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]

Core Viewpoint - Q Technology (01478.HK) reported significant year-on-year growth in sales of its main products for September 2025, indicating a strong market position and demand in the camera and fingerprint recognition module sectors [1] Sales Data Summary - In September 2025, the total sales of camera modules reached 46.654 million units, representing a year-on-year increase of 45.1% [1] - The sales of fingerprint recognition modules totaled 19.034 million units, showing a year-on-year growth of 42.3% [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 business, as well as significant sales growth in the IoT and smart automotive sectors [1] - The rise in fingerprint recognition module sales is primarily due to an increase in market share, particularly in the ultrasonic fingerprint recognition module segment [1]

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 | ...

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]

Core Viewpoint - The Hong Kong stock market saw a significant increase in Apple-related stocks on September 30, with notable gains among several companies [1] Company Summaries - Hillstone Technology (丘钛科技) experienced a rise of 7.11%, reaching HKD 16.73 [1] - Sunny Optical Technology (舜宇光学) increased by 4.61%, trading at HKD 89.6 [1] - Hon Teng Precision (鸿腾精密) rose by 4.2%, with a price of HKD 6.45 [1] - AAC Technologies (瑞声科技) saw an increase of 2.56%, priced at HKD 45.64 [1]

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]