Group 1 - The optical communication sector is experiencing a rise in stock prices, with companies like Yangtze Optical Fibre and Cable (06869) up by 5.7% to HKD 37.08, Huiju Technology (01729) up by 5.69% to HKD 16.71, Cambridge Technology (06166) up by 5.68% to HKD 86.5, and Hong Teng Precision (06088) up by 3.33% to HKD 5.28 [1] - Youxun Co., Ltd. has initiated its subscription with an issue price of RMB 51.66 per share and a subscription limit of 0.45 million shares, recognized as a "national-level manufacturing single champion enterprise" in the optical communication field, focusing on the R&D, design, and sales of optical communication front-end transceiver chips [1] - Changjiang Securities has released a report indicating a surge in global AI computing power demand, with cloud service providers showing strong financial results and rapidly accumulating cloud orders, leading to increased capital expenditures and significant investment [1] Group 2 - The report highlights that the demand for data center interconnects is continuously rising, with optical chip production capacity fully loaded and a shortage of high-speed optical modules, prompting accelerated expansion [1] - There is an expansion in the production of optical fibers, high-speed cables, and liquid cooling equipment to meet the growing demand driven by AI and computing power [1]

（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） 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。 持續關連交易 延遲寄發通函 * 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。 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，二零二五年十二月五日 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。 茲提述鴻騰六零八八精密科技股份有限公司（「本公司」）日期為二零二五年十一月 十四日之公告（「該公告」），內容有關訂立框架協議及其項下擬進行的交易。除另 有界定外，本公告所用詞彙與該公告所界定者具有相同涵義。 ...

| 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 | 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: 鴻騰六零八八精密科技股份有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 ...

Group 1: Market Performance - The consumer electronics sector in the Hong Kong stock market showed strong performance, with notable gains from several companies including AAC Technologies (6.74%), Q Technology (4.40%), and GoerTek (3.80%) [1] - Specific stock price movements include AAC Technologies at 40.520 (+6.74%), Q Technology at 9.970 (+4.40%), and GoerTek at 31.140 (+3.80%) [2] Group 2: New Product Launch - Doubao, a subsidiary of ByteDance, has launched the Doubao Phone Assistant, marking a significant breakthrough in collaboration with smartphone manufacturers at the operating system level [3] - The Doubao Phone Assistant is designed for a smoother interaction experience and smarter functionality, differing from typical application-layer AI assistants [3] Group 3: Business Developments - Lens Technology has secured exclusive supply rights for key precision structural components and LIPO screen packaging for the Doubao phone, with the order value exceeding 100 million yuan and accounting for over 10% of the total device cost [4] - This project is expected to contribute significantly to Lens Technology's revenue growth as the Doubao phone is officially launched and iterated [4] Group 4: Industry Trends - Apple is reportedly preparing to launch its first foldable iPhone, the iPhone Fold, which is currently in the engineering verification and pre-production phase, with a potential release by the end of next year [5] - Market research predicts that global shipments of foldable smartphones will exceed 70 million units by 2025, with an annual growth rate surpassing 50%, driven by Apple's entry into the market [5]

Group 1 - The core viewpoint of the article highlights the active performance of Hong Kong-listed Apple concept stocks, with notable increases in share prices for several companies [1] Group 2 - AAC Technologies and Hon Teng Precision both saw their stock prices rise by over 4% [1] - Q Tech saw an increase of over 3% in its stock price [1] - Lens Technology experienced a stock price increase of over 2% [1]

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]