携程：将设立10亿元旅游创新基金，支持旅游领域突破性和创新性发展 36氪获悉，5月26日，携程集团全球合作伙伴大会在上海召开，全球74个国家和地区的3000余位旅游行 业代表参会。携程集团联合创始人、董事会主席梁建章和携程集团CEO孙洁在会上宣布多项战略举措： 一是设立10亿元旅游创新基金，旨在支持旅游领域的突破性和创新性发展，激励在旅游创新场景做出突 出贡献的项目和个人；二是与来自泰国、马来西亚、印尼的多家国际酒店集团达成战略合作，通过联合 营销及服务升级提升区域酒店服务行业标准；三是联合国内10个目的地及5家海外组团社构建"双向服务 枢纽"，响应国家促进入境旅游战略。 大公司： 飞猪AI"问一问"升级机酒查询、手绘地图等功能，新增"会员助手" 36氪获悉，飞猪AI"问一问"近日更新部分功能。产品中的"智慧交通顾问""酒店顾问"信息查询及生成精 度双双提升，现已覆盖机型、舱位、酒店类型等信息；新的AI角色"会员助手"出现了，可以帮助用户查 询会员等级和对应的专享权益；手绘行程地图的实用性也明显增强。此外，"问一问"还优化了几项基础 功能，包括搜索引擎输入提示（SUG）功能、旅行方案一键生成长图功能等。 阿里 ...

金十数据5月26日讯，近日，六分科技宣布与瑞声科技(02018.HK)达成全面战略合作。双方将建立协同 创新机制，紧密合作面向未来高精定位测姿与智能化应用的需要，实现高精度定位服务和高精度定位核 心组件的产业应用。据介绍，六分科技专注于提供高精度定位产品服务，适配北斗卫星导航定位系统， 并兼容GPS、伽利略、格洛纳斯系统，具备软硬一体化的全球定位服务能力，自研高精度定位GNSS模 组、IMU模块/模组、通导一体T-BOX等终端硬件产品。 六分科技与瑞声科技达成全面战略合作 ...

5月22日，六分科技、瑞声科技全面战略合作签约仪式在武汉举行。六分科技CEO李阳、瑞声科技半导体及传感器 事业部总经理吴志江分别代表双方签约。签约仪式后，六分科技一行参观了瑞声科技生产线，双方高层就高精度 定位和智能化应用等问题进行了深入沟通交流。 未来，随着双方战略合作持续深入，六分科技和瑞声科技将充分发挥各自在专业技术、产业资源等方面的优势， 形成1+1>2的创新突破合力，不断提升高精度定位服务能力，积极推广高精度定位核心组件的产业应用，以低成 本、高质量、高可靠性的产品和服务，推动中国智能产业发展。 六分科技CEO李阳表示，坚定看好高精度定位在车载和具身智能两大方向上的应用前景，特别是人形机器人包括 泛机器人细分赛道，可直接实现高精度定位服务与应用场景对接，由此实现智能化水平的显著提升。 六分科技专注于提供高精度定位产品服务，完美适配北斗卫星导航定位系统，并兼容GPS、伽利略、格洛纳斯系 统，具备软硬一体化的全球定位服务能力，自研高精度定位GNSS模组、IMU模块/模组、通导一体T-BOX等终端 硬件产品，向用户提供辅助驾驶软硬服一体定位终端、座舱车道级导航定位方案、网联智能通导一体终端等产品 组合，针 ...

【港股拉升，恒生科技指数涨超5%】恒生科技指数涨幅扩大至超5%，恒生指数涨超3%。舜宇光学科技 涨约17%，瑞声科技涨约16%。 ...

