公告称，摄像头模组产品销售数量同比增长，主要是由于海外客户需求增加及供应份额持续上升。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。 指纹识别模组产品销售数量同比及环比增长，主要是由于超声波指纹识别模组的行业渗透率持续提升及 客户项目周期影响。 丘钛科技(01478)涨超5%，截至发稿，涨5.68%，报9.11港元，成交额767.33万港元。 消息面上，近日，丘钛科技发布公告，于2026年1月，手机摄像头模组销量为4148.2万件，环比减少 3.7%，同比增加19.5%。摄像头模组销售数量合计4407.1万件，环比减少4.1%，同比增加22.8%。指纹 识别模组销售数量合计1974.1万件，环比增加10%，同比增加18.4%。 ...

Core Viewpoint - The mobile industry chain experienced a significant increase in stock prices during early trading, indicating positive market sentiment towards the sector [1][2]. Company Performance - Q Technology (01478) saw a rise of 6.73%, reaching HKD 9.20 [1][2]. - AAC Technologies (02018) increased by 5.20%, with shares priced at HKD 38.82 [1][2]. - Sunny Optical Technology (02382) rose by 3.95%, trading at HKD 59.20 [1][2]. - GoerTek (01415) experienced a 2.11% increase, with shares at HKD 29.16 [1][2].

丘钛科技（01478）盘中涨超8%，截至发稿，股价上涨7.54%，现报9.27港元，成交额3118.14万港元。 近日，丘钛科技发布公告，于2026年1月，手机摄像头模组销量为4148.2万件，环比减少3.7%，同比增 加19.5%。摄像头模组销售数量合计4407.1万件，环比减少4.1%，同比增加22.8%。指纹识别模组销售数 量合计1974.1万件，环比增加10%，同比增加18.4%。 公告称，摄像头模组产品销售数量同比增长，主要是由于海外客户需求增加及供应份额持续上升。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。 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 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 丘钛科技（01478）盘中涨超8%，截至发稿，股价上涨7.54%，现报9.27港元，成交额3118.14万港元。 近日，丘钛科技发布公告，于2026年1月，手机摄像头模组销量为4148.2万件，环比减少3.7%，同比增 加19.5%。摄像头模组销售数量合计4407.1万件 ...

Group 1 - The Hong Kong stock market for the mobile industry chain has seen a significant increase, with all listed companies in the sector rising [1] - Q Technology (01478.HK) experienced a rise of 7.89%, reaching HKD 9.3 [1] - AAC Technologies (02018.HK) increased by 4.77%, trading at HKD 38.66 [1] - Sunny Optical (02382.HK) rose by 4.3%, with a price of HKD 59.4 [1] - GoerTek (01415.HK) saw an increase of 2.88%, priced at HKD 29.28 [1]

消息面上，近日，丘钛科技发布公告，于2026年1月，手机摄像头模组销量为4148.2万件，环比减少 3.7%，同比增加19.5%。摄像头模组销售数量合计4407.1万件，环比减少4.1%，同比增加22.8%。指纹 识别模组销售数量合计1974.1万件，环比增加10%，同比增加18.4%。 公告称，摄像头模组产品销售数量同比增长，主要是由于海外客户需求增加及供应份额持续上升。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。 指纹识别模组产品销售数量同比及环比增长，主要是由于超声波指纹识别模组的行业渗透率持续提升及 客户项目周期影响。 智通财经APP获悉，丘钛科技(01478)涨超5%，截至发稿，涨5.68%，报9.11港元，成交额767.33万港 元。 ...

