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]

Major Events - Yuan Da Zhu Gong (02163) plans to apply for bankruptcy reorganization at Changsha Intermediate People's Court [1] - Yi Li Holdings (00076) subsidiary intends to issue blockchain vouchers V76, redeemable for bulk commodities on the platform [1] - Peijia Medical-B (09996): National Medical Products Administration accepts registration application for GeminiOne® transcatheter edge-to-edge repair system [1] - Paggen Biopharmaceutical-B (02565) proposes to grant exclusive license for VISEPEGENATIDE (PB-119) in the Middle East and Africa [1] - Beijing Enterprises Environment Group (00154) bids for Hong Kong I·PARK 2 project [1] - Fangda Holdings (01521) plans to acquire Shanghai Guanhua Medical Technology Co., Ltd. for 270 million yuan to enhance global laboratory service capabilities [1] - Lianzhong (06899) focuses on female user value, driving new entertainment through content [1] - Global New Materials International (06616) increases stake in CQV to 50.75%, strengthening global business collaboration [1] - Qianxin Biotechnology-B (02509): Qianxin's industrialization base successfully passes EU QP audit [1] - China Energy Construction (03996) subsidiary signs three new energy general contracting agreements, totaling approximately 19.554 billion yuan [1] - Yongyi International (01218) plans to sell all issued shares of Zhuoyi to Gaoshan (00616) [1] - Bohai Bank (09668) plans to list high capital-occupying debt assets for sale, with an initial pricing of no less than 48.883 billion yuan [1] - Chuangsheng Holdings (02680) plans to receive a premium of about 6% for full acquisition offer, resuming trading on October 13 [1] - Kelun-Botai Biopharmaceutical (06990): Core product TROP2ADC, Lukan-Satuzi (SAC-TMT) approved by National Medical Products Administration for third indication, treating EGFR mutation non-small cell lung cancer after EGFR-TKI progression [1] Operating Performance - Zhaojin Mining (01818) reports net profit of approximately 2.117 billion yuan for the first three quarters, a year-on-year increase of 140.43% [2] - Sunny Optical Technology (02382): September mobile phone camera module shipments reach 48.524 million units, a month-on-month increase of 15.3% and a year-on-year increase of 32% [2] - Yuexiu Property (00123) reports cumulative contract sales of approximately 79.812 billion yuan for the first nine months, a year-on-year increase of about 2.8% [2] - Qiu Tai Technology (01478) reports September camera module sales of 46.654 million units, a month-on-month decrease of 7.6% but a year-on-year increase of 45.1% [2]

Core Insights - The company reported a total sales volume of 46.654 million camera modules in September 2025, representing a quarter-over-quarter decrease of 7.6% but a year-over-year increase of 45.1% [1] - The sales volume of fingerprint recognition modules reached 19.034 million units, showing a quarter-over-quarter increase of 0.6% and a year-over-year increase of 42.3% [1] Camera Module Sales - The significant year-over-year growth in camera module sales is attributed to the company's increased market share in mobile camera modules and substantial growth in sales for IoT and smart automotive applications [1] Fingerprint Recognition Module Sales - The year-over-year increase in fingerprint recognition module sales is primarily due to the company's enhanced market share in this segment, with a notable rise in sales of ultrasonic fingerprint recognition modules [1]

Core Viewpoint - QiuTai Technology reported a decline in mobile camera module sales in September, indicating potential challenges in the market despite year-on-year growth [1] Group 1: Sales Performance - The sales volume of mobile camera modules in September was 43.603 million units, representing a month-on-month decrease of 8.9% [1] - Year-on-year, the sales volume increased by 40.5%, suggesting strong demand compared to the same period last year [1]

格隆汇10月10日丨丘钛科技(01478.HK)披露2025年9月主营产品销售数据，当月摄像头模组销售合计 4665.4万件，同比增加45.1%；当月指纹识别模组销售数量合计1903.4万件，同比增长42.3%。 摄像头模组产品销售数量同比明显增长，主要是由于集团于手机摄像头模组业务的市场份额上升，以及 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 量同比增长主要是由于集团于指纹识别模组业务的市场份额上升，超声波指纹识别模组销售数量同比大 幅增长。 ...

Core Insights - The company reported a total sales volume of camera modules reaching 46.654 million units in September 2025, reflecting a quarter-over-quarter decrease of 7.6% but a year-over-year increase of 45.1% [1] - The sales volume of fingerprint recognition modules totaled 19.034 million units, showing a quarter-over-quarter increase of 0.6% and a year-over-year increase of 42.3% [1] Camera Modules - The significant year-over-year growth in camera module sales is attributed to the company's increased market share in mobile camera modules and substantial growth in sales for IoT and smart automotive applications [1] Fingerprint Recognition Modules - The year-over-year increase in fingerprint recognition module sales is primarily due to the company's enhanced market share in this segment, with a notable rise in sales of ultrasonic fingerprint recognition modules [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 年九月主營產品銷售數量詳細如下： 二、印度丘鈦主營產品銷售數量（附註） | | 2025年9月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | （%） | （%） | | 攝像頭模組銷售數量合計 | 6,606 | 47.8 | 17.6 | | 指紋識別模組銷售數量合計 ...

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。 ...

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 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: 2025年10月2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 | ...