Core Viewpoint - The optical communication sector is experiencing a significant rise, driven by the increasing demand for high-speed optical transceiver modules due to the growth of AI data centers and cloud computing infrastructure [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 7.01%, reaching HKD 5.65 [1] - Changfei Optical Fiber and Cable (06869) rose by 4.02%, reaching HKD 37.78 [1] - Cambridge Technology (06166) saw a 3.47% increase, reaching HKD 89.5 [1] - Huiju Technology (01729) grew by 0.59%, reaching HKD 17.12 [1] Group 2: Market Research Insights - TrendForce's latest report indicates that the global shipment of optical transceiver modules above 800G is expected to reach 24 million units by 2025 and nearly 63 million units by 2026, representing a growth of 2.6 times [1] - The report highlights a severe supply bottleneck in laser light sources at the upstream supply chain due to the high demand for 800G optical transceiver modules [1] Group 3: Industry Outlook - CICC believes that the AI technology revolution and energy revolution are driving demand from upstream raw materials to midstream manufacturing, leading to improved performance for listed companies [1] - The trend of growth in the industry remains upward, with a focus on domestic computing power, optical modules, and cloud computing infrastructure in December [1] - Applications to watch include robotics, consumer electronics, intelligent driving, and software applications as AI applications continue to be implemented [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。 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，二零二五年十二月八日 為舉行股東特別大會 而暫停辦理股份過戶登記期間 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（「建議 事項」）。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。 董事會宣佈，本公司預期將於二零二五年十二月三十日（星期二）舉行股東特別大 會（「股東特別大會」），以考慮並酌情批准建議事項。一份載有有關建議事項之決 議案詳情之通函及股東特別大會通告將於適當時候寄發予股東。 本公司將自二零二五年十二月二十三日（星期二）至二零二五年十二月三十日（星 期二）（包括首尾兩日）暫停辦理股份過戶登記，於此期間內不會進行股份過戶登 記。為符合資格出席股東特別大會及於會上投票，所有過戶文件連同相關股份證 書及已填妥及簽署的 ...

每经AI快讯，港股光通信概念逆市走高。截至发稿，长飞光纤光缆(06869.HK)涨5.7，报37.08港元；汇 聚科技(01729.HK)涨5.69%，报16.71港元；剑桥科技(06166.HK)涨5.68%，报86.5港元；鸿腾精美 (06088.HK)涨3.33%，报5.28港元。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint is that optical communication concept stocks are rising against the market trend [1][3] - Changfei Fiber Optics (06869) increased by 5.70%, trading at HKD 37.08 [1][3] - Huiju Technology (01729) rose by 5.69%, trading at HKD 16.71 [1][3] - Cambridge Technology (06166) saw an increase of 5.68%, trading at HKD 86.5 [1][3] - Hong Teng Precision (06088) increased by 3.33%, trading at HKD 5.28 [1][3]

Core Viewpoint - The optical communication sector is experiencing a rise in stock prices despite market conditions, driven by strong demand for AI computing power and related infrastructure [1] Group 1: Stock Performance - Changfei Optical Fiber (601869) shares increased by 5.7%, reaching HKD 37.08 [1] - Huiju Technology (01729) shares rose by 5.69%, priced at HKD 16.71 [1] - Cambridge Technology (603083) shares climbed by 5.68%, trading at HKD 86.5 [1] - Hong Teng Jing Mei (06088) shares went up by 3.33%, now at HKD 5.28 [1] Group 2: Company Developments - Youxun Co., Ltd. has initiated its subscription with an issue price of CNY 51.66 per share and a subscription limit of 0.45 million shares [1] - Youxun is recognized as a "national-level manufacturing champion" in the optical communication field, focusing on the R&D, design, and sales of optical communication front-end transceiver chips [1] Group 3: Industry Insights - Changjiang Securities reports a surge in global AI computing power demand, with cloud service providers showing strong financial results and rapidly accumulating cloud orders [1] - Capital expenditures are being revised upwards, with significant increases in investment [1] - There is a growing demand for data center interconnects, leading to full capacity in optical chip production and a shortage of high-speed optical modules [1] - Expansion in optical fiber, high-speed cables, and liquid cooling equipment is accelerating [1] - The AI and computing sector is on a strong upward trajectory [1]

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]