Market Overview - The Hong Kong stock market opened slightly lower, with the Hang Seng Index down 0.2% at 27,210.56 points, the Hang Seng Tech Index down 0.47% at 5,474.25 points, and the National Enterprises Index down 0.19% at 9,250.27 points [1] - Major tech stocks mostly opened lower, with Alibaba down 1.37%, Tencent down 2.01%, and Meituan down 2.48%, while AI application stocks showed strength, with Zhihui up 8.77% and MINIMAX-WP up 5.65% [1] Company Performance - NetEase reported strong performance, with a net revenue of approximately 112.63 billion yuan, a year-on-year increase of 6.96%, and a net profit of approximately 33.76 billion yuan, up 13.68% [2] - NetEase Cloud Music saw a significant profit increase of 75.4%, with a revenue of 7.76 billion yuan and a profit of 2.75 billion yuan, confirming a turning point in performance [2] Industry Trends - The hard technology and manufacturing sectors showed signs of recovery, with Qiu Tai Technology reporting a 22.8% year-on-year increase in camera module sales and an 18.4% increase in fingerprint recognition module sales, driven by demand in IoT and smart automotive sectors [3] - The renewable energy sector also saw growth, with China Resources Power reporting a 28.4% year-on-year increase in electricity sales, and solar power sales soaring by 72.3% [3] Biopharmaceutical Sector - The biopharmaceutical sector experienced significant positive developments, with Rebio Biotech announcing a global exclusive licensing agreement worth up to 4.4 billion USD, leading to a substantial increase in stock price [4] - Heng Rui Pharmaceutical's product was included in a breakthrough therapy list, with projected global sales exceeding 6.5 billion USD in 2024 [4] Capital Market Activity - Industrial capital is actively engaging in buybacks to stabilize the market, with Geely Automobile repurchasing shares worth approximately 20.30 million HKD and other companies like Kingsoft and Bai Rong Cloud also participating in buybacks [5] - Huili Group is expected to see a profit increase of over 20 times in 2025, indicating a strong performance reversal [5] Institutional Insights - There is a divergence in institutional views regarding market fluctuations, with some suggesting that the recent pullback is a liquidity shock, while others believe that valuation recovery is nearly complete [6] - Specific sectors like AI computing and surgical robots are highlighted for potential growth, with expectations for high performance in 2025 and 2026 [6]

Company News - Q Technology (01478.HK) reported a total sales volume of camera modules of 44.071 million units in January, representing a year-on-year increase of 22.8%. Fingerprint recognition module sales reached 19.741 million units, up 18.4% year-on-year, driven by increased overseas customer demand and a growing market share in the IoT and smart automotive sectors [2] - China Resources Power (00836.HK) achieved a sales volume of 23.78879 million megawatt-hours in January, a year-on-year increase of 28.4%. The sales from wind power plants increased by 7.2%, while solar power plant sales surged by 72.3% year-on-year [2] - NetEase-S (09999.HK) projected net revenue of approximately 112.626 billion yuan for 2025, a year-on-year growth of 6.96%, with net profit expected to be around 33.76 billion yuan, up 13.68% [2] - NetEase Cloud Music (09899.HK) anticipates revenue of about 7.759 billion yuan in 2025, with an expected profit of approximately 2.746 billion yuan, reflecting a significant year-on-year growth of 75.4%. The gross margin is expected to reach 35.7%, an increase from 33.7% in 2024, attributed to business scale growth, enhanced monetization capabilities, prudent cost management, and operational leverage [2] - Huitian Group (00806.HK) expects to achieve a consolidated profit attributable to shareholders of approximately 660 million HKD for the fiscal year 2025, a substantial increase from 31 million HKD in the previous year [2] Biotech Developments - Reborn Bio-B (06938.HK) entered into an exclusive global licensing agreement with Madrigal for several siRNA assets, receiving an upfront payment of 60 million USD, with potential cumulative payments of up to 4.4 billion USD upon achieving certain development, regulatory, and commercialization milestones, in addition to potential royalties on net sales [3] - Fuhong Hanlin (02696.HK) completed the first patient dosing in a Phase 1b/2 clinical study of HLX43 in combination with HLX07 or Hansizhuang® for patients with advanced or metastatic colorectal cancer in China [3] - Heng Rui Medicine (01276.HK) announced that its injection of Rukang Trastuzumab has been included in the list of breakthrough therapies, with global sales of similar products expected to reach approximately 6.557 billion USD in 2024 [3] - Saint Bella (02508.HK) made significant progress in its global strategic expansion plan, aiming to extend its reach to the eastern United States, the UK, France, Thailand, and Australia [3] - China National Biotech Group (08247.HK) signed a strategic cooperation agreement with Xiaoshou Medical to jointly promote the enhancement of quality medical resources and grassroots medical service capabilities [3] Buyback Activities - Geely Automobile (00175.HK) repurchased 1.201 million shares at a cost of 20.3042 million HKD, with repurchase prices ranging from 16.67 to 17.08 HKD [4] - Bairong Cloud-W (06608.HK) repurchased 1.66 million shares for 18.9051 million HKD, with share prices between 11.11 and 11.43 HKD [5] - Kingsoft (03888.HK) repurchased 355,200 shares at a cost of 9.9963 million HKD, with repurchase prices ranging from 27.9 HKD to 28.2 HKD [5]

