Market Performance - The Hong Kong stock market indices experienced significant gains, with the Hang Seng Tech Index rising by 2.24%, reaching a new high for the period [1] - In September, the Hang Seng Tech Index accumulated a nearly 14% increase, while the Hang Seng Index and the National Enterprises Index rose by 7.09% and 6.79%, respectively [1][2] Sector Highlights - Major technology stocks saw collective gains, with Kuaishou leading with a rise of over 7%, followed by Alibaba and NetEase with increases of 2% [2][4] - Semiconductor stocks remained strong, with Huahong Semiconductor surging nearly 11% to set a new high [2][8] - Apple-related stocks also saw gains as Apple reportedly notified its supply chain to increase production capacity [2][9] Gold and Copper Stocks - Gold stocks rallied, with Zijin Mining International soaring over 68%, and other gold-related companies also showing strong performance [6] - Copper stocks followed suit, with China Molybdenum rising by 11.84% and Jiangxi Copper gaining over 8% [7] Biopharmaceutical Sector - The biopharmaceutical sector showed positive movement, with WuXi AppTec increasing by over 8% and other companies like Zai Lab and BeiGene also experiencing gains [12][13] Airline Industry - Airline stocks generally rose, with China Eastern Airlines up by 6.73% and both China Southern Airlines and Air China increasing by over 4% [11] - Citic Securities noted strong demand for air travel during the upcoming holidays, suggesting potential for positive performance in the sector [11] Oil and Gas Sector - Oil stocks collectively declined, with China Petroleum falling by 2.75% and other major oil companies also experiencing losses [14] - Reports indicated that OPEC+ plans to increase oil production in November, contributing to the downward pressure on oil prices [14] Gaming and Telecom Stocks - Casino and gaming stocks mostly fell, with Sands China down by 2.25% and other major gaming companies following suit [15] - Telecom stocks also saw declines, with China Telecom and China Mobile both experiencing slight drops [17] Capital Inflows - Southbound capital saw a net inflow of HKD 15.48 billion, indicating strong investor interest in the Hong Kong market [19] Future Outlook - Everbright Securities highlighted the strong overall profitability of Hong Kong stocks, particularly in sectors like internet, new consumption, and innovative pharmaceuticals, suggesting that despite recent gains, valuations remain low and long-term investment potential is high [19]

每经AI快讯，9月30日，港股苹果概念股午后涨幅扩大，截至发稿，丘钛科技(01478.HK)涨7.11%，报 16.73港元；舜宇光学(02382.HK)涨4.61%，报89.6港元；鸿腾精密(06088.HK)涨4.2%，报6.45港元；瑞 声科技(02018.HK)涨2.56%，报45.64港元。 ...

Group 1 - The core point of the news is that Q Tech has completed the sale of 51.08% of its stake in Kunshan Q Tech Microelectronics (India) Private Limited for 5.53 billion Indian Rupees (approximately 450 million RMB) [1][3] - After the transaction, Q Tech retains 48.92% of the stake in the Indian subsidiary, which will no longer be consolidated into the company's financial statements, indicating a strategic adjustment to optimize overseas asset structure and focus on core business operations [3] - In the first half of 2025, Q Tech reported strong performance with revenue of 8.83 billion RMB, exceeding market expectations of 8.44 billion RMB, and a net profit of 308.4 million RMB, driven by market demand recovery and continuous product structure optimization [3] Group 2 - Sales data for August 2025 shows that Q Tech's camera module sales reached 47.08 million units, a month-on-month increase of 18.4% and a year-on-year increase of 44.3%, while fingerprint recognition module sales were 20.59 million units, with a month-on-month increase of 43% and a year-on-year increase of 27.8% [3] - The significant increase in camera module sales is attributed to Q Tech's expanded market share in mobile camera modules and a substantial rise in demand for camera modules used in IoT and smart automotive applications [3] - Market analysis suggests that with the deepening trend of multi-camera smartphones, upgrades in smart automotive vision systems, and the proliferation of IoT devices, Q Tech's comprehensive competitiveness in the optical module field is expected to continue to be released [4]

Core Viewpoint - Q Tech has completed the sale of 51.08% stake in Kunshan Q Tech Microelectronics (India) Private Limited, resulting in the company holding a 48.92% stake post-transaction, and the Indian subsidiary will no longer be consolidated in the company's financial statements [1] Group 1 - The transaction was finalized on September 26, 2025, according to the share subscription and purchase agreement [1] - Post-completion, Kunshan Q Tech Microelectronics (India) will not be considered a subsidiary of the company [1]

于完成后，集团持有印度丘钛48.92%股权，印度丘钛不再作为公司的附属公司合并入账。 丘钛科技(01478)发布公告，有关公司出售Kunshan Q Tech Microelectronics(India)Private Limited(印度丘 钛)51.08%股权，交易已根据股份认购及购买协议于2025年9月26日完成。 ...

