表格類別： 股票 狀態： 新提交 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 公司名稱： 瑞聲科技控股有限公司（於開曼群島註冊成立之有限公司） FF305 FF305 確認 不適用 第一章節註釋： 若股份曾以超過一個每股價格發行/出售/購回/贖回，則須提供每股成交量加權平均價格。 若購回/贖回股份將於期終結存日期之後購回/贖回結算完成之時予以註銷，則該等購回/贖回股份仍屬A部所述期終結存當日的已發行股份的一部分。該等購回/贖回股份的詳情應在B部作 出披露。 呈交日期： 2025年10月22日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 ...

Core Insights - Apple's COO Sabih Khan praised the problem-solving capabilities of Chinese suppliers, highlighting the strategic value of AAC Technologies as a core supplier in defining technology standards and advancing manufacturing processes [1] - AAC Technologies has been collaborating with Apple for 17 years, with a significant increase in product shipments from 2 million to 610 million units annually, indicating a deep strategic partnership [2] - The VC vapor chamber is becoming a standard for high-end devices, with AAC Technologies positioned as a key supplier, benefiting from the rising demand for efficient thermal management solutions in AI smartphones [3] Company Overview - AAC Technologies has achieved full automation in its production processes for VC vapor chambers, providing a competitive edge through complete control over the manufacturing chain [4] - The company has developed various production techniques for different materials used in VC chambers and has a planned monthly capacity of nearly 30 million units, ensuring robust support for large client orders [4] Strategic Transition - AAC Technologies is transitioning from a consumer electronics component supplier to a core hardware platform for AI computing, expanding its market reach into sectors like smart vehicles and AI servers [5] - The company's strategic shift is expected to enhance its valuation as it moves from traditional consumer electronics to high-growth AI infrastructure, supported by partnerships with leading global users [5][6] Market Dynamics - The focus of the market is shifting from short-term performance to the fundamental transformation of AAC Technologies' business model, which is expected to drive structural improvements in profit margins and valuation [6]

Core Insights - Apple's stock price reached an all-time high, boosting the Hong Kong market with significant gains in Apple-related stocks [1] - Strong demand for the new iPhone generation is indicated, with iPhone 17 series sales outperforming the iPhone 16 series in the first ten days of launch [1] Stock Performance Summary - **Highway Electronics (01415)**: Increased by 5.36%, latest price at 33.820, market cap at 29.355 billion, year-to-date increase of 19.51% [2] - **Hongteng Precision (06088)**: Increased by 5.03%, latest price at 5.850, market cap at 42.726 billion, year-to-date increase of 60.27% [2] - **Lens Technology (06613)**: Increased by 5.00%, latest price at 26.900, market cap at 142.148 billion, year-to-date increase of 48.86% [2] - **AAC Technologies (02018)**: Increased by 4.18%, latest price at 40.900, market cap at 48.041 billion, year-to-date increase of 9.77% [2] - **Q Technology (01478)**: Increased by 3.28%, latest price at 14.780, market cap at 17.581 billion, year-to-date increase of 137.24% [2] - **Sunny Optical Technology (02382)**: Increased by 3.94%, latest price at 81.700, market cap at 89.446 billion, year-to-date increase of 19.59% [2] - **Fii Group (02038)**: Increased by 3.62%, latest price at 18.910, market cap at 14.801 billion, year-to-date increase of 105.54% [2] - **BYD Electronics (00285)**: Increased by 3.46%, latest price at 40.100, market cap at 90.354 billion, year-to-date decrease of 3.21% [2]

