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港股苹果概念股集体走强,鸿腾精密涨8%
Xin Lang Cai Jing· 2025-10-24 05:45
来源:格隆汇APP | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 06088 | 鸡腾精密 | 8.06% | 5.900 | 430.91亿 | 61.64% | | 00856 | 伟仕佳杰 | 6.26% | 10.010 | 143.12亿 | 102.51% | | 01415 | 高伟电子 | 5.04% | 33.760 | 293.03亿 | 19.29% | | 06613 | 蓝思科技 | 2.92% | 26.760 | 1414.09亿 | 48.09% | | 02038 | 富智康集团 | 2.39% | 18.830 | 147.39 Z | 104.67% | | 01478 | 丘钛科技 | 2.28% | 15.220 | 181.05亿 | 144.30% | | 00285 | 比亚迪电子 | 1.44% | 38.100 | 858.47亿 | -8.04% | | 02382 | 舜宇光学科技 | 0.89% | 79.250 | 867.63亿 | ...
港股异动丨苹果概念股走低 富智康集团跌5.5% 郭明錤称iPhone Air需求低于预期
Ge Long Hui· 2025-10-23 03:02
| 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 02038 | 富智康集团 | 18.240 | -5.49% | | 06088 | 鹤蝶精密 | 5.380 | -4.44% | | 01478 | 丘钛科技 | 14.090 | -4.28% | | 06613 | 蓝思科技 | 25.880 | -4.01% | | 00285 | 比亚迪电子 | 37.120 | -3.58% | | 01415 | 高伟电子 | 31.800 | -3.40% | | 02382 | 舜宇光学科技 | 77.800 | -2.32% | | 02018 | 瑞声科技 | 39.240 | -1.46% | | 02283 | 东江集团控股 | 2.540 | -1.55% | | 00856 | 伟仕佳杰 | 9.160 | -1.51% | 港股苹果概念股集体走低,其中,富智康集团跌5.5%,鸿腾精密、丘钛科技、蓝思科技跌超4%,比亚 迪电子、高伟电子跌3.5%,舜宇光学跌2.3%,瑞声科技、东江集团控股、伟仕佳杰均下跌1.5%。 消息上,天风国际知名 ...
35家港股公司出手回购(10月22日)
证券时报·数据宝统计显示,10月22日有35家香港上市公司进行了股份回购,合计回购1049.65万股,回 购金额5277.45万港元。 瑞声科技回购数量30.00万股,回购金额1190.98万港元,回购最高价为39.980港元,最低价为39.460港 元,年内累计回购金额8.58亿港元;联易融科技-W回购数量243.00万股,回购金额747.08万港元,回购 最高价为3.100港元,最低价为2.990港元,年内累计回购金额2.25亿港元;蒙牛乳业回购数量50.00万 股,回购金额717.14万港元,回购最高价为14.370港元,最低价为14.320港元,年内累计回购金额4.58亿 港元。 以金额进行统计,10月22日回购金额最多的是瑞声科技,回购金额为1190.98万港元;其次是联易融科 技-W,回购金额为747.08万港元;回购金额居前的还有蒙牛乳业、康臣药业等。回购数量上看,10月 22日回购股数最多的是联易融科技-W,当日回购量为243.00万股;其次是晨讯科技、中国恒有源集团 等,回购数量分别为106.40万股、100.00万股。 10月22日港股公司回购一览 | 代码 | 简称 | 回购股数 | 回 ...
智通港股回购统计|10月23日
智通财经网· 2025-10-23 01:17
| 股票名称 | 回购数 | 回购额 | 年累计回购数量 | 年累计回购数量/总 | | --- | --- | --- | --- | --- | | | | | (股) | 股本 | | 瑞声科技(02018) | 30.00 万 | 1190.98 万 | 90.00 万 | 0.077% | | 联易融科技-W(09959) | 243.00 万 | 747.08 万 | 7024.90 万 | 3.288% | | 蒙牛乳业(02319) | 50.00 万 | 717.14 万 | 2021.60 万 | 0.517% | | 康臣药业(01681) | 28.30 万 | 433.08 万 | 678.40 万 | 7.969% | | 连连数字(02598) | 44.00 万 | 353.87 万 | 57.55 万 | 0.138% | | 固生堂(02273) | 9.13 万 | 274.93 万 | 491.90 万 | 2.076% | | 碧桂园服务(06098) | 30.00 万 | 186.90 万 | 1155.50 万 | 0.346% | | VITASOY | 23 ...
