Core Viewpoint - Tenghong Precision (06088) has seen a significant stock increase of over 10%, currently up 11.34% at HKD 4.33, with a trading volume of HKD 893 million, following the announcement of new Apple products at the 2025 fall event [1] Company Summary - Tenghong Precision is the fourth largest connector manufacturer globally, with products spanning consumer electronics, mobile devices, communication infrastructure, automotive, and industrial sectors, serving major tech companies including Apple [1] - The company is actively pursuing automation in its supply chain to maintain orders from Apple, indicating a shift towards automated processes among suppliers [1] Industry Outlook - Longjiang Securities reports that Tenghong Precision is not only deepening its involvement in the electric vehicle and consumer electronics sectors but is also embracing the AI era [1] - Products such as optical modules, connectors, and liquid cooling are expected to lead in demand driven by artificial intelligence and data centers [1] - The company is leveraging its global layout and manufacturing capabilities to convert AI's potential into solid growth, with projected revenues of USD 4.915 billion, USD 5.558 billion, and USD 6.274 billion for 2025-2027, and net profits of USD 177 million, USD 218 million, and USD 267 million respectively [1]
港股异动 | 腾鸿精密(06088)涨超10% 公司积极拥抱AI时代 机构称盈利增长可期