Group 1 - The Hang Seng Index Company launched the Hang Seng Hong Kong Stock Connect Electronic Industry Theme Index, which reflects the performance of Hong Kong-listed companies related to the electronic industry, including semiconductors, telecommunications equipment, and IT devices [1] - The index consists of 40 stocks, which are the highest market capitalization companies that meet the electronic theme criteria, and it will be reviewed semi-annually with quarterly adjustments to weightings [1] - Component stocks include AAC Technologies, TCL Electronics, SMIC, Lenovo Group, and ZTE Corporation [1] Group 2 - AAC Technologies reported a revenue of 13.32 billion yuan for the first half of 2025, representing an 18.4% year-on-year increase, and a net profit of 876 million yuan, which is a significant increase of 63.1% year-on-year [1] - The company invests 7%-10% of its revenue in R&D annually, with R&D centers located in 19 countries and regions, and has accumulated over 18,000 global patent applications [1] - AAC Technologies is actively expanding into various industries, including smartphones, smart cars, AI infrastructure, virtual reality, augmented reality, and smart home technologies [1] Group 3 - Following the acquisition of global waveguide leader Dispelix, AAC Technologies is set to mass-produce its next-generation AR products, with large-scale deliveries expected in 2026 [2] - The company's high-value core components, particularly waveguides, optical engines, and acoustics, are positioned to penetrate the Google/META supply chain, potentially unlocking value growth in the global high-end market [2]
瑞声科技入选“恒生港股通电子业主题指数”