| 公司名称 | 占比值变动 | 最新持股比例 | | --- | --- | --- | | 山东墨龙(00568) | -1.99% | 57.67% | | 宜搜科技(02550) | -0.99% | 37.95% | | 南京熊猫电子股份(00553) | -0.98% | 42.65% | | 凯莱英(06821) | -0.95% | 43.35% | | 美中嘉和(02453) | -0.95% | 32.06% | | 知行科技(01274) | -0.80% | 22.77% | | 荣昌生物(09995) | -0.75% | 52.05% | | 金山云(03896) | -0.73% | 25.09% | | 长城汽车(02333) | -0.71% | 49.43% | | 泰格医药(03347) | -0.66% | 53.57% | | --- | --- | --- | | 金力永磁(06680) | -0.54% | 25.00% | | 西锐(02507) | -0.54% | 8.51% | | 中粮家佳康(01610) | -0.51% | 34.09% | | 海普 ...

9月12日，三大指数均收涨超1.1%，且盘中皆刷新阶段新高，本周市场做多情绪高涨。 截止收盘，恒指涨1.16%强势重上26000点上方，国指涨1.13%，恒科指涨1.71%。 | 代码 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 √ | 5日涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 800700 | 恒生科技指数 | ◎ | 5989.27 | +100.50 | 1.71% | 5.31% | | 800000 | 恒生指数 | | 26388.16 | +301.84 | 1.16% | 3.82% | | 800100 | 国企指数 | | 9364.94 | +104.69 | 1.13% | 3.40% | 盘面上，大型科技股集体上涨，尤其是百度大涨8%；财政部今日重磅发声，教育股尾盘拉升明显；生物医药股集体回暖，内房股、黄金股、军工股、物管 股、重型基建股、保险股纷纷上涨。 香港本地消费股表现弱势，苹果概念股、煤炭股、家电股、体育用品股、乳制品股、光伏股普遍走低。 此外，全市场近30只个股跌幅在10%以上，细价股开源控股跌21.7 ...

Group 1 - The core viewpoint of the article highlights a significant rise in Hong Kong's Apple-related stocks, driven by the anticipation of a potential upgrade cycle for iPhone users as new models are released [1] - Wedbush analysts estimate that approximately 315 million out of 1.5 billion global iPhone users have not upgraded their devices in over four years, indicating a substantial upgrade opportunity for Apple [1] - Analysts suggest that Apple's focus on product efficiency, along with innovative redesigns and practical new features, may lead the company into a "super upgrade cycle" within the next 12 to 18 months [1] Group 2 - Tianfeng Securities expresses optimism regarding investment opportunities in edge AI, supported by favorable policies and the influence of major players, with Apple's recent developments showcasing its commitment to innovation in edge AI products [1] - The report indicates that Apple's advancements in edge AI could exceed expectations in terms of user experience and sales, prompting a recommendation to pay attention to the Apple supply chain [1]

| 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | MAN | 3806.06c | -6.16 | -0.16% | | 399001 | 深证成指 | W | 12570.87c | 13.19 | 0.11% | | 399006 | 创业板指 | A / | 2917.77c | 13.50 | 0.46% | 2025.09. 11 本文字数：503，阅读时长大约1分钟 作者 | 一财阿驴 09:28 创新药概念股大幅低开，百济神州跌超10%，药明康德、泰格医药跌超7%，恒瑞医药、君实 生物、凯莱英多股跌超5%。 09:26 A股开盘丨三大指数涨跌不一 上证指数跌0.16%，深成指涨0.11%，创业板指涨0.46%。盘面上，医药股大幅下挫，药明康德、泰 格医药低开逾7%；CPO、算力概念活跃。 你不是一个人在奋斗，阿驴都懂。 「 生产队的驴 」 IP原创帆布包 | | 사용이문 수 | | | --- | --- | --- | | 医疗服务 | -1.99% | +0.0 ...

09:26 A股开盘丨三大指数涨跌不一 上证指数跌0.16%，深成指涨0.11%，创业板指涨0.46%。盘面上，医药股大幅下挫，药明康德、泰格医药低开逾7%；CPO、算力概念活 跃。 | 代码 | 名称 | 两日图 | 现价 | 消費 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | MM | 3806.06c | -6.16 | -0.16% | | 399001 | 深证成指 | W | 12570.87 c | 13.19 | 0.11% | | 399006 | 创业板指 | A / | 2917.77c | 13.50 | 0.46% | 盘面上，医药股大幅下挫，药明康德、泰格医药低开逾7%；CPO、算力概念活跃。 09:28 创新药概念股大幅低开，百济神州跌超10%，药明康德、泰格医药跌超7%，恒瑞医药、君实生物、凯莱英多股跌超5%。 恒指低开0.81%，恒生科技指数跌0.97%。医药股大面积下跌，瀚森制药、药明生物跌超10%，药捷安康逆势涨5%；科网股普遍回调，蔚 来宣布再融资后跌超3%，百度集团跌逾3%；鸿腾精密续涨 ...