智通财经APP获悉，苹果概念股涨幅居前，截至发稿，舜宇光学(02382)涨6.13%，报68.35港元；瑞声科 技(02018)涨5.44%，报38.75港元；比亚迪电子(00285)涨5.7%，报35.25港元；高伟电子(01415)涨 4.33%，报22.9港元；丘钛科技(01478)涨4.48%，报6.76港元。 消息面上，据央视新闻， 中美达成重要共识，会谈取得实质性进展。双方一致同意建立中美经贸磋商 机制。中美双方将尽快敲定相关细节，并将于5月12日发布会谈达成的联合声明。信达证券此前指出， 自关税政策颁布以来，国内消费电子优质个股大幅回调，目前估值已显露较大空间。此外，关税政策持 续恶化的可能性也在不断缩小，但目前仍需观察越南、印度、新加坡、墨西哥等地的关税政策变化。总 体看，该行认为如果后续关税没有非理性发展，则行业整体估值修复的可能性较大。 值得关注的是，"618"电商促销活动将至，苹果iPhone抢先降价。5月11日，天猫宣布，Apple Store官方 旗舰店iPhone 16 Pro 128GB版本立减+天猫券后优惠2000元，售价5999元，叠加500元"国补"，到手价 5499元。报 ...

Financial Performance - Revenue for the year reached RMB 27,328 million, representing a year-on-year increase of 33.8%[21] - EBITDA was RMB 5,553 million, reflecting a year-on-year growth of 32.8%[21] - Earnings per share increased by 142.9% to RMB 1.53[21] - Free cash flow decreased by 22.4% to RMB 2,954 million, with capital expenditure accounting for 42.0% of EBITDA[21] - Net assets grew by 3.3% to RMB 23,117 million, while the net asset liability ratio was 3.8%[21] - Revenue for 2023 was RMB 20,419,072 thousand, with a projected increase to RMB 27,328,304 thousand in 2024, representing a growth of 33.8%[22] - Net profit attributable to shareholders increased significantly from RMB 740,370 thousand in 2023 to RMB 1,797,230 thousand in 2024, marking a 142.7% increase[22] - Operating cash flow reached RMB 5.2 billion, indicating a strong financial foundation[39] - The gross profit margin improved to 22.1% in 2024, up by 5.2 percentage points from 16.9% in 2023[22] - The overall revenue for 2024 increased by 33.8% to RMB 27.33 billion, driven by a rise in PSS-related business revenue by RMB 3,494.6 million[54] Research and Development - The company invested 7.4% of its revenue in R&D for 2024, maintaining a strong focus on technological innovation[17] - The company holds a total of 5,112 patents, with an additional 2,752 patents pending[17] - Research and development expenses accounted for 7.4% of revenue in 2024, slightly down from 7.7% in 2023[22] - Research and development expenses increased by 28.5% to RMB 2.02 billion in 2024, reflecting additional investments in new projects[59] - The company is focusing on high-performance products in the sensor and semiconductor segment, with a leading market share in high signal-to-noise ratio microphones[52] Strategic Focus and Market Expansion - Strategic focus includes expanding into smartphone, smart automotive, VR/AR, and smart home sectors[10] - The company aims to enhance production efficiency through the development of automated equipment and flexible production lines[20] - The company aims to enhance its core business through innovations in acoustics, optics, and electromagnetic transmission, targeting growth in consumer electronics and automotive sectors[39] - Future growth opportunities are anticipated in the consumer electronics sector, driven by edge AI deployment and the expansion of markets such as electric vehicles and AR/VR[53] Acquisitions and Investments - The company completed the first phase acquisition of Premium Sound Solutions (PSS) in February 2024, positively impacting profits and providing new momentum in the automotive market[39] - AAC Technologies (Belgium) BV agreed to purchase 100% of Acoustics Solutions International B.V. in two batches, with the first batch representing 80% of the issued shares[135] - The acquisition aims to diversify the company's automotive business and enhance its audio solution offerings, creating synergies with existing strengths[138] Corporate Governance - The company has established an Enterprise Risk Management (ERM) framework to effectively identify, assess, mitigate, and monitor sustainability risks[77] - The company emphasizes sustainability in its governance structure, with a dedicated Sustainability Committee[107] - The board includes members with significant international experience, which may aid in market expansion strategies[95][99][103] - The independent directors have no relationships with other board members or major shareholders, ensuring unbiased governance[97][101][104] - The company has committed to high standards of corporate governance, ensuring compliance with all relevant codes throughout the fiscal year[183] Sustainability and Social Responsibility - The company has implemented a comprehensive climate change policy to drive sustainability efforts, incorporating ISO environmental and energy management standards[85] - The company made donations amounting to approximately RMB 1,050,000 for community medical welfare, poverty alleviation, and educational support[171] - The sustainable development committee was established in May 2024 to enhance governance in sustainability[189] Financial Policies and Risk Management - The company will maintain a prudent financial policy and strong cash flow to support business development and create long-term value for shareholders[119] - The company has established a robust financial risk management policy, detailed in its annual report[118] - The company focuses on reducing liquidity and interest rate risks by maintaining an appropriate RMB/USD borrowing mix[86] Employee and Shareholder Information - The company employed 37,273 full-time employees, a 25% increase from 29,922 employees on December 31, 2023, with 11% of the increase attributed to the acquisition of PSS[177] - The board proposed a final dividend of HKD 0.24 per share for the fiscal year 2024, up from HKD 0.10 per share in fiscal year 2023, maintaining a 15% payout ratio[119] - The company has established a compensation policy for senior management and directors, which is reviewed by the compensation committee[155] Supply Chain and Procurement - The group entered into procurement agreements with suppliers, with a maximum annual limit of RMB 140,000 thousand for materials and products[144] - The company has a total of 3,344 square meters of warehouse space leased in Vietnam, with an expected annual rent of USD 160,600[143] - The company’s largest supplier accounted for approximately 8.0% of total procurement, with the top five suppliers making up 22.9% of total procurement[178]