瑞声科技(02018.HK)10月22日回购30.00万股,耗资1190.98万港元
证券时报·数据宝统计,瑞声科技在港交所公告显示,10月22日以每股39.460港元至39.980港元的价格回 购30.00万股,回购金额达1190.98万港元。该股当日收盘价39.820港元,下跌2.40%,全天成交额1.71亿 港元。 今年以来该股累计进行71次回购,合计回购2208.20万股,累计回购金额8.58亿港元。(数据宝) 瑞声科技回购明细 | 日期 | 回购股数(万股) | 回购最高价(港元) | 回购最低价(港元) | 回购金额(万港元) | | --- | --- | --- | --- | --- | | 2025.10.22 | 30.00 | 39.980 | 39.460 | 1190.98 | | 2025.10.17 | 30.00 | 38.800 | 38.480 | 1159.88 | | 2025.05.30 | 30.00 | 36.500 | 35.800 | 1089.26 | | 2025.05.15 | 30.00 | 39.900 | 39.600 | 1191.43 | | 2025.05.09 | 18.65 | 36.500 | 36.150 | 680 ...
港股公告精选|中国联通港股前三季净赚200亿元 滔搏上半财年盈利同比下滑近一成
Xin Lang Cai Jing· 2025-10-22 12:24
Company News - China Unicom (00762.HK) reported a revenue of 292.985 billion yuan for the first three quarters, a year-on-year increase of 1%; net profit reached 20 billion yuan, up 5.1% year-on-year. The company noted a significant breakthrough in computing power business, with cloud revenue of 52.9 billion yuan and data center revenue of 21.4 billion yuan, an increase of 8.9% year-on-year. The cumulative number of customers for 5G virtual private networks exceeded 20,000. Additionally, the company plans to spin off its smart network technology for listing on the Shenzhen Stock Exchange's Growth Enterprise Market [2] - Tmall (06110.HK) reported a mid-term revenue of approximately 12.2986 billion yuan for the period ending August 31, a decrease of 5.79% year-on-year; net profit was 789 million yuan, down 9.69% year-on-year, primarily due to fluctuations in the offline consumption environment affecting customer traffic. The gross profit margin for the period was 41.0%, a decrease of 0.1 percentage points year-on-year, with inventory at 5.834 billion yuan, down 4.7% year-on-year, and the total number of stores decreased by 19.4% year-on-year [2] - Shanshui Cement (00691.HK) reported operating revenue of 8.946 billion yuan for the first nine months, a year-on-year decrease of 17.99%; the company incurred a loss of 132 million yuan, an increase of 12.47% year-on-year [3] - China Overseas Macro Group (00081.HK) reported an operating profit of approximately 773 million yuan for the first three quarters, a year-on-year decline of 46.7% [4] - Tianjin Port Development (03382.HK) announced that its subsidiary plans to publicly sell 60% of the equity in China Railway Storage and Transportation [5] - China National Foreign Trade (00598.HK) completed the sale of a 25% stake in Lu Kai International, expecting to generate revenue of 1.65 billion yuan [6] - Xinyi International (00732.HK) plans to acquire approximately 11.43% equity in Xinyi Renshou through a public bidding process, involving an investment of 1.05 billion yuan [7] - Shanxi Installation (02520.HK) intends to establish a joint venture with Shanxi Sanjian and Huaneng Power for the Shanxi Qingshui Pumped Storage Power Station project, with a total registered capital of 100 million yuan [8] - Kaisa Group (01813.HK) has postponed the hearing for its liquidation application [9] - Baiguoyuan Group (02411.HK) has received approval from the Hong Kong Stock Exchange for its application to implement full circulation of H-shares [10] Buyback Dynamics - Haotian International Investment (01341.HK) completed the issuance of 1.6 billion shares to PCL [11] - AAC Technologies (02018.HK) repurchased 300,000 shares at a cost of approximately 11.9098 million Hong Kong dollars, with repurchase prices ranging from 39.46 to 39.98 Hong Kong dollars [12] - Mengniu Dairy (02319.HK) repurchased 500,000 shares at a cost of 7.1714 million Hong Kong dollars, with repurchase prices between 14.32 and 14.37 Hong Kong dollars [13] - Lianyi Rong Technology-W (09959.HK) repurchased 2.43 million shares at a cost of approximately 7.47075 million Hong Kong dollars, with repurchase prices ranging from 2.99 to 3.1 Hong Kong dollars [14]
瑞声科技10月22日耗资约1190.98万港元回购30万股
Zhi Tong Cai Jing· 2025-10-22 10:17
瑞声科技(02018)公布,2025年10月22日耗资约1190.98万港元回购30万股股份。 ...
