指纹识别模组产品销售数量同比下跌主要是由于部分于印度丘钛生产及销售的产品自自2025年9月26日 (含当日)起不再计入本集团的销售数量，而同期并无该等情况。 丘钛科技(01478)发布公告，于2025年12月，手机摄像头模组销量为4308万件，环比增加13.2%，同比增 加40.8%。摄像头模组销售数量合计4593.8万件，环比增加10%，同比增加43.6%。指纹识别模组销售数 量合计1794.7万件，环比增加0.9%，同比减少12%。 公告称，摄像头模组产品销售数量同比及环比增长，主要是由于海外客户需求增加及供应份额持续上 升，令得3200万像素以下摄像头模组的销售数量明显增长。同时，其他领域摄像头模组产品的销售情况 继续向好，本集团应用于物联网(IoT)及智能汽车领域的摄像头模组销售数量均同比大幅增长。 ...

指纹识别模组产品销售数量同比下跌主要是由于部分于印度丘钛生产及销售的产品自自2025年9月26日 (含当日)起不再计入本集团的销售数量，而同期并无该等情况。 智通财经APP讯，丘钛科技(01478)发布公告，于2025年12月，手机摄像头模组销量为4308万件，环比增 加13.2%，同比增加40.8%。摄像头模组销售数量合计4593.8万件，环比增加10%，同比增加43.6%。指 纹识别模组销售数量合计1794.7万件，环比增加0.9%，同比减少12%。 公告称，摄像头模组产品销售数量同比及环比增长，主要是由于海外客户需求增加及供应份额持续上 升，令得3200万像素以下摄像头模组的销售数量明显增长。同时，其他领域摄像头模组产品的销售情况 继续向好，本集团应用于物联网(IoT)及智能汽车领域的摄像头模组销售数量均同比大幅增长。 ...

格隆汇1月12日丨丘钛科技(01478.HK)披露2025年12月主营产品销售数据，当月摄像头模组销售合计 4593.8万件，环比增长10.0%，同比增加43.6%；其中，手机摄像头模组当月摄像头模组销售4308.0万 件，环比增长13.2%，同比增长40.8%。当月指纹识别模组销售数量合计1794.7万件，环比增长0.9%，同 比减少12.0%。 摄像头模组产品销售数量同比及环比增长，主要是由于海外客户需求增加及供应份额持续上升，令得 3,200万像素以下摄像头模组的销售数量明显增长。同时，其他领域摄像头模组产品的销售情况继续向 好，集团应用于物联网(IoT)及智能汽车领域的摄像头模组销售数量均同比大幅增长。 ...

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，概不對因本公告全部或任何部份內容而產生 或因倚賴該等內容而引致的任何損失承擔任何責任。 Q TECHNOLOGY (GROUP) COMPANY LIMITED 丘鈦科技(集團)有限公 司 （於開曼群島註冊成立的有限公司） 自願公告 本公告乃由丘鈦科技（集團）有限公司（「本公司」，連同其附屬公司統稱「本集 團」）自願作出。除另有指明者外，本公告所採用之產品銷售數量統計口徑與本 公司日期為二零二五年十一月十一日之公告一致。 本公司董事（「董事」）會（「董事會」）謹此宣佈，本集團及本公司之聯營公司 Kunshan Q Tech Microelectronics (India) Private Limited（「印度丘鈦」）於二零二五 年十二月主營產品銷售數量詳細如下： 一、本集團主營產品銷售數量 | | 2025年12月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | （%） | （%） | | 手機攝像頭模組 | 43,08 ...