Group 1 - The Shanghai International Automobile Industry Exhibition has commenced, showcasing advanced technologies from AAC Technologies, including smart cockpit solutions and haptic feedback systems [1][3] - The automotive industry consensus is that the second half of the transformation is focused on intelligence, with smart cockpits being a key battleground [3][4] - AAC Technologies presented a comprehensive stack solution for smart vehicles, emphasizing the importance of sensory experiences in creating a "third living space" within cars [3][4] Group 2 - The exhibition featured AAC's acoustic platform with 51 speakers, utilizing proprietary algorithms to deliver advanced audio experiences, including independent sound zones and reduced sound leakage [4][10] - The RichTap Space smart seat was introduced, providing a multi-dimensional experience through vibrations that correspond with audio and video content, enhancing user interaction [7][10] - AAC Technologies has expanded its capabilities through acquisitions, including an 80% stake in a leading acoustic component supplier and a 53.74% stake in an electronic component manufacturer, enabling a closed-loop system in vehicle acoustics [9][10] Group 3 - In 2024, AAC Technologies reported record revenue of 27.33 billion RMB and a net profit of 1.797 billion RMB, marking a 142.7% year-on-year increase, with automotive business becoming a new growth engine [10] - The automotive acoustic business generated 3.52 billion RMB in revenue with a gross margin of 24.8%, highlighting the company's focus on addressing user pain points and diversifying its offerings [10]

Summary of Key Points Core Viewpoint - 瑞声科技 has been actively repurchasing its shares, indicating a strategy to support its stock price amidst recent declines [1][2][3] Group 1: Share Buyback Details - On April 16, 瑞声科技 repurchased 900,000 shares at a price range of HKD 32.000 to HKD 33.500, totaling HKD 29.3095 million [1] - The stock closed at HKD 32.600 on the same day, reflecting a decline of 5.92% with a total trading volume of HKD 630 million [1] - Since April 15, the company has repurchased a total of 1.15 million shares, amounting to HKD 37.9526 million, during which the stock has decreased by 11.05% [2] Group 2: Year-to-Date Buyback Activity - Year-to-date, 瑞声科技 has conducted 61 buybacks, totaling 18.6955 million shares with a cumulative buyback amount of HKD 736 million [3] - The detailed buyback activity includes various dates and amounts, with the highest repurchase price recorded at HKD 34.900 and the lowest at HKD 31.100 [3]

Group 1 - The Apple concept stocks in the Hong Kong market have shown strong performance, with notable increases in share prices for several companies [1] - AAC Technologies (02018.HK) has risen by 15%, while GoerTek (01415.HK) increased by 14.92%, BYD Electronics (00285.HK) by 13.75%, and Q Technology (01478.HK) by 9.14% [1]

Group 1 - The company, AAC Technologies, has authorized a share buyback of up to HKD 1.2 billion [1]