Group 1 - The core viewpoint is that Apple is committing to invest an additional $100 billion in domestic manufacturing in the U.S., which is seen as a strategy to mitigate potential punitive tariffs on hardware products [1] - Hongteng Precision and BYD Electronics have seen significant stock price increases, with Hongteng up 7.48% and BYD up 7.24%, indicating strong market sentiment towards Apple-related stocks [1][2] - Citic Securities reports that the current valuation of A/H shares in the Apple supply chain is low, suggesting a potential recovery in sentiment as negative factors dissipate [1] Group 2 - Industrial Fulian's positive earnings forecast has led to a surge in related stocks, with Hongteng Precision nearing a 9% increase [2] - BYD Electronics is set to hold a board meeting on August 29 to approve its mid-term performance, which may further influence stock performance [2] - Companies like瑞声科技 (AAC Technologies) are diversifying their consumer electronics business, with optical and XR sectors expected to drive new growth [2]

Group 1 - Hongteng Precision (06088) saw a stock price increase of 10.03%, currently trading at HKD 3.51, with a transaction volume of HKD 353 million [2] - Industrial Fulian announced a 39% year-on-year increase in net profit for the first half of the year, with the GB200 series products ramping up production [3] - According to CMB International, issues related to metal connections, liquid cooling leakage, and heat dissipation are being optimized, leading to accelerated production of GB200 since April, with an expected total of 7,000 units in the first half of the year [3] Group 2 - The GB300 series is expected to enter sample production in the second half of the year, with mass production anticipated in the fourth quarter, projecting a total of 20,000 to 25,000 units for both GB200 and GB300 for the year [3] - The global AI server OEM/ODM leaders, including Industrial Fulian as a top-tier supplier for GB200 servers, are expected to benefit, along with component manufacturers such as BYD Electronics and Hongteng Precision for AI server products and connectors [3]

Group 1 - Hongteng Precision (06088) saw a rise of over 10%, currently up 9.4% at HKD 3.49, with a trading volume of HKD 337 million [1] - Industrial Fulian (601138) announced a 39% year-on-year increase in net profit for the first half of the year, with the GB200 series products ramping up production [1] - According to Zhaoyin International, issues related to metal connections, liquid cooling leakage, and heat dissipation are being optimized, leading to an acceleration in GB200 production since April, with an expected total of 7,000 cabinets in the first half of the year [1] Group 2 - The GB300 is set to enter sample production in the second half of the year, with mass production expected in the fourth quarter, and an annual forecast of 20,000-25,000 cabinets for both GB200 and GB300 [1] - The global AI server OEM/ODM leaders will continue to benefit, including Industrial Fulian as a top-tier supplier of GB200 servers, as well as manufacturers of server components such as connectors/interfaces, cooling, and power management [1] - Companies like BYD (002594) Electronics are ramping up production and shipment of AI server products, alongside Hongteng Precision's GB200/300 server connector products and liquid cooling components [1]

Core Viewpoint - Hongteng Precision (06088) has seen a stock price increase of over 10%, currently trading at 3.49 HKD with a transaction volume of 337 million HKD, indicating strong market interest [1] Group 1: Company Performance - Industrial Fulian announced a 39% year-on-year increase in net profit for the first half of the year, with the GB200 series products ramping up production [1] - The GB200 product line is expected to achieve a cumulative production of 7,000 units by the end of the first half, with the GB300 entering sample production in the second half and anticipated mass production in Q4 [1] Group 2: Market Outlook - 招银国际 (CMB International) highlighted that as issues related to metal connections, liquid cooling leaks, and thermal bottlenecks are being resolved, the production of GB200 has accelerated since April [1] - The total estimated production for GB200 and GB300 for the year is projected to be between 20,000 and 25,000 units, indicating strong demand in the AI server market [1] Group 3: Industry Beneficiaries - Global AI server OEM/ODM leaders, including Industrial Fulian as a top-tier supplier for GB200 servers, are expected to benefit from this growth [1] - Other beneficiaries include manufacturers of server components such as connectors, interfaces, thermal management, and power management, including BYD Electronics and Hongteng Precision for their GB200/300 server connector products and liquid cooling components [1]

