格隆汇8月8日丨瑞声科技(02018.HK)公告，公司将于2025年8月21日(星期四)举行董事会会议，以批准 (其中包括)公司及其附属公司截至2025年6月30日止6个月的未经审核中期业绩，以及考虑派发中期股息 建议，如有。 ...

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，並明確表示概不就因本公告全部或任何部份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。 (於開曼群島註冊成立之有限公司) (股份代號 : 2018) 何紹德 香港，2025年8月8日 於本公告日期，董事會成員為潘政民先生、莫祖權先生及吳春媛女士，以及三位獨立 非執行董事張宏江先生、郭琳廣先生和彭志遠先生。 代表董事會 瑞聲科技控股有限公司 聯席公司秘書 董事會會議日期 瑞聲科技控股有限公司（「本公司」）董事會（「董事會」）謹此宣佈， 本公司將於2025年8月21日（星期四）舉行董事會會議，以批准（其中 包括）本公司及其附屬公司截至2025年6月30日止六個月的未經審核中 期業績， 以及考慮派發中期股息之建議，如有。 ...

Core Viewpoint - AAC Technologies (02018) has seen a stock price increase of over 6%, currently trading at HKD 43.54 with a transaction volume of HKD 266 million, following the completion of the second tranche of shares acquisition of Premium Sound Solutions (PSS) [1] Group 1: Acquisition Details - AAC Technologies has completed the acquisition of the second tranche of shares in Premium Sound Solutions, making PSS an indirect wholly-owned subsidiary [1] - The first tranche of 80% equity in PSS was completed in February of the previous year [1] - PSS is a well-established European automotive acoustics company, with its in-car speakers already dominating the market among top-tier automotive manufacturers in Europe and the US [1] Group 2: Financial Performance - According to recent research from CMB International, AAC Technologies is expected to see a year-on-year revenue growth of 24% and a net profit growth of 66% for the first half of the year [1] - The growth is driven by upgrades in acoustic and haptic product specifications from major US clients, increased orders for thermal products, acquisition of automotive acoustic clients, and improved profitability in optical business [1] Group 3: Future Outlook - Looking ahead to the second half of the year and into 2026, AAC Technologies is well-positioned to capitalize on new opportunities and trends in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics, thanks to its technological advantages across multiple product lines [1]

Core Viewpoint - AAC Technologies (02018) has seen a stock price increase of over 6%, currently trading at HKD 43.54, with a transaction volume of HKD 266 million, following the completion of the second tranche of shares acquisition of Premium Sound Solutions (PSS) [1] Group 1: Company Developments - On July 31, AAC Technologies announced the completion of the second tranche of shares acquisition of PSS, which is now an indirect wholly-owned subsidiary of AAC Technologies [1] - Last year, AAC Technologies completed the first tranche acquisition of 80% of PSS [1] - PSS is a well-established European automotive acoustics company, whose in-car speakers have already captured the market of leading automotive manufacturers in Europe and the US [1] Group 2: Financial Performance - According to a recent report by CMB International, AAC Technologies is expected to see a year-on-year revenue growth of 24% and a net profit growth of 66% for the first half of the year [1] - The growth is driven by upgrades in acoustic and haptic product specifications from major US clients, increased orders for thermal products, acquisition of automotive acoustic clients, and improved profitability in optical business [1] Group 3: Future Outlook - Looking ahead to the second half of the year and into 2026, the company is well-positioned to capitalize on new opportunities and upgrade trends in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics, thanks to its technological advantages across multiple product lines [1]

Core Viewpoint - 招银国际 raised the target price for 瑞声科技 from HKD 58.78 to HKD 63.54, maintaining a "Buy" rating, reflecting strong growth in optical and precision components business [1] Group 1: Financial Performance - 瑞声科技's revenue and net profit are expected to grow by 24% and 66% year-on-year for the first half of the year, driven by upgrades in acoustic and haptic products for major US clients, increased orders for thermal products, and improved profitability in optical business [1] - Earnings per share forecasts for 2025 to 2027 have been raised by 8% to 12% due to better-than-expected growth in optical and precision structure components [1] Group 2: Market Opportunities - 瑞声科技 is well-positioned to capitalize on new opportunities in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics, leveraging its technological advantages across multiple product lines [1] - The global and Chinese smart glasses markets are expected to grow by 43% and 121% year-on-year, respectively, with 瑞声科技 benefiting from this trend as more tech companies enter the AI glasses market [2] Group 3: Product Development - In the AI glasses sector, 瑞声科技 has achieved system-level design integration of sound, light, and touch, successfully shipping products to notable domestic clients [2] - The company is transitioning to a system-level perception solution provider in the robotics field, showcasing a range of micro-motor products at CES 2025, which are applied in robotic dexterous hands [2] - In the smart automotive sector, 瑞声科技 is enhancing its physical AI ecosystem through acquisitions, with products being widely used in both traditional and new automotive brands [2]

