Various manufacturers are releasing AI models and focusing on generative AI smartphones, with domestic brands in China prioritizing this trend to capture a broader market and enhance product value [1]

Core Viewpoint - The mobile industry chain continues to rise, driven by the collaboration between AI model developers and mobile hardware manufacturers, marking a significant phase in the integration of AI technology into smartphones [1] Group 1: Market Performance - Companies such as AAC Technologies (02018) saw a stock increase of 5.37%, reaching HKD 40; BYD Electronics (00285) rose by 2.78% to HKD 34.74; GoerTek (01415) increased by 2.67% to HKD 30.8; and Q Technology (01478) gained 2.93%, reaching HKD 9.83 [1] Group 2: Industry Developments - On December 1, ByteDance's AI assistant "Doubao" and ZTE announced the launch of a small batch sale of Nubia brand engineering prototypes equipped with Doubao's mobile assistant technology preview version, indicating a deep cross-industry collaboration [1] - According to a report from Galaxy Securities, the advent of the AI smartphone era signifies that AI will become a key differentiating factor in the future consumer electronics market [1] - Multiple manufacturers have released AI large models, focusing on generative AI smartphones, with domestic brands in China placing significant emphasis on seizing broader market opportunities during this new innovation cycle to enhance product value and solidify brand market position [1]

Core Viewpoint - The Hong Kong stock market saw a continued rise in Apple-related stocks, driven by positive supply chain news regarding the upcoming iPhone Fold, which is expected to be released by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronics (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% to 5.120 [2] - Q Technology (丘钛科技) gained 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) saw a slight increase of 1.13% to 30.340 [2] Group 2: Product Development - Apple's first foldable phone, the iPhone Fold, has entered the Engineering Validation Test (EVT) and pre-production stages, with only minor design adjustments remaining [1] - Recent supply chain reports indicate that component manufacturers are already in a state of readiness, suggesting that the final design of the iPhone Fold is largely confirmed and a release is highly probable next year [1]

Core Viewpoint - The Apple concept stocks in the Hong Kong market continue to rise, driven by news regarding the upcoming release of Apple's first foldable phone, the iPhone Fold, which is expected to be launched by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronic (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% [2] - Q Technology (丘钛科技) grew by 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) increased by 1.13% to 30.340 [2] Group 2: Product Development - The iPhone Fold has entered the Engineering Validation Test (EVT) and pre-production phases, with only minor design adjustments remaining [1] - Supply chain sources indicate that component manufacturers are already in a state of readiness to supply parts to assembly factories, suggesting that the final design of the iPhone Fold is largely confirmed [1]

Market Overview - US stock indices rebounded overnight, with Hong Kong stocks slightly fluctuating and closing up 0.07% [1] - The economic outlook remains cautious, with half of the Federal Reserve districts reporting decreased hiring intentions, indicating potential interest rate cuts in December [2] International Relations - Trump urged Japanese Prime Minister Kishi to avoid escalating tensions regarding Taiwan, reflecting a more restrained stance from Japan [1] - French President Macron is set to visit China from December 3, aiming to improve Sino-French relations, which could benefit European relations as well [1] Consumer Sector - Pop Mart (09992) is expected to benefit from the upcoming holiday season, with a nearly 7% increase in stock price [3] - The automotive sector is seeing growth, with the Ministry of Commerce promoting reforms to boost consumption, leading to significant stock price increases for companies like Yongda Automobile (03669) [2] Technology and Innovation - Alibaba's Quark AI glasses were launched, with significant pre-sale success, leading to a 4% increase in stock price for related companies [4] - TCL Electronics is also entering the AI glasses market, contributing to a 6% rise in its stock price [4] Pharmaceutical Industry - Hansoh Pharmaceutical (03692) is advancing its innovative drug pipeline, with significant revenue growth and a strong project reserve [7] - The company reported a 22.1% year-on-year increase in sales revenue for its innovative drugs in the first half of 2025 [7] Gold Market - Deutsche Bank has raised its gold price forecast for 2026, indicating a structural bull market driven by official purchases rather than consumer demand [6] - The potential shift of cryptocurrency funds into physical gold could further boost prices, impacting related stocks [6] Clinical Trials and Drug Approvals - Hansoh Pharmaceutical has over 40 innovative drug candidates in clinical trials, with several new drugs entering Phase III trials [9] - The company has secured international partnerships for its ADC products, highlighting its growing recognition in the global market [9]

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. 於股東特別大會日期，已發行股份總數為868,070,800股，而本公司並無持有任 何庫存股（包括透過中央結算及交收系統持有或存放於中央結算及交收系統的 任何庫存股）。由於控股股東王來春女士及王來勝先生於立訊精密擁有權益， 並於LITCL擁有間接控制權，於股東特別大會日期，LITCL通過立景創新科技 擁有本公司全部已發行股本約69.98%，立景創新科技被視為於2026年採購框架 協議及2026年材料採購框架協議中擁有重大權益，並已於股東特別大會上就批 准2026年採購框架協議及2026年材料採購框架協議之第1及2項決議案放棄投票。 於股東特別大會日期，賦予股東權利出席股東特別大會並於會上投票贊成或 反對所提呈決議案的股份總數為59,323,060股，佔本公司已發行股本約6.83%。 除上文所披露者外，據董事經作出一切合理查詢後所深知、盡悉 ...

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]