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） 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。除另有指明者外，本公告所採用之產品銷售數量統計口徑與本 公司日期為二零二五年十一月十一日之公告一致。 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 年十二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 | | 2025年12月 | 環比變化 | 同比變化 | | --- | --- | --- | --- | | 產品類別 | （千件） | （%） | （%） | | 手機攝像頭模組 | 43,08 ...

Group 1 - The mobile industry chain is experiencing a significant decline, with major companies like Highgreat Electronics, BYD Electronics, Lens Technology, and Q Tech all reporting stock price drops ranging from 1.95% to 3.8% [1] - The global DRAM market is undergoing a substantial price increase, described as the "strongest" in history, with prices rising rapidly since July 2025, and most categories seeing increases of over 100% [1] - DDR4 and DDR5 memory prices have surged by 2-3 times within the year, and the price increase trend is expected to accelerate into 2026 [1] Group 2 - Citic Securities indicates that manufacturers are raising prices or reducing product configurations, reflecting the significant cost pressure from rising memory prices being passed on to end consumers, which may lead to a temporary decline in consumer electronics sales [2] - Despite the impact of rising storage prices on the consumer electronics sector, there is an expectation of low fundamental performance in 2026, but the acceleration of AI innovation trends in 2026-2027 is anticipated, with major companies like Apple, Google, and OAI focusing on AI terminal entry to create a closed loop of computing power, terminals, and applications [2]

Group 1 - The mobile industry chain is experiencing a decline, with notable drops in stock prices for companies such as Highgreat Electronics (-3.8%), BYD Electronics (-3%), Lens Technology (-2.66%), and Q Tech (-1.95%) [1] - The global DRAM market is undergoing a significant price increase, described as the "strongest" price surge in history, with prices rising over 100% for most categories since July 2025 [1] - DDR4 and DDR5 memory prices have increased by 2-3 times within the year, and the price escalation is expected to accelerate into 2026 [1] Group 2 - Major manufacturers are raising prices or reducing product configurations, indicating that the cost pressure from rising memory prices is being transmitted to end consumers, leading to a temporary decline in consumer electronics sales [2] - The industry is likely to see a concentration of resources and pricing power among leading brands with scale and supply chain advantages [2] - Despite the low expectations for the consumer electronics sector due to memory price increases, there is a clear trend of accelerated innovation in AI from major companies like Apple, Google, and OAI, aiming to create a closed loop of computing power, terminals, and applications in 2026-2027 [2]

Group 1 - The Hong Kong stock market for Apple-related stocks experienced a downward trend, with significant declines observed in several companies [1] - Highwei Electronics (01415.HK) fell over 3%, while Sunny Optical Technology (02382.HK) and AAC Technologies (02018.HK) dropped more than 2% [1] - Additionally, Q Tech (01478.HK) and BYD Electronics (00285.HK) saw declines of over 1% [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 截至月份: 2025年12月31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: 2026年1月5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 | ...

Group 1 - The mobile industry chain is experiencing an upward trend despite market conditions, with companies like Q Technology (01478) rising by 1.54% to HKD 8.58, AAC Technologies (02018) increasing by 1.38% to HKD 39.76, and GoerTek (01415) up by 1.03% to HKD 27.36 [1] - A new subsidy policy for personal consumers will be implemented in 2026, providing a 15% subsidy on the sales price for mobile phones, tablets, smartwatches, and smart glasses, with a maximum subsidy of HKD 500 per item for each consumer [1] - Daitong Securities reports that future growth in the mobile market will increasingly depend on breakthrough technological innovations and effective market stimulus policies [1] Group 2 - Huashan Securities indicates that AI smartphones are reshaping the industry, with moderate overall market growth expected by 2025, shifting the competitive focus towards edge AI capabilities [1] - The evolution of mobile operating systems is moving from "application launcher" to "system-level intelligent agents," with innovative products like Doubao smartphones attempting to achieve AI integration and cross-application operations [1] - Both Apple and Android flagship chips are continuously enhancing NPU computing power, driving the popularization and experience upgrade of edge AI [1]

Group 1 - The mobile industry chain is experiencing an upward trend, with companies like Q Technology (01478) up by 1.54% to HKD 8.58, AAC Technologies (02018) up by 1.38% to HKD 39.76, and GoerTek (01415) up by 1.03% to HKD 27.36 [1] - A new subsidy policy for personal consumers will be effective until 2026, providing a 15% subsidy on the sales price for mobile phones, tablets, smartwatches, and smart glasses, with a maximum subsidy of HKD 500 per item [1] - Daitong Securities reports that future growth in the mobile market will increasingly depend on breakthrough technological innovations and effective market stimulus policies [1] Group 2 - Huashan Securities indicates that AI smartphones are reshaping the industry, with moderate overall market growth expected by 2025, and the focus of competition shifting towards edge AI capabilities [1] - The evolution of mobile operating systems is transitioning from "application launchers" to "system-level intelligent agents," with innovative products like Doubao smartphones attempting to integrate foundational AI and cross-application operations [1] - Both Apple and Android flagship chips are continuously enhancing NPU computing power, driving the popularization and upgrade of edge AI experiences [1]

Group 1 - The core viewpoint of the news is that Kunshan Qutai Microelectronics Technology Co., Ltd. has obtained a patent for a "driving component, anti-shake mechanism, and camera module," indicating advancements in camera module technology [1] - The patent includes a driving component with a first magnetic array and a first coil array designed to enhance anti-shake capabilities while maintaining a compact size [1] - The company was established in 2007 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices, with a registered capital of 288,758.8 million RMB [2] Group 2 - Kunshan Qutai Microelectronics has invested in 5 companies and participated in 37 bidding projects, showcasing its active role in the industry [2] - The company holds 795 patents and has 6 trademark registrations, indicating a strong focus on innovation and intellectual property [2] - Additionally, the company possesses 43 administrative licenses, reflecting its compliance and operational capabilities within the industry [2]

