Core Viewpoint - Q Technology (01478) reported a significant increase in camera module sales, driven by market share growth in mobile camera modules and strong demand in IoT and smart automotive sectors [1] Camera Module Sales - Total camera module sales reached 47.416 million units in October 2025, representing a quarter-on-quarter increase of 1.6% and a year-on-year increase of 20.4% [1] - The growth in camera module sales is attributed to the company's rising market share in mobile camera modules and substantial year-on-year growth in sales for IoT and smart automotive applications [1] Fingerprint Recognition Module Sales - Total fingerprint recognition module sales amounted to 18.413 million units, showing a quarter-on-quarter decrease of 3.3% but a year-on-year increase of 19.2% [1] - The year-on-year growth in fingerprint recognition module sales is due to the company's increased market share, particularly in ultrasonic fingerprint recognition modules, while the quarter-on-quarter decline is linked to customer project cycle impacts [1]

Core Viewpoint - Q Technology (01478.HK) reported a significant increase in sales for its main products in October 2025, indicating strong market performance in both camera and fingerprint recognition modules [1] Sales Performance - In October 2025, total sales of camera modules reached 47.416 million units, representing a year-on-year increase of 20.4% [1] - Sales of fingerprint recognition modules totaled 18.413 million units, showing a year-on-year growth of 19.2% [1] Market Share and Growth Drivers - The growth in camera module sales is attributed to an increase in market share within the smartphone camera module sector, as well as substantial growth in sales for IoT and smart automotive applications [1] - The rise in fingerprint recognition module sales is primarily due to an increase in market share, particularly in ultrasonic fingerprint recognition modules, despite a decrease in sales compared to the previous month due to client project cycle impacts [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） （股份代號：1478） 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。 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（附註） | | 2025年10月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | （%） | （%） | | 手機攝像頭模組 | 44,050 | 1.0 | 15.2 | | –其中3,200萬像素以下攝像頭 ...

丘鈦科技(集團)有限公 司 （於開曼群島註冊成立的有限公司） （股份代號：1478） 更新持續關連交易 更新持續關連交易 茲提述該等公告，內容有關（其中包括）本集團訂立之現行持續關連交易協議 及其項下擬進行之交易。 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 根據本公司所得之最新資料，包括本集團對河源友華及黃石西普電子分別供 應之音圈馬達及印刷電路板之預期需求，及廈門眾惠對本集團供應之自動化 設備及軟件之預期需求，預期現行河源友華採購協議、現行黃石西普電子採 購協議及現行廈門眾惠供貨協議項下擬進行之交易於截至二零二六年十二月 三十一日止兩個年度之現有年度上限將不足以應付所需。而本集團亦預期將 於截至二零二七年十二月三十一日止三個年度繼續開展現行持續關連交易協 議項下擬進行之持續關連交易。 於二零二五年十一月十日，本公司訂立持續關連交易協議，以更新及取代現 行持續關連交易協議 ...

Group 1 - Apple concept stocks in Hong Kong continue to decline, with notable drops including: Q Technology down nearly 5%, VST Holdings and Sunny Optical down 3.6%, and FIH Mobile down 3.3% [1] - Other companies such as AAC Technologies, BYD Electronics, and Hon Teng Precision also saw declines of nearly 3%, while Lens Technology dropped nearly 2% [1] - The decline in stock prices is attributed to the delay in the launch of Apple's AI feature "Apple Intelligence," originally planned for mid-2025 in the Chinese market [1] Group 2 - Apple's third-quarter financial report revealed a 3.6% year-on-year decline in sales from the Greater China region, which did not meet analysts' expectations of accelerating growth from over 4% in the second quarter to 9.3% [1]

