Core Viewpoint - AAC Technologies (02018) has seen a nearly 7% increase in stock price, currently trading at HKD 50.5, with a trading volume of HKD 643 million, ahead of its board meeting scheduled for August 21 to approve mid-year results [1] Financial Performance - According to CMB International, AAC Technologies is expected to report a year-on-year revenue growth of 24% and a net profit growth of 66% for the first half of the year, driven by upgrades in acoustic and haptic product specifications from major US clients, increased orders for thermal products, acquisition of automotive acoustic client orders, and improved profitability in optical business [1] Market Outlook - Bank of America Securities indicates that AAC Technologies is benefiting from upgrades in smartphone component specifications and an improved environment for optical products, suggesting a stabilization in growth and a return to an upward cycle [1] - The firm anticipates double-digit revenue growth for AAC Technologies from 2025 to 2027, along with improved profit margins [1] - The strategic shift of major competitor Sunny Optical towards the high-end market is expected to create greater growth opportunities for AAC Technologies in the mid to high-end market segments [1]
瑞声科技再涨近7% 本周四将发业绩 机构此前预计公司上半年纯利增长66%