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 完成出售印度丘鈦之51.08%股權及 提供財務資助 茲提述丘鈦科技（集團）有限公司（「本公司」）日期為二零二五年七月十五日、二 零二五年八月七日及二零二五年九月十七日之公告（合稱「該等公告」），內容有 關本公司出售Kunshan Q Tech Microelectronics (India) Private Limited（「印度丘 鈦」）51.08%股權之須予披露交易。除另有指明者外，本公告所用詞彙與該等公 告所界定者具有相同涵義。 董事會欣然宣佈，交易已根據股份認購及購買協議於二零二五年九月二十六日 完成。 於完成後，本集團持有印度丘鈦48.92%股權，印度丘鈦不再作為本公司之附屬 公司合併入賬。 承董事會命 丘鈦科技（集團）有限公司 丘鈦科技(集團)有限公 司 主席兼執行董事 何寧寧 香港，二零二五年九月二十六日 （於開曼群 ...

Group 1 - Apple concept stocks saw gains in late trading, with notable increases in shares of companies such as Q Technology (up 5.16% to HKD 16.11), Lens Technology (up 4.12% to HKD 30.34), and Sunny Optical (up 1.36% to HKD 86) [1] - Reports indicate that the iPhone 17 standard and Pro Max models are receiving strong demand, with some delivery times extending beyond the pre-order period, suggesting higher-than-expected interest in the standard iPhone 17 [1] - JPMorgan has raised its shipment and profit forecasts for Apple over the next two years, adjusting its target price for Apple to USD 280 based on early signs that the new models may perform better than previously anticipated [1] Group 2 - OpenAI has reportedly signed agreements with Luxshare Precision and other companies to develop a consumer-grade device, indicating collaboration with the domestic supply chain [1] - Analysts from Jefferies noted that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, highlighting the strategic choice to partner with Apple’s supply chain companies [1] - The collaboration with OpenAI is expected to provide new growth momentum for existing Apple supply chain companies, given that key members of OpenAI's device team have backgrounds at Apple [1]

Group 1 - Hong Kong's Apple concept stocks experienced a rebound on September 24, with notable increases in share prices [2] - Qiu Tai Technology saw a rise of over 5%, while Lens Technology increased by nearly 4%, and Sunny Optical Technology rose by more than 2% [2]

Group 1 - The Hong Kong stock market saw a collective decline in Apple-related stocks, with notable drops in several companies [1] - Lens Technology experienced a significant drop of 7.01%, closing at a price of 29.180 and a total market capitalization of 154.198 billion [2] - Other companies such as Hon Teng Precision, Sunny Optical Technology, and Q Tech also faced declines of over 3% [1][2] Group 2 - Hon Teng Precision fell by 4.18%, with a latest price of 6.650 and a market cap of 485.61 billion [2] - Sunny Optical Technology decreased by 3.68%, with a latest price of 83.850 and a market cap of 917.99 billion [2] - Q Tech and AAC Technologies saw declines of 3.72% and 3.13% respectively, with market caps of 181.52 billion and 560.89 billion [2]

Core Viewpoint - The Hang Seng Index experienced a decline, closing down 200.96 points or 0.76%, while the Hang Seng China Enterprises Index and the Red Chip Index also fell by 1.07% and 1.49% respectively, indicating a bearish trend in the market [1][2]. Market Performance - The Hang Seng Index closed at 26344.14 points, down 0.76% [2]. - The Hang Seng China Enterprises Index closed at 9370.73 points, down 1.07% [2]. - The Red Chip Index closed at 4064.4 points, down 1.49% [2]. Capital Flow - There was a net inflow of southbound funds amounting to 12.736 billion Hong Kong dollars on the same day [1]. Stock Performance - Apple-related stocks saw significant gains, with Cowell Technology and AAC Technologies both rising approximately 10%, and Sunny Optical Technology increasing by about 7% [1]. - BYD Company Limited saw a decline of 3.35% [1].