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling 0.79% to 25,952.4 points, and the Hang Seng Technology Index dropping 1.76% to 5,818.29 points, amid a total trading volume of HKD 239.99 billion [1] - Dongwu Securities indicated that the Hong Kong market is entering an adjustment phase towards the end of the year, although it remains in a medium to long-term upward trend [1] Blue-Chip Stocks Performance - Baidu Group (09888) rose 2.87% to HKD 121.9, contributing 6.83 points to the Hang Seng Index, with weekly orders for its service exceeding 250,000 [2] - Other notable blue-chip movements included Kang Shifu Holdings (00322) up 3.27%, and China Merchants Bank (03968) up 2.37%, while Zijin Mining (02899) fell 5.36% [2] Sector Performance - The technology sector saw most large-cap stocks decline, with Alibaba down 2.57% and Tencent slightly up by 0.16%, while Baidu gained nearly 3% [3] - The cryptocurrency sector faced significant pressure, with major declines in related stocks, and Bitcoin prices dropping below USD 105,000 [4] - Apple-related stocks generally fell, with notable declines in companies like Q Technology (01478) and BYD Electronics (00285) [4][5] Lithium Sector - Lithium stocks continued to decline, with Ganfeng Lithium (01772) down 5.85% and Tianqi Lithium (09696) down 4.68% [6] - The price of lithium carbonate futures fell over 4%, with market speculation surrounding the production timeline of CATL's projects [7] Notable Stock Movements - Aide New Energy (02623) surged 290% after announcing a major share sale [8] - Yum China (09987) rose 3.83% ahead of its upcoming financial results [8] - Sanhua Intelligent Controls (02050) fell 6.4% after a downgrade by Goldman Sachs, citing overly optimistic market expectations for its humanoid robot business [9]

Market Performance - The Hang Seng Index increased by 0.20% at midday on November 4 [1] - The Hang Seng Tech Index decreased by 0.20% [1] Sector Performance - Gold stocks experienced a widespread decline, with Lingbao Gold falling over 5%, Shandong Gold and Zijin Mining both dropping more than 4% [1] - The Apple supply chain saw significant losses, with Cowin Technology down nearly 9%, Hon Teng Precision down 6%, and FIH Mobile down nearly 5% [1]

Core Viewpoint - The Hong Kong stock market saw a decline in Apple-related stocks, with significant drops in share prices for several companies [1] Group 1: Company Performance - Hillstone Technology (丘钛科技) experienced a drop of 8.56%, with shares priced at 12.93 HKD [1] - Hong Teng Precision (鸿腾精密) fell by 6.53%, with shares trading at 5.3 HKD [1] - FIH Mobile (富智康集团) saw a decrease of 4.54%, with shares at 17.87 HKD [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 公司名稱: 丘鈦科技（集團）有限公司 呈交日期: 2025年11月3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 | 本月底法定/註冊股本總額： HKD 500,000,000 FF301 第 1 ...

Core Insights - The article highlights the net inflow and outflow of funds for various companies in the Hong Kong stock market, indicating significant movements in investor sentiment and market dynamics [1][2][3] Net Inflow Summary - The top three companies with the highest net inflow of funds are Huahong Semiconductor (华虹半导体) with 388 million, Pop Mart (泡泡玛特) with 320 million, and Qingdao Beer (青岛啤酒股份) with 305 million [1][2] - The net inflow percentages for these companies are 8.15%, 7.92%, and 58.54% respectively, indicating strong investor interest, particularly in Qingdao Beer [2][3] Net Outflow Summary - The companies with the highest net outflow of funds include Alibaba-W (阿里巴巴-W) with -523 million, Southern Hang Seng Technology (南方恒生科技) with -429 million, and Tencent Holdings (腾讯控股) with -355 million [1][2] - The net outflow percentages for these companies are -3.89%, -4.86%, and -3.36% respectively, reflecting a negative sentiment among investors towards these stocks [2][3] Net Inflow Ratio Summary - The companies with the highest net inflow ratios are Shenzhen Expressway (深圳高速公路股份) at 68.48%, Anhui Wanshan Expressway (安徽皖通高速公路) at 64.22%, and Legend Holdings (联想控股) at 59.98% [1][3] - These ratios suggest a strong demand for shares in these companies relative to their trading volume [3] Net Outflow Ratio Summary - The companies with the highest net outflow ratios are Huadian International Power (华电国际电力股份) at -62.31%, CIMC Enric (中集安瑞科) at -54.98%, and Connoisseur-B (康诺亚-B) at -52.78% [1][3] - These figures indicate significant selling pressure and a lack of confidence among investors in these stocks [3]