Core Insights - Apple's stock price reached an all-time high, boosting the share prices of related companies in the Hong Kong market [1] - Strong demand for the new iPhone 17 series is indicated, with sales in the first ten days surpassing those of the iPhone 16 series by 14% in both the US and China [1] Company Performance - Gawei Electronics saw a price increase of 5.36%, with a market capitalization of 293.55 billion and a year-to-date increase of 19.51% [2] - Hongteng Precision rose by 5.03%, with a market cap of 427.26 billion and a year-to-date increase of 60.27% [2] - Lens Technology increased by 5.00%, with a market cap of 1,421.48 billion and a year-to-date increase of 48.86% [2] - AAC Technologies experienced a 4.18% rise, with a market cap of 480.41 billion and a year-to-date increase of 9.77% [2] - Q Technology's stock rose by 3.28%, with a market cap of 175.81 billion and a year-to-date increase of 137.24% [2] - Sunny Optical Technology increased by 3.94%, with a market cap of 894.46 billion and a year-to-date increase of 19.59% [2] - FIH Mobile saw a 3.62% rise, with a market cap of 148.01 billion and a year-to-date increase of 105.54% [2] - BYD Electronics increased by 3.46%, with a market cap of 903.54 billion but a year-to-date decrease of 3.21% [2]

瑞声科技（02018）发布公告，于2025年10月17日斥资1159.9万港元回购30万股。 来源：新浪港股 ...

Core Viewpoint - AAC Technologies has been actively repurchasing its shares, indicating a strategy to enhance shareholder value amidst market fluctuations [2][3][4] Summary by Category Share Buyback Activity - On October 17, AAC Technologies repurchased 300,000 shares at prices ranging from HKD 38.480 to HKD 38.800, totaling HKD 11.5988 million [2] - The stock closed at HKD 38.640 on the same day, reflecting a decline of 5.15% with a total trading volume of HKD 263 million [2] - Year-to-date, the company has conducted 70 buyback transactions, acquiring a total of 21.782 million shares for an aggregate amount of HKD 846 million [2] Detailed Buyback Information - The buyback details include various dates, number of shares repurchased, highest and lowest prices, and total amounts spent, showcasing a consistent buyback strategy throughout the year [3][4] - Notable buyback transactions include: - 30,000 shares on May 30 at a maximum price of HKD 36.500, totaling HKD 10.8926 million [3] - 90,000 shares on April 17 at a maximum price of HKD 33.800, totaling HKD 30.0605 million [3] - 260,000 shares on April 8 at a maximum price of HKD 34.900, totaling HKD 87.7144 million [3]

Core Viewpoint - AAC Technologies (02018) announced a share buyback plan, intending to repurchase 300,000 shares for a total expenditure of HKD 11.599 million [1] Group 1 - The company plans to execute the buyback on October 17, 2025 [1]

格隆汇10月17日丨瑞声科技(02018.HK)发布公告，2025年10月17日耗资1159.88万港元回购30万股，回 购价格每股38.48-38.8港元。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 瑞聲科技控股有限公司（於開曼群島註冊成立之有限公司） 呈交日期： 2025年10月17日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02018 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | 事件 | | 已發行股份（不包 ...

Core Insights - Apple COO Sabih Khan visited AAC Technologies' factory in Changzhou, Jiangsu, to observe the first fully automated ultra-thin vapor chamber production line [1][6] - The collaboration between AAC Technologies and Apple has spanned 17 years, evolving from providing microphones for MacBooks to supplying various components for iPhones, MacBooks, and Apple Watches [6][5] Group 1: Innovation and Automation - Sabih Khan praised AAC Technologies for its problem-solving capabilities and creativity in smart manufacturing, highlighting the importance of the vapor chamber in supporting gaming performance for the iPhone 17 Pro [3][6] - The production process for the vapor chamber module is fully automated, with robots handling everything from raw material input to finished product output [7][9] - The production line includes advanced features such as a water injection and degassing system, ensuring high precision and low tolerance in manufacturing [9] Group 2: Environmental Initiatives - Apple announced that over 90% of its manufacturing in China now uses renewable energy, a milestone achieved through collaboration with suppliers over the past decade [10] - AAC Technologies has joined Apple's clean energy initiatives, including projects focused on zero waste and clean water, and has implemented the use of 100% recycled copper materials in its production [10] Group 3: Talent Development - AAC Technologies and Apple have developed specialized automation training programs, resulting in 759 employees receiving training to enhance their automation skills [10] - The training initiative has led to significant skill improvements among employees, exemplified by an employee who achieved internal instructor certification [10]