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]

Core Viewpoint - The Apple concept stocks in the Hong Kong market continue to rise, driven by news regarding the upcoming release of Apple's first foldable phone, the iPhone Fold, which is expected to be launched 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 Electronic (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% [2] - Q Technology (丘钛科技) grew by 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) increased by 1.13% to 30.340 [2] Group 2: Product Development - The iPhone Fold has entered the Engineering Validation Test (EVT) and pre-production phases, with only minor design adjustments remaining [1] - Supply chain sources indicate that component manufacturers are already in a state of readiness to supply parts to assembly factories, suggesting that the final design of the iPhone Fold is largely confirmed [1]

Core Points - Hongteng Precision Technology announced that its information system was breached but has since been restored without causing significant impact [1] Group 1 - The company reported an intrusion into its information system [1] - The system has been restored following the incident [1] - The breach did not result in any major consequences for the company [1]

Core Viewpoint - FIT HON TENG (06088) reported a cybersecurity incident where the group's information system was breached, but the financial impact on the company is deemed minimal [1] Group 1 - The company discovered the intrusion earlier this month, leading to attacks on some servers [1] - Following the incident, the company activated its emergency response and recovery mechanisms [1] - The group's operations have fully recovered from the incident [1]

Core Viewpoint - FIT HON TENG (06088) reported a cybersecurity incident where the group's information system was breached, but the financial impact on the company is deemed minimal [1] Group 1 - The company discovered that its servers were attacked earlier this month [1] - Following the incident, the company activated its emergency response and recovery mechanisms [1] - The company's operations have fully recovered from the incident [1]

Core Viewpoint - The company, Hongteng Precision (06088.HK), reported a cybersecurity incident involving the intrusion of its information systems, which led to some servers being attacked. However, the company has activated emergency response and recovery mechanisms, and operations have fully resumed without significant financial impact [1] Group 1 - The company discovered the intrusion earlier this month [1] - The attack affected certain servers within the company's information systems [1] - The company has implemented emergency response and recovery measures immediately after the incident [1] Group 2 - The company's operations have fully recovered following the incident [1] - There has been no significant impact on the company's financial performance due to the incident [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 本月較早時，本公司發現本集團的資訊系統遭到入侵，導致部分伺服器受到攻 擊。在發現該事件後，本公司立即啟動緊急應變及恢復機制。目前集團的營運已 全面恢復，事件對集團的財務表現並無重大影響。 承董事會命 鴻騰六零八八精密科技股份有限公司* 董事會主席 盧松青 香港，二零二五年十一月二十七日 （於開曼群島以鴻騰精密科技股份有限公司的名稱註冊成立的有限公司， 並以鴻騰六零八八精密科技股份有限公司於香港經營業務） （股份代號：6088） 自願性公告 此乃鴻騰六零八八精密科技股份有限公司（「本公司」，連同其附屬公司統稱「本集 團」）作出的自願性公告。 截至本公告日期，董事會包括執行董事盧松青先生、盧伯卿先生及PIPKIN Chester John先生；非執行董事張傳旺先生及黃碧君女士；以及獨立非執行董事 CURWEN Peter D先生、鄧貴彰先生及陳永源先生。 * 於開曼群島以鴻騰精密科技股份有限公司的名稱註冊成 ...

Core Viewpoint - The Hong Kong semiconductor industry chain is experiencing a significant upward trend, with various stocks showing notable gains, indicating a potential recovery in the market [1]. Group 1: Market Performance - The Hang Seng Technology Index rose nearly 1%, with notable increases in stocks such as Hua Hong Semiconductor (over 5% increase), SMIC and Jiantao Laminated Board (over 4% increase), and others like Hong Teng Precision, Meitu, and Xiaomi Group (over 3% increase) [1]. - The first Hong Kong ETF focusing on the semiconductor industry (159131) saw a price increase of 2.26%, confirming a rebound pattern, with real-time transaction volume exceeding 330 million yuan [1]. Group 2: Industry Insights - The semiconductor market is entering a new cycle driven by AI demand, with a recommendation to monitor inventory and pricing data closely [2]. - The China Semiconductor Industry Association predicts that the total sales of the chip design industry will reach 835.73 billion yuan by 2025, reflecting a 29.4% growth compared to 2024 [3]. - The domestic chip development is seen as a long-term trend, with current conditions viewed as the best time for growth in advanced process manufacturing and chip architecture upgrades [5]. Group 3: Valuation and Investment Opportunities - Many Chinese tech companies are valued at only one-third to half of their U.S. counterparts, despite offering competitive AI products, making the Hong Kong tech sector particularly attractive for investment [6]. - The Hong Kong Information Technology ETF (159131) is structured with a focus on hardware (70%) and software (30%), covering 42 hard-tech companies, with significant weights in SMIC (20.27%), Xiaomi Group (9.11%), and Hua Hong Semiconductor (5.64%) [8].

Group 1 - Hongteng Precision (06088.HK) experienced a decline of over 3%, with its current stock price down more than 30% from its year-to-date high [2] - As of the report, the stock is down 2.77%, trading at 4.57 HKD, with a transaction volume of 227 million HKD [2]

Core Viewpoint - Hongteng Precision (06088) has seen its stock price drop over 30% from its yearly high, currently trading at 4.57 HKD, down 2.77% with a trading volume of 227 million HKD [1] Group 1: Company Performance - Hongteng Precision is leveraging its "3+3" strategy to strategically position itself in the AI data center and electric vehicle sectors [1] - The company is making significant advancements in optical modules, high-speed connectors, and liquid cooling technologies [1] - With its global manufacturing advantages and alignment with industry trends, Hongteng Precision is transforming the AI wave into sustainable profit growth, indicating a promising earnings outlook [1] Group 2: Industry Context - Foxconn Industrial Internet (601138), a subsidiary of Hon Hai Group, hit its daily limit down but stated that its fourth-quarter operations, including the GB200 and GB300 product shipments, are proceeding as planned with strong customer demand [1] - The company has not lowered its fourth-quarter profit targets and is on track with the development of next-generation products in collaboration with customers [1]