Core Viewpoint - The report from Everbright Securities indicates that the Hong Kong stock market is expected to experience a "Davis Double Play" in 2026, driven by valuation recovery, profit growth, and a return to main themes, particularly in the TMT sector [1] Group 1: Investment Strategy - The report establishes a framework of "Four AI Main Lines" to help investors navigate opportunities in the Hong Kong tech sector during the AI era [1] - It suggests a strategic investment rhythm of "computing power foundation → application blossoming → terminal and robotics realization" to select leading companies under each main line [1] Group 2: Main Line One - Internet Giants - AI is driving internet giants to shift from traffic competition to ecosystem capability competition, with cloud business capital expenditure doubling and advertising click-through rates increasing by 15%-20% due to AI [2] - Key investment focuses include Tencent Holdings, Alibaba-W, and Kuaishou, which are positioned to leverage AI for ecosystem development [2] Group 3: Main Line Two - AI Computing Power Industry Chain - Leading companies continue to exceed earnings expectations, with strong capital expenditure from cloud vendors and tight chip supply countering "bubble theories" [3] - The report identifies three areas of certainty: communication networking benefiting from global tech upgrades, semiconductor manufacturing for domestic substitution, and key equipment and materials for computing power upgrades [3] Group 4: Main Line Three - AI Applications - AI application investments are entering a phase where performance is critical, with clear signals of commercialization acceleration in SaaS, content ecosystems, and advertising [4] - The evolution of enterprise tools into "intelligent agents" is driving ARPU growth, while programmatic advertising is beginning to release profits [4] Group 5: Main Line Four - AI Hardware and Robotics - 2026 is projected to be a pivotal year for AI-defined hardware and the mass production of robots [5] - Major hardware manufacturers like Apple and Xiaomi are enhancing AI capabilities, while global tech giants are entering hardware sectors, revealing investment opportunities across the robotics supply chain [5] Group 6: Specific Investment Targets - Sunny Optical Technology: A global leader in mobile and automotive optics, with growth driven by increased project shares and rapid growth in automotive lenses/modules [6] - Lenovo Group: Holds the largest share in AIPC, with valuation catalysts pending from server business profitability and AIPC demand [6] - AAC Technologies: A platform company in acoustics, optics, and motors, with growth linked to A customer strategies and AI edge [7] - BYD Electronics: A leader in precision manufacturing, with growth contingent on Apple business performance and new automotive products [7] - Xiaomi Group: The "people-car-home + AI" strategy opens long-term growth potential, though short-term challenges exist [7]

Summary of Qiaotai Technology Conference Call Company Overview - **Company**: Qiaotai Technology (丘钛科技) - **Industry**: Camera module and fingerprint recognition technology Key Points Camera Module Business - Significant growth in camera module business, especially in modules below 32 million pixels, benefiting from collaboration with Korean clients, becoming their largest supplier [2][3] - Total shipment of mobile camera modules from January to November 2025 was approximately 390 million units, showing slight growth compared to the previous year despite a 14.8% decline in the first half [3] - Non-mobile camera module shipments exceeded 300 million units monthly since August 2025, with a record high of 3.7 million units in November, achieving a 111% year-on-year growth from January to November [7] Fingerprint Recognition Modules - Shipment of fingerprint recognition modules reached 184 million units from January to November 2025, a year-on-year increase of 31.3% [4] - The share of ultrasonic fingerprint recognition modules increased to over 30%, with monthly shipments exceeding 5 million units since August [6] Financial Performance - Third-quarter financial data met expectations, with the Indian subsidiary no longer consolidated, resulting in a one-time gain [5][11] - Despite stock price volatility, the company remains focused on long-term value creation [11] Vertical Integration and Strategic Developments - New Giant Technology (新巨科技) achieved breakthroughs in IoT business, receiving project certifications from core North American clients [10] - The acquisition of TDK's global motor business is expected to complete in Q1 2026, reflecting increased demand for high-end products [10] - The company plans to enhance its manufacturing capabilities domestically, leveraging precision manufacturing advantages [10] Automotive Business - The automotive business showed strong performance in the second half of 2025, with monthly shipments reaching seven figures, improving profitability [9] - The company is expanding into lidar products, expecting contributions to the automotive business by 2026 [9] IoT and Other Collaborations - Deepening cooperation with major clients in the IoT sector positively impacts profitability, including partnerships in AR/VR and Micro LED technologies [8] - The company is working on dual RGBD solutions with partners to achieve breakthroughs in perception technology [8] Market Outlook and Challenges - The company is monitoring the impact of rising memory and storage prices on the smartphone market, noting stable demand for smart vision technology [11] - Competition in the high-end camera module market remains rational, with a focus on vertical integration delivery capabilities [12] Future Goals - The company is in the process of formulating its 2026 and future five-year plans, aiming for non-mobile business to contribute more significantly to overall performance [15][16] - No specific revenue or shipment targets for 2026 have been disclosed yet [15] Stock Buyback Considerations - Management is considering stock buyback options to boost shareholder confidence but has not made a final decision [17] Additional Insights - The company is cautious about the potential for price adjustments in fingerprint recognition modules due to market dynamics, but expects no significant short-term price drops [14] - The integration of motor business into the listed company is under consideration, with a focus on ensuring benefits for shareholders [12]