Core Viewpoint - 招银国际 raised the target price for 瑞声科技 from HKD 58.78 to HKD 63.54, maintaining a "Buy" rating, reflecting strong growth in optical and precision components business [1] Group 1: Financial Performance - 瑞声科技's revenue and net profit are expected to grow by 24% and 66% year-on-year for the first half of the year, driven by upgrades in acoustic and haptic products, increased orders for thermal products, and improved profitability in optical business [1] - The earnings per share forecast for 瑞声科技 for 2025 to 2027 has been increased by 8% to 12% [1] Group 2: Market Opportunities - 瑞声科技 is well-positioned to capitalize on new opportunities in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics due to its technological advantages across multiple product lines [1] - The global and Chinese smart glasses markets are expected to grow by 43% and 121% year-on-year, respectively, with 瑞声科技 benefiting from this demand surge [2] Group 3: Product Development - In the AI glasses sector, 瑞声科技 has achieved a collaborative design of sound, light, and touch, successfully shipping products to notable domestic clients [2] - 瑞声科技 showcased its micro-motor product matrix at CES 2025, which includes high-performance rotary motors and innovative composite drive modules, applicable in robotic dexterous hands [2] - The automotive acoustic sector is evolving, with 瑞声科技 enhancing its physical AI ecosystem through acquisitions, expanding its product applications across traditional and new automotive brands [2]

Core Viewpoint - AAC Technologies (02018) has seen a stock increase of over 3%, currently trading at 41.25 HKD with a transaction volume of 83.97 million HKD, following the announcement of a proposed acquisition of Acoustics Solutions International B.V. [1] Group 1: Acquisition Details - The second tranche of the acquisition is set to be completed by July 31, 2025, with a total purchase price of 128.6 million USD, including interest [1] - Upon completion of the second tranche, the target company will become a wholly-owned subsidiary of AAC Technologies [1] Group 2: Business Performance - Following the acquisition of Premium Sound Solutions (PSS) last year, AAC Technologies' automotive acoustics business has rapidly developed, generating revenue of 3.52 billion CNY with a gross margin of 24.8% [1] - PSS's automotive speakers have captured significant market share among leading automotive brands in Europe and the US, and AAC Technologies has successfully supplied to domestic new energy vehicle companies such as Li Auto, Xiaomi, Geely, and XPeng [1] - PSS has a 15%-20% global market share in automotive acoustics, with a higher share in the mid-to-high-end market segment [2]

Core Viewpoint - AAC Technologies (瑞声科技) has seen a stock price increase of over 3%, currently trading at HKD 41.25, following the announcement of its acquisition of Acoustics Solutions International B.V. [1] Group 1: Acquisition Details - The second tranche of the acquisition is set to be completed by July 31, 2025, with a total purchase price of USD 128.6 million, including interest [1] - After the completion of the second tranche, the target company will become a wholly-owned subsidiary of AAC Technologies [1] Group 2: Business Performance - The acquisition of Premium Sound Solutions (PSS) has significantly boosted AAC Technologies' automotive acoustics business, generating revenue of CNY 3.52 billion with a gross margin of 24.8% [1] - PSS's automotive speakers have captured the market among leading automotive brands in Europe and the US, and the company has successfully supplied to domestic new energy vehicle manufacturers such as Li Auto, Xiaomi, Geely, and XPeng [1] Group 3: Company Background - PSS, headquartered in Belgium, is a well-established automotive acoustics company with 50 years of history and a global manufacturing presence [2] - The company holds a market share of 15%-20% globally, with a higher share in the mid-to-high-end market segment [2]

Core Viewpoint - AAC Technologies has completed the acquisition of the second batch of shares in Premium Sound Solutions (PSS), making PSS an indirect wholly-owned subsidiary of AAC Technologies [1] Group 1: Acquisition and Market Impact - AAC Technologies acquired 80% of PSS in February last year, leading to a steady increase in its global automotive market share and the establishment of a vertically integrated solution encompassing speakers, amplifiers, algorithms, and tuning services [3] - The automotive acoustics business of AAC Technologies has seen rapid growth, with revenue reaching 3.52 billion yuan and a gross margin of 24.8% [3] - PSS's automotive speakers have captured significant market share among top-tier automotive manufacturers in Europe and the US, and after the acquisition, AAC Technologies has successfully supplied to domestic new energy vehicle companies such as Li Auto, Xiaomi, Geely, and XPeng [3] Group 2: Ratings and Market Position - Moody's has upgraded the rating outlook for AAC Technologies from "stable" to "positive," citing the ongoing synergy effects from the acquisition of PSS and improvements in the company's diversified business structure [3] - CLSA's latest research report indicates that AAC Technologies is the sole supplier of the Xiaomi SU7 smart cockpit speakers, and the Xiaomi YU7 series smart cockpit speakers are co-developed with AAC Technologies, with all units supplied by AAC Technologies [3] Group 3: PSS Company Profile - PSS, headquartered in Belgium, is a well-established European automotive acoustics company with 50 years of history and a diversified global manufacturing layout [4] - PSS serves mainstream automotive brands, including Audi, BMW, Mercedes-Benz, Land Rover, and Buick, with a global market share of 15%-20%, and a higher proportion in the mid-to-high-end market [4]

FF301 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: 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8月1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) | 02018 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | | 0.01 | USD | | 50,000,000 | | 增加 / 減少 (-) | | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | | 0.01 | USD | | 5 ...