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 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4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 | | 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（不包括庫存股份）數 目 | 佔有關事件 ...

证券时报·数据宝统计，瑞声科技在港交所公告显示，12月3日以每股38.460港元至38.880港元的价格回 购15.00万股，回购金额达579.47万港元。该股当日收盘价38.600港元，下跌2.18%，全天成交额1.51亿 港元。 今年以来该股累计进行87次回购，合计回购2626.85万股，累计回购金额10.18亿港元。（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） | | --- | --- | --- | --- | --- | | 2025.12.03 | 15.00 | 38.880 | 38.460 | 579.47 | | 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 ...

關鍵位爭持：瑞聲面臨41.5元阻力，突破還是回落？ 瑞聲科技(02018)的股價近期展現出令人矚目的動能，在週二錄得超過5%的單日升幅後，目前徘徊於39.66元水平，成交額3.5億。這波強勢拉升，究竟是新一 輪上升趨勢的開端，還是僅僅是觸及阻力前的技術性反彈？ 從技術圖表進行剖析，當前股價已成功站上10天線(約37.55元)及30天線(約39元)，顯示短期動能轉強。然而，上方41.5元的第一阻力位，以及42.6元的第二 阻力位，與60天線(約41.50元)位置接近，預料將構成關鍵的技術性賣壓區。下方的支持區域則相對清晰，首個支持位在37.9元，而更為堅實的支持位於37.2 元水平。目前，反映動能的MACD信號已轉為「買入」，但值得警惕的是，隨機震盪指標已進入「超買狀態，賣出」的區域，這種背馳現象往往預示短期可 能出現整理或回調。 | | | 鑒於正股波動性加劇，衍生工具市場的活躍度亦隨之提升。對於希望順勢捕捉潛在升浪的投資者，可以關注槓桿效應顯著的認購證。例如，中銀認購證 (29109) 提供約4.11倍槓桿，其最大的特點是市場上溢價最低的產品之一，這意味著投資者為時間價值支付的成本相對較小，若正股能延續升勢 ...

智通财经APP讯，瑞声科技(02018)发布公告，于2025年12月3日，该公司斥资579.47万港元回购15万 股。 ...

格隆汇12月3日丨瑞声科技(02018.HK)公告，12月3日耗资579.5万港元回购15万股，每股购回价38.46- 38.88港元。 ...

瑞声科技(02018)发布公告，于2025年12月3日，该公司斥资579.47万港元回购15万股。 ...

FF305 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 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3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 | | 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 ...

近日，瑞声科技（02018.HK）宣布，收购AR衍射光波导技术领军企业Dispelix Oy的股份及其他权益类证券，并已签署最终协议，此次交易预计将于2026年 上半年内完成，交易完成后Dispelix将成为瑞声科技的子公司。 瑞声科技和Dispelix合作数年，双方已经建立了长期战略伙伴关系，且业务颇有协同效应。Dispelix在光波导设计制造等领域的专长，与瑞声科技在光学、精 密制造和系统级集成方面的经验结合，或能实现1+1>2的效果。 目前瑞声科技和Dispelix已联合多家一线原始设备制造商（OEM）客户共同开发下一代AR设备。此外，双方还与全球头部移动终端生态系统构建者合作，参 与开发下一代XR参考设计硬件平台。 瑞声科技主要从事提供感知体验解决方案的，旗下包括声学产品分部、扬声器电磁传动及精密结构件分部、光学产品分部、PSS车载及消费声学产品分部、 传感器及半导体产品分部和其他产品分部。 根据2025年中期业绩报告，瑞声科技上半年实现收入133.2亿元，同比增长18.4%；净利润达8.76亿元，同比大幅增长63.1%；毛利率达20.7%，同比下滑0.8个 百分点；净利率为6.6%，增长1.8个百分 ...

Core Insights - The Quark AI Glasses S1, developed by Alibaba, features a dual-display AI assistant experience, addressing the challenges of natural, private, and reliable interaction in various environments [2][5] - The collaboration between Quark and AAC Technologies has led to the creation of an innovative high-precision audio pickup system, combining a 5-microphone array with a bone conduction microphone, significantly reducing false wake-up rates [2][4] Group 1: Product Features - The Quark AI Glasses S1 utilizes a 5-microphone array and a bone conduction microphone, allowing users to issue commands even in low-volume whispers, enhancing user interaction [2][4] - The audio pickup system has a signal-to-noise ratio (SNR) of 77dB, optimized for capturing voice frequencies while minimizing environmental noise interference [4] - The design of the microphone system has reduced the size by 25% compared to industry standards, allowing for a more compact and lightweight design [4] Group 2: User Experience - The advanced audio recognition technology enables accurate command reception in noisy environments, such as subways, and allows for discreet communication in quiet places like libraries [4][5] - The Quark AI Glasses S1 provides a seamless user experience across various scenarios, including outdoor activities and real-time translation in multilingual settings [4][5] - The integration of these technologies transforms smart glasses from niche products into essential daily companions that respect user privacy and enhance interaction [5]

Core Insights - The AI smartphone market is on the verge of a large-scale explosion, with major manufacturers focusing on AI as a core selling point in new product launches [1] - Canalys predicts that by 2028, AI smartphones will account for 54% of the global market, with over 80% deployment rate of edge AI in high-end models [1] - The industry is witnessing a shift from feature stacking to deep scenario cultivation, transforming smartphones from "tool terminals" to "personal intelligent hubs" [1] Industry Trends - The competition is shifting towards specific scenarios such as AI image optimization in cameras and albums, enhancing user interaction quality as a core differentiator [1] - The collaboration within the supply chain is deepening, forming a value loop among large model manufacturers, terminal brands, and core component companies [1] Company Positioning - AAC Technologies (瑞声科技) is becoming a key support for AI functionality in mainstream smartphones, redefining the value of core component manufacturers in the smart terminal supply chain [1] - The company's microphone technology enhances AI voice interaction accuracy, with a high signal-to-noise ratio that significantly reduces voice recognition error rates [3] - AAC's speaker technology improves the clarity and naturalness of AI assistant feedback, creating a seamless interaction loop between voice input and output [4] Technological Innovations - The integration of precise linear motors for tactile feedback enhances the AI interaction experience, making virtual operations feel more tangible [5] - AAC's thermal management solutions ensure stable and smooth operation of edge AI functions, addressing overheating issues during high-frequency AI model usage [5] Market Expansion - The proliferation of AI smartphones is pushing core AI components from passive adaptation to active empowerment, as seen in collaborations like that of Doubao and ZTE [6] - AAC Technologies is expected to achieve over 50% annual revenue growth, reflecting its dual advantages in technology and market presence [6] AR Glasses Development - The smart glasses market is also experiencing rapid growth, with a projected 110% year-on-year increase in global shipments by mid-2025 [7] - AAC Technologies has announced the acquisition of Dispelix, a leader in AR diffractive waveguides, marking its transition from a component supplier to a full-chain solution provider in the XR field [7] Future Outlook - AAC Technologies is preparing for the upcoming "AI feast" by enhancing its technological innovations to provide top-tier AI agent experiences across various devices [10]