Core Viewpoint - The Hong Kong stock market saw a continued rise in Apple-related stocks, driven by positive supply chain news regarding the upcoming iPhone Fold, which is expected to be released by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronics (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% to 5.120 [2] - Q Technology (丘钛科技) gained 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) saw a slight increase of 1.13% to 30.340 [2] Group 2: Product Development - Apple's first foldable phone, the iPhone Fold, has entered the Engineering Validation Test (EVT) and pre-production stages, with only minor design adjustments remaining [1] - Recent supply chain reports indicate that component manufacturers are already in a state of readiness, suggesting that the final design of the iPhone Fold is largely confirmed and a release is highly probable next year [1]

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02018 | 瑞声科技 | 39.560 | 4.21% | | 00285 | 比亚迪电子 | 34.800 | 2.96% | | 06088 | 倒購精愛 | 5.120 | 2.81% | | 01478 | 丘钛科技 | 9.780 | 2.41% | | 06613 | 蓝思科技 | 25.760 | 2.06% | | 02382 | 舜宇光学科技 | 68.400 | 1.41% | | 01415 | 高伟电子 | 30.340 | 1.13% | | 02038 | 富智康集团 | 18.770 | 0.05% | 港股苹果概念股继续昨日上涨行情，其中，瑞声科技涨超4%，比亚迪电子、鸿腾精密涨近3%，丘钛科 技、蓝思科技涨超2%，舜宇光学、高伟电子涨超1%。 消息上，供应链消息指出，苹果首款折叠屏手机iPhone Fold目前已进入工程验证(EVT)与预量产流程， 只剩下细节设计需要调整，有望明年年底前发布。据报道，此前苹果的折叠屏手机都只停留在传闻阶 段，但近期市场及供应链消息都 ...

| 微泰医疗-B(02235) | 11.17 万 | 72.08 万 | 46.10 万 | 0.277% | | --- | --- | --- | --- | --- | | 富智康集团(02038) | 2.60 万 | 48.69 万 | 628.08 万 | 0.797% | | 威高股份(01066) | 8.00 万 | 44.38 万 | 2064.76 万 | 4.572% | | 粉笔(02469) | 13.40 万 | 43.68 万 | 1000.00 万 | 0.448% | | 家乡互动(03798) | 15.60 万 | 23.91 万 | 103.00 万 | 0.080% | | 希玛眼科(03309) | 13.20 万 | 23.10 万 | 13.20 万 | 0.011% | | 移卡(09923) | 2.52 万 | 19.87 万 | 7.32 万 | 0.016% | | 亚洲联合基建控股(00711) | 33.40 万 | 14.53 万 | 242.00 万 | 0.130% | | 美亨实业(01897) | 20.80 万 | 9.78 万 | ...

（文章来源：证券时报网） 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） | | --- | --- | --- | --- | --- | | 2025.12.01 | 30.00 | 38.180 | 37.680 | 1136.36 | | 2025.11.28 | 30.00 | 36.840 | 36.540 | 1100.62 | | 2025.11.27 | 15.00 | 36.920 | 36.820 | 553.38 | | 2025.11.25 | 20.00 | 37.220 | 36.920 | 741.13 | | 2025.11.24 | 30.00 | 37.400 | 36.500 | 1110.63 | | 2025.11.21 | 30.00 | 37.260 | 36.720 | 1109.77 | | 2025.11.20 | 30.00 | 38.080 | 37.420 | 1129.08 | | 2025.11.19 | 30.00 | 38.120 | 37.660 | 1136.26 ...

瑞声科技(02018)发布公告，该公司于2025年12月1日斥资1136.36万港元回购30万股股份，每股回购价格 为37.68-38.18港元。 ...

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） 呈交日期： 2025年12月1日 FF305 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) 表格類別： 股票 狀態： 新提交 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 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02018 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包括 ...

FF301 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11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: 瑞聲科技控股有限公司（於開曼群島註冊成立之有限公司） 呈交日期: 2025年12月1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) | 02018 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.01 USD | | 50,000,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.01 USD | | 50,000,000 | 本月底法 ...

Core Viewpoint - The Hong Kong stock market for the mobile phone industry chain has seen a significant increase, with multiple companies experiencing notable stock price rises [1] Company Performance - Sunny Optical Technology (02382.HK) increased by 6.06%, reaching HKD 67.35 [1] - Lens Technology (06613.HK) rose by 5.82%, trading at HKD 25.46 [1] - Q Technology (01478.HK) saw a 4.59% increase, priced at HKD 9.58 [1] - AAC Technologies (02018.HK) gained 3.11%, with a stock price of HKD 37.84 [1]

Group 1 - The mobile industry chain is experiencing a significant rise, with notable stock price increases for companies such as Sunny Optical (up 6.06% to HKD 67.35), Lens Technology (up 5.82% to HKD 25.46), Q Technology (up 4.59% to HKD 9.58), and AAC Technologies (up 3.11% to HKD 37.84) [1] - Doubao has announced the launch of Doubao Mobile Assistant, an AI assistant developed in collaboration with mobile manufacturers, enhancing user interaction and experience through its large model capabilities [1] - The engineering sample of the Nubia M153, which features the Doubao Mobile Assistant technology preview version, is now available in limited quantities [1] - Guotai Junan Securities has released a report indicating that Apple's AI advancements are expected to exceed expectations, potentially driving mobile upgrades and the penetration of AR glasses and other edge products [1] - Doubao continues to explore the empowerment of mobile devices through AI large models, promoting the formation of Agent-type applications [1]

消息面上，豆包宣布推出豆包手机助手，这是豆包和手机厂商在操作系统层面合作的手机AI助手。基 于豆包大模型的能力和手机厂商的授权，豆包手机助手能够为用户带来更方便的交互和更丰富的体验。 目前，搭载豆包手机助手技术预览版的工程样机nubia M153少量发售。 智通财经APP获悉，手机产业链全线走高，截至发稿，舜宇光学(02382)涨6.06%，报67.35港元；蓝思科 技(06613)涨5.82%，报25.46港元；丘钛科技(01478)涨4.59%，报9.58港元；瑞声科技(02018)涨3.11%， 报37.84港元。 国泰海通证券发布研报称，苹果AI加速追赶，落地效果有望超预期，带动手机换机以及AR眼镜等端侧 产品渗透。此外豆包持续探索AI大模型对手机的赋能，推动Agent形态的形成。 ...