Group 1 - The mobile industry chain is experiencing a significant decline, with multiple companies reporting substantial stock price drops [1] - Q Technology (01478.HK) has seen a decrease of 7.12%, trading at 9.91 HKD [1] - GoerTek (01415.HK) has dropped by 4.8%, now priced at 27.36 HKD [1] - Hon Teng (06088.HK) has fallen by 4.64%, currently at 4.93 HKD [1] - BYD Electronics (00285.HK) has decreased by 3.24%, trading at 32.9 HKD [1]

Core Viewpoint - The mobile industry chain is experiencing a significant downturn, with major companies like Q Technology, GoerTek, and BYD Electronics seeing substantial stock price declines due to a recent halt in storage chip procurement by several smartphone manufacturers [1] Group 1: Market Performance - Q Technology (01478) shares fell by 7.12%, trading at HKD 9.91 [1] - GoerTek (01415) shares decreased by 4.8%, trading at HKD 27.36 [1] - Hong Teng Precision (06088) shares dropped by 4.64%, trading at HKD 4.93 [1] - BYD Electronics (00285) shares declined by 3.24%, trading at HKD 32.9 [1] Group 2: Supply Chain Dynamics - Since the second half of 2025, the global storage chip industry has entered a rare uptrend, leading to increased costs for complete devices [1] - Major smartphone manufacturers like OPPO and vivo have low inventory levels, with some DRAM stocks below three weeks, causing hesitation in accepting price increases of nearly 50% from suppliers [1] Group 3: Forecast Adjustments - TrendForce has revised down its production shipment forecasts for global smartphones and laptops for 2026, from a growth of 0.1% and 1.7% to declines of 2% and 2.4%, respectively [1] - There is a risk of further downward adjustments in production forecasts if the imbalance in storage supply and demand worsens or if the increase in terminal prices exceeds expectations [1]

Core Viewpoint - The mobile industry chain is experiencing a significant downturn, with major companies like Q Technology, GoerTek, Hongteng Precision, and BYD Electronics seeing substantial stock price declines due to a recent halt in storage chip procurement by several smartphone manufacturers [1] Industry Summary - Since the second half of 2025, the global memory chip industry has entered a rare uptrend, leading to increased costs for complete devices and potential price hikes for end products [1] - TrendForce has downgraded the production shipment forecasts for global smartphones and laptops for 2026, from a growth of 0.1% and 1.7% to declines of 2% and 2.4%, respectively [1] - There is a risk of further downgrades in production shipment forecasts if the imbalance in supply and demand for memory chips worsens or if the price increases for end products exceed expectations [1]

Core Viewpoint - The Hong Kong stock market saw a decline in Apple-related stocks, with significant drops in several key companies [1] Group 1: Stock Performance - Hong Teng Precision fell nearly 5%, closing at 5.100 with a market capitalization of 372.49 million and a year-to-date increase of 39.73% [2] - Q Technology dropped 3.72%, with a latest price of 10.600 and a total market value of 12.609 billion, reflecting a year-to-date increase of 70.14% [2] - Lens Technology decreased by 3.16%, priced at 24.540 and a market cap of 129.677 billion, with a year-to-date rise of 35.80% [2] - Tongda Group fell 3.05%, trading at 4.450 with a market capitalization of 866 million, showing a year-to-date increase of 9.88% [2] - Sunny Optical Technology declined by 2.90%, with a latest price of 67.050 and a market cap of 73.407 billion, down 1.86% year-to-date [2] - BYD Electronics saw a drop of 2.37%, priced at 33.800 and a market value of 76.158 billion, reflecting an 18.42% decrease year-to-date [2] Group 2: Other Notable Stocks - FIH Mobile experienced a slight decline of 0.86%, with a price of 18.470 and a market cap of 14.465 billion, showing a year-to-date increase of 100.76% [2] - East China Group Holdings fell by 0.79%, trading at 2.500 with a market capitalization of 2.083 billion, reflecting a year-to-date rise of 16.88% [2] - Gao Wei Electronics decreased by 0.48%, priced at 28.840 and a market cap of 25.035 billion, with a year-to-date increase of 1.91% [2] - VST Holdings saw a minor drop of 0.34%, trading at 8.680 with a market value of 12.411 billion, reflecting a year-to-date increase of 75.60% [2]

Core Insights - The core viewpoint of the article highlights the sales performance of Q Technology in October 2025, showcasing significant growth in both camera and fingerprint recognition module sales [1] Sales Performance - Camera module sales reached 47.416 million units, representing a month-on-month increase of 1.6% and a year-on-year increase of 20.4% [1] - Fingerprint recognition module sales totaled 18.413 million units, with a year-on-year growth of 19.2% [1] Market Drivers - The year-on-year growth in camera module sales is attributed to an increase in market share within the smartphone camera module sector, as well as substantial sales growth in the IoT and smart automotive fields [1] - The year-on-year increase in fingerprint recognition module sales is primarily due to market share gains and significant growth in ultrasonic fingerprint recognition module sales; however, there was a month-on-month decline influenced by customer project cycles [1]

Core Insights - Hillstone Technology (01478) reported a total sales volume of camera modules reaching 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 sales volume of fingerprint recognition modules totaled 18.413 million units, showing a quarter-on-quarter decrease of 3.3% but a year-on-year increase of 19.2% [1] Camera Modules - The year-on-year growth in camera module sales is attributed to an increase in market share within the smartphone camera module business and significant growth in sales for IoT and smart automotive applications [1] Fingerprint Recognition Modules - The year-on-year increase in fingerprint recognition module sales is due to an increase in market share, particularly in ultrasonic fingerprint recognition modules, while the quarter-on-quarter decrease is influenced by customer project cycle impacts [1]

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 ...