Group 1 - The stock of Tonghong Precision (06088) increased by over 10%, reaching a rise of 11.34% to HKD 4.33, with a trading volume of HKD 893 million [1] - Apple held its fall product launch event today, introducing four new iPhones, AirPods Pro 3, and three 5G versions of the Apple Watch [1] - Tonghong Precision is the fourth largest connector manufacturer globally, with products spanning consumer electronics, mobile devices, communication infrastructure, automotive, and industrial sectors, serving major tech companies including Apple [1] Group 2 - Longjiang Securities reported that the company continues to deepen its presence in the electric vehicle and consumer electronics sectors while actively embracing the AI era [1] - Products such as optical modules, connectors, and liquid cooling are expected to lead in demand driven by artificial intelligence and data centers [1] - Through global expansion and excellent manufacturing capabilities, Tonghong Precision is transforming the immense potential of AI into solid growth momentum, with sustained profit growth anticipated [1] Group 3 - Revenue projections for Tonghong Precision from 2025 to 2027 are USD 4,915 million, USD 5,558 million, and USD 6,274 million, respectively, while net profit attributable to shareholders is expected to be USD 177 million, USD 218 million, and USD 267 million [1]

Core Viewpoint - Tenghong Precision (06088) has seen a significant stock increase of over 10%, currently up 11.34% at HKD 4.33, with a trading volume of HKD 893 million, following the announcement of new Apple products at the 2025 fall event [1] Company Summary - Tenghong Precision is the fourth largest connector manufacturer globally, with products spanning consumer electronics, mobile devices, communication infrastructure, automotive, and industrial sectors, serving major tech companies including Apple [1] - The company is actively pursuing automation in its supply chain to maintain orders from Apple, indicating a shift towards automated processes among suppliers [1] Industry Outlook - Longjiang Securities reports that Tenghong Precision is not only deepening its involvement in the electric vehicle and consumer electronics sectors but is also embracing the AI era [1] - Products such as optical modules, connectors, and liquid cooling are expected to lead in demand driven by artificial intelligence and data centers [1] - The company is leveraging its global layout and manufacturing capabilities to convert AI's potential into solid growth, with projected revenues of USD 4.915 billion, USD 5.558 billion, and USD 6.274 billion for 2025-2027, and net profits of USD 177 million, USD 218 million, and USD 267 million respectively [1]

Core Viewpoint - The mobile industry supply chain is experiencing a rebound, driven by the upcoming release of the iPhone 17, which has entered mass production, leading to increased hiring among supply chain companies [1] Group 1: Stock Performance - Hongteng Precision (06088) rose by 4.35% to HKD 4.08 [1] - Lens Technology (06613) increased by 3.63% to HKD 26.82 [1] - BYD Electronics (00285) saw a rise of 3.5% to HKD 42.62 [1] - Sunny Optical (02382) gained 2.51% to HKD 79.65 [1] Group 2: iPhone 17 Insights - Apple is expected to slightly increase the prices of the iPhone 17 series during the launch, marking the first price hike since 2017 [1] - Morgan Stanley predicts that this price adjustment will raise the average selling price by 5% for the fiscal year 2026, which is significantly higher than market expectations [1] - Demand for the iPhone 17 is not anticipated to be negatively impacted by the price increase [1] Group 3: Competitive Landscape - Huawei's new foldable smartphone, Mate XTs, is priced starting at CNY 17,999 [1] - Analyst Ming-Chi Kuo revealed that Apple plans to launch its first foldable iPhone in 2026, with an expected shipment of 8-10 million units, and aims to follow up with a foldable iPad in 2028 [1] - The forecast for foldable iPhone shipments is expected to grow to 25 million units by 2027 [1]

致：香港交易及結算所有限公司 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8月31日 狀態: 新提交 本月底法定/註冊股本總額： USD 300,000,000 公司名稱: 鴻騰六零八八精密科技股份有限公司 FF301 呈交日期: 2025年9月3日 II. 已發行股份及/或庫存股份變動 I. 法定/註冊股本變動 第 1 頁 共 10 頁 v 1.1.1 | 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) | 06088 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 15,360,000,000 | USD | 0.01953125 | USD | | 300,000,000 | | 增加 / 減少 (-) | | | | 0 | | USD | | 0 ...

Group 1 - Apple concept stocks have seen significant declines, with Hong Teng Precision down 9.77% to HKD 4.25, Qiu Tai Technology down 7.17% to HKD 13.99, and Gao Wei Electronics down 4.42% to HKD 32.44 [1] - IDC's recent report indicates that global smartphone shipments are expected to grow by 1.0% year-on-year in 2025, reaching 1.24 billion units, an increase from the previous forecast of 0.6%, primarily driven by a 3.9% growth in iOS device shipments this year [1] - Omdia reported that global smartphone shipments are projected to decline to 28.87 million units in Q2 2025, a quarter-on-quarter decrease of over 800,000 units, representing a 2.8% drop, with only a slight year-on-year decrease of 20,000 units, less than 0.1% [1] Group 2 - According to招商证券, global smartphone shipments increased by 1% year-on-year in Q2, while shipments in China decreased by 4%, attributed to tariff fluctuations and macroeconomic uncertainties affecting demand, particularly in the low-end market [2] - Recent adjustments by third-party institutions have lowered the 2025 global smartphone shipment growth forecast from 2-4% to 0-1% due to uncertainties in global demand [2] - The iPhone 17 is set to begin mass production in Q3, with over 90 million units of materials already prepared, and the new model is expected to boost sales with enhanced AI features, while the Android market is focusing on brand dynamics and innovations in subsidies, AI, and optics [2]