Group 1 - The mobile industry chain is experiencing a significant decline, with major companies like Highgreat Electronics, BYD Electronics, Lens Technology, and Q Tech all reporting stock price drops ranging from 1.95% to 3.8% [1] - The global DRAM market is undergoing a substantial price increase, described as the "strongest" in history, with prices rising rapidly since July 2025, and most categories seeing increases of over 100% [1] - DDR4 and DDR5 memory prices have surged by 2-3 times within the year, and the price increase trend is expected to accelerate into 2026 [1] Group 2 - Citic Securities indicates that manufacturers are raising prices or reducing product configurations, reflecting the significant cost pressure from rising memory prices being passed on to end consumers, which may lead to a temporary decline in consumer electronics sales [2] - Despite the impact of rising storage prices on the consumer electronics sector, there is an expectation of low fundamental performance in 2026, but the acceleration of AI innovation trends in 2026-2027 is anticipated, with major companies like Apple, Google, and OAI focusing on AI terminal entry to create a closed loop of computing power, terminals, and applications [2]

Group 1 - The mobile industry chain is experiencing a decline, with notable drops in stock prices for companies such as Highgreat Electronics (-3.8%), BYD Electronics (-3%), Lens Technology (-2.66%), and Q Tech (-1.95%) [1] - The global DRAM market is undergoing a significant price increase, described as the "strongest" price surge in history, with prices rising over 100% for most categories since July 2025 [1] - DDR4 and DDR5 memory prices have increased by 2-3 times within the year, and the price escalation is expected to accelerate into 2026 [1] Group 2 - Major manufacturers are raising prices or reducing product configurations, indicating that the cost pressure from rising memory prices is being transmitted to end consumers, leading to a temporary decline in consumer electronics sales [2] - The industry is likely to see a concentration of resources and pricing power among leading brands with scale and supply chain advantages [2] - Despite the low expectations for the consumer electronics sector due to memory price increases, there is a clear trend of accelerated innovation in AI from major companies like Apple, Google, and OAI, aiming to create a closed loop of computing power, terminals, and applications in 2026-2027 [2]

港股苹果概念股震荡走低，高伟电子(01415.HK)跌超3%，舜宇光学科技(02382.HK)、瑞声科技 (02018.HK)跌超2%，丘钛科技(01478.HK)、比亚迪电子(00285.HK)跌超1%。 本文源自：金融界AI电报 ...

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12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: 丘鈦科技（集團）有限公司 呈交日期: 2026年1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) | 01478 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 50,000,000,000 | HKD | | 0.01 | HKD | | 500,000,000 | ...

华安证券（600909）表示，AI手机正在重塑产业，2025年市场整体保持温和增长，而竞争焦点已转向 端侧AI能力。手机操作系统正从"应用启动器"向"系统级智能体"演进，以豆包手机为代表的创新产品尝 试实现底层AI融合与跨应用操作，苹果与安卓阵营的旗舰芯片也在持续提升NPU算力，共同推动端侧 AI的普及与体验升级。 消息面上，2026年国补续期。个人消费者购买手机、平板、智能手表手环、智能眼镜等4类产品（单件 销售价格不超过6000元），按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补 贴不超过500元。大同证券发布研报称，综合来看，未来的手机市场增长将更加依赖于突破性的技术创 新和有效的市场刺激政策。 手机产业链逆市走高，截至发稿，丘钛科技(01478)涨1.54%，报8.58港元；瑞声科技(02018)涨1.38%， 报39.76港元；高伟电子(01415)涨1.03%，报27.36港元。 ...

Group 1 - The mobile industry chain is experiencing an upward trend, with companies like Q Technology (01478) up by 1.54% to HKD 8.58, AAC Technologies (02018) up by 1.38% to HKD 39.76, and GoerTek (01415) up by 1.03% to HKD 27.36 [1] - A new subsidy policy for personal consumers will be effective until 2026, providing a 15% subsidy on the sales price for mobile phones, tablets, smartwatches, and smart glasses, with a maximum subsidy of HKD 500 per item [1] - Daitong Securities reports that future growth in the mobile market will increasingly depend on breakthrough technological innovations and effective market stimulus policies [1] Group 2 - Huashan Securities indicates that AI smartphones are reshaping the industry, with moderate overall market growth expected by 2025, and the focus of competition shifting towards edge AI capabilities [1] - The evolution of mobile operating systems is transitioning from "application launchers" to "system-level intelligent agents," with innovative products like Doubao smartphones attempting to integrate foundational AI and cross-application operations [1] - Both Apple and Android flagship chips are continuously enhancing NPU computing power, driving the popularization and upgrade of edge AI experiences [1]