Group 1 - Unisplendour plans to raise no more than 5.57 billion yuan through a private placement to acquire a 6.98% stake in H3C and for other projects [1] - Dawi Technology's Zhangbei data center project will not involve computing power leasing and is expected to have minimal revenue contribution in 2025 [2] - Kaixin Network's subsidiary signed a settlement agreement with Legend IP, which is expected to positively impact the company's profit by approximately 200 million yuan [3] Group 2 - Newray plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position [4] - Shangwei New Materials' embodied intelligent robot business is still in the product development stage and has not yet generated revenue [5] - Lanshi Heavy Industry's deputy general manager is under investigation for suspected violations, but the company's operations remain unaffected [6] Group 3 - Tianji Technology is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations, but its operations are normal [8] - Top Group expects a net profit decline of 3% to 13% in 2025, despite revenue growth of 8.08% to 14.10% [9] - Shoulu Hotel's subsidiary plans to invest 281 million yuan in a new hotel property project, expected to enhance its business scale and profitability [10] Group 4 - Pingzhi Information plans to raise no more than 1 billion yuan for the construction of a domestic intelligent computing center [11] - Dongfang Guoxin's Inner Mongolia intelligent computing center project has been partially completed, contributing a small revenue share [12] - Zhongwei Semiconductor intends to allocate 1 billion yuan of surplus fundraising for a new investment project [13] Group 5 - Guolin Technology plans to issue up to 16.5 million shares, which will increase its total share capital to 201 million shares [14] - Dabeinong reported a 22.71% year-on-year increase in pig sales in January [15] - Qiu Tai Technology sold 41.48 million mobile camera modules in January, a 19.5% year-on-year increase [19]

Core Viewpoint - Company reported a mixed performance in camera and fingerprint recognition module sales for January 2026, with overall growth in year-on-year comparisons but a decline in month-on-month figures [1] Camera Module Sales - Camera module sales reached 41.482 million units in January 2026, representing a month-on-month decrease of 3.7% but a year-on-year increase of 19.5% [1] - Total camera module sales amounted to 44.071 million units, showing a month-on-month decline of 4.1% and a year-on-year increase of 22.8% [1] - The year-on-year growth in camera module sales is attributed to increased demand from overseas customers and a rising market share [1] Fingerprint Recognition Module Sales - Fingerprint recognition module sales totaled 19.741 million units, with a month-on-month increase of 10% and a year-on-year increase of 18.4% [1] - The growth in fingerprint recognition module sales is driven by the increasing penetration rate of ultrasonic fingerprint recognition modules and the impact of customer project cycles [1] IoT and Smart Automotive Applications - Sales of camera modules for IoT and smart automotive applications showed significant year-on-year growth, indicating a positive trend in these sectors [1]

Core Viewpoint - Company reported a mixed performance in camera and fingerprint recognition module sales, with overall growth in year-on-year comparisons but a decline in month-on-month figures [1] Camera Module Sales - In January 2026, the sales volume of mobile camera modules reached 41.482 million units, representing a month-on-month decrease of 3.7% but a year-on-year increase of 19.5% [1] - Total sales of camera modules amounted to 44.071 million units, showing a month-on-month decline of 4.1% and a year-on-year increase of 22.8% [1] - The year-on-year growth in camera module sales is attributed to increased demand from overseas customers and a continuous rise in market share [1] - Sales of camera modules for IoT and smart automotive applications saw significant year-on-year growth [1] Fingerprint Recognition Module Sales - The total sales volume of fingerprint recognition modules reached 19.741 million units, with a month-on-month increase of 10% and a year-on-year increase of 18.4% [1] - The growth in fingerprint recognition module sales is primarily due to the increasing penetration rate of ultrasonic fingerprint recognition modules and the impact of customer project cycles [1]