Core Viewpoint - The Apple concept stocks in Hong Kong experienced a general rise, driven by Apple's significant stock price increase and strong financial performance in the Greater China region [1] Group 1: Stock Performance - Apple shares rose by 4.24% to $229.35, marking a weekly increase of 13.33%, the largest since July 2020 [1] - Apple's market capitalization surged by over $400 billion, reaching $3.4 trillion, solidifying its position as the third-largest company globally, behind Nvidia and Microsoft [1] Group 2: Financial Results - In the third quarter of fiscal year 2025, Apple's revenue from the Greater China region was $15.369 billion, reflecting a year-on-year growth of 4% [1]

智通财经APP获悉，港股今早探底回升，午后涨幅有所扩大，恒生指数成功站上两万五大关。截止收 盘，恒生指数涨0.69%或171点，报25081.63点，全日成交额为2457.48亿港元；恒生国企指数涨0.55%， 报8981.73点；恒生科技指数涨0.26%，报5546.73点。 国泰海通证券指出，年初以来的中国资产重估行情中，港股整体涨幅较A股更为可观，创新药、新消 费、AI应用等方向亮点纷呈。借鉴历史上港股占优行情，该行认为本轮行情或和其中的2012-2014年具 有一定相似性，港股表现强劲源于部分资产更具稀缺性。展望未来，港股稀缺性资产基本面更优，或吸 引南下持续流入，支撑港股继续向上。 蓝筹股表现 至6%，这带来显著的正向经营杠杆、竞争减少和盈利预估的提升。尽管近期表现优异，但如果增长得 以维持，该行认为该行业估值仍偏低。 1. 苹果概念表现亮眼。截至收盘，高伟电子(01415)涨9.62%，报29.86港元；鸿腾精密(06088)涨6.91%， 报3.25港元；舜宇光学(02382)涨3.3%，报76.75港元；蓝思科技(06613)涨2.93%，报21.1港元。 美国当地时间8月6日，苹果公司宣布追 ...

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7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 鴻騰六零八八精密科技股份有限公司 呈交日期: 2025年8月5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) | 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 | | 本月底結存 | | | 15,360,000,000 | USD | 0.01953125 | USD | | 300,000,000 | 本月 ...

消息面上，苹果近日发布2025财年第三财季财报。期内总营收达940.4亿美元，同比增长10%，创下自 2021年12月以来最强劲的季度营收增长；净利润为234.34亿美元，同比增长9%，摊薄每股收益1.57美 元，同比增长12%。值得注意的是，第三季度中，苹果的大中华区营收为153.69亿美元，同比增长4%， 中国市场有所回暖。 此外，美国总统特朗普近日发文称，自8月1日起，美国将对来自印度的商品征收25%的关税，外加一项 未披露额度的罚款。关税政策或直接波及到苹果的印度制造策略。Canalys的数据显示，二季度向美国 发货的2710万台智能手机中，印度组装的手机占了44%，而去年同期这一比例为13%。库克曾表示，预 计最快到2026财年，面向美国市场销售的iPhone生产线全部转移至印度。 苹果概念股尾盘涨幅扩大，截至发稿，比亚迪电子(00285)涨8.03%，报35.52港元；鸿腾精密(06088)涨 5.84%，报2.72港元；瑞声科技(02018)涨2.47%，报41.42港元；舜宇光学(02382)涨1.09%，报74.35港 元。 本文源自：智通财经网 ...

格隆汇7月31日丨FIT HON TENG(06088.HK)宣布，公司将于2025年8月12日（星期二）举行董事会会 议，藉以（其中包括）(i)考虑及批准集团截至2025年6月30日止六个月的中期业绩；及(ii)考虑派发中期 股息（如有）。 ...

鴻騰六零八八精密科技股份有限公司*（「本公司」，連同其附屬公司為「本集團」） 董事會（「董事會」）謹此宣佈，本公司將於二零二五年八月十二日（星期二）舉行董 事會會議，藉以（其中包括）(i)考慮及批准本集團截至二零二五年六月三十日止六 個月之中期業績；及(ii)考慮派發中期股息（如有）。 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。 （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） 董事會會議日期 香港，二零二五年七月三十一日 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 ...