瑞声科技(02018) - 翌日披露报表
2025-10-22 10:11
表格類別: 股票 狀態: 新提交 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 公司名稱: 瑞聲科技控股有限公司(於開曼群島註冊成立之有限公司) FF305 FF305 確認 不適用 第一章節註釋: 若股份曾以超過一個每股價格發行/出售/購回/贖回,則須提供每股成交量加權平均價格。 若購回/贖回股份將於期終結存日期之後購回/贖回結算完成之時予以註銷,則該等購回/贖回股份仍屬A部所述期終結存當日的已發行股份的一部分。該等購回/贖回股份的詳情應在B部作 出披露。 呈交日期: 2025年10月22日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司(「香港聯交所」)證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露,必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 ...
锚定AI浪潮:从消费电子到AI算力,瑞声科技(2018.HK)引领千亿散热市场新纪元
Ge Long Hui· 2025-10-21 03:58
在5G、高刷新率显示及端侧AI算力快速发展的背景下,传统石墨散热方案已难以满足高性能芯片的散 热需求。VC均热板通过相变传热原理实现高效热扩散,正逐渐成为高端机型散热系统的核心选择。据 供应链消息,瑞声科技早在成为iPhone 17系列VC核心供应商之前,已为小米、vivo、华为等品牌的多 款旗舰机型提供核心散热解决方案并规模供货。受益于AI手机对散热性能要求的跃升,VC均热板正从 旗舰机型向中高端机型加速渗透。据公开资料显示,瑞声科技散热业务近年来呈现强劲增长态势,VC 均热板出货量持续攀升,2025年出货量预计可达1.5亿件,2020年-2025年间其VC均热板出货量复合增长 率预计可达90%以上。 市场关注点已从短期业绩转向其商业模式的根本性蜕变。瑞声科技正完成从零部件供应商向全栈式解决 方案平台的升级,产品组合优化带动毛利率结构性提升,叠加AI赛道的高成长溢价,或将共同推动其 估值逻辑系统性重塑。 公开信息显示,10月14日,苹果公司COO(首席运营官)Sabih Khan走访了瑞声科技位于江苏常州的均热 板模组生产工厂,参观了首条全自动化的超薄均热板生产线。Sabih Khan在接受媒体采访时表示, ...
苹果概念股强势,瑞声科技涨超4%,有迹象显示新一代iPhone需求强劲
Ge Long Hui· 2025-10-21 02:04
10月21日,隔夜苹果股价创历史新高,刺激港股市场苹果概念股集体上涨。其中,高伟电子、鸿腾精密、蓝思科 技涨超5%,瑞声科技涨超4%,丘钛科技、舜宇、富智康、比亚迪电子涨超3%。 消息面上,有迹象显示新一代iPhone需求强劲,苹果股价隔夜创下纪录新高,苹果供应商股价受提振。此前Loop Capital将苹果股票评级从"持有"上调至"买入"。根据Counterpoint Research,iPhone 17系列在美国和中国上市前十天 的销量分别比iPhone 16系列同期高出14%。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01415 | 高伟电子 | 5.36% | 33.820 | 293.55亿 | 19.51% | | 06088 | 鸡腾精密 | 5.03% | 5.850 | 427.26 Z | 60.27% | | 06613 | 蓝思科技 | 5.00% | 26.900 | 1421.48亿 | 48.86% | | 02018 | 瑞声科技 | 4.18% | 40. ...