Core Viewpoint - 富智康集团 has been actively repurchasing its shares, indicating a strong commitment to enhancing shareholder value and confidence in its stock performance [1][2]. Share Buyback Summary - On December 2, 富智康集团 repurchased 400,000 shares at prices ranging from HKD 19.040 to HKD 19.300, totaling HKD 7.7062 million [1]. - The stock closed at HKD 19.770 on the same day, reflecting a 5.38% increase with a total trading volume of HKD 43.7507 million [1]. - Since November 25, the company has conducted share buybacks for six consecutive days, accumulating a total of 953,000 shares repurchased for a total amount of HKD 18.1320 million, with a cumulative stock price increase of 3.62% during this period [1][2]. Year-to-Date Buyback Activity - Year-to-date, 富智康集团 has executed 60 buyback transactions, repurchasing a total of 16.7146 million shares for a cumulative amount of HKD 98.3891 million [2].

Market Overview - The Hong Kong stock market showed mixed performance with the Hang Seng Index closing at 26,095 points, the Hang Seng China Enterprises Index up by 0.11%, and the Hang Seng Tech Index down by 0.37% [3][4] - Southbound capital recorded a net inflow of 4.1 billion HKD today [3][4] Technology Sector - Major tech stocks exhibited divergent trends, with Meituan down over 3%, while Alibaba, Xiaomi, and NetEase saw gains [3][5] - The overall market sentiment is supported by the growth of China's tech industry, particularly in AI, and favorable policies from the 14th Five-Year Plan [5] Heavy Machinery Sector - Heavy machinery stocks experienced a significant rally, with Sany Heavy Industry rising over 5% and other companies like Zoomlion and China Longgong also reporting gains [7][8] - The heavy truck market in China saw sales of approximately 100,000 units in November, marking a year-on-year increase of about 46% [7] Insurance Sector - Insurance stocks showed recovery, with China Pacific Insurance, China Life, and China People's Insurance Group rising by 3.32%, 2.78%, and 2.54% respectively [9] - Analysts believe that the impact of real estate sector fluctuations on insurance companies is limited, and a rebound in the insurance liability side is expected [9] New Energy Vehicle Sector - The new energy vehicle sector faced declines, with NIO down 6.74%, XPeng down 5.52%, and Li Auto down 0.78% [10] - November sales data revealed XPeng delivered 36,728 vehicles (up 19% year-on-year), NIO delivered 36,275 vehicles (up over 76%), while Li Auto saw a decline of over 30% with 33,181 vehicles delivered [10] Innovation Drug Sector - The innovation drug sector weakened, with companies like Peijia Medical and WuXi AppTec experiencing declines of 10.36% and 5.13% respectively [13][14] - Analysts suggest that the innovation drug sector is sensitive to global financing conditions, and a potential easing of monetary policy could lead to a systemic recovery in valuations [14]

致：香港交易及結算所有限公司 公司名稱: 富智康集團有限公司 呈交日期: 2025年12月2日 I. 法定/註冊股本變動 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11月30日 狀態: 新提交 FF301 FF301 II. 已發行股份及/或庫存股份變動 | 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) | 02038 | 說明 | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | 783,464,186 | | 4,985,814 | | 788,450,000 | | 增加 / 減少 (-) | | | -1,340,000 | | 1,340,000 | | | | 本月底結存 | | | 782,124,186 | | 6,325,814 | | 788,450, ...

Group 1 - The company, FIH Mobile Limited (富智康集团), announced a share buyback on December 2, 2025, costing HKD 7.7062 million to repurchase 400,000 shares [1] - The buyback price ranged from HKD 19.04 to HKD 19.30 per share [1]

Core Viewpoint - 富智康集团 announced a share buyback plan, indicating confidence in its stock value and future prospects [1] Group 1: Company Actions - The company will repurchase 400,000 shares at a total cost of 7.7062 million HKD [1] - The buyback price per share ranges from 19.04 to 19.3 HKD [1]

Group 1 - The company,富智康集团, announced a share buyback plan on December 2, 2025, involving an expenditure of HKD 7.7062 million to repurchase 400,000 shares [1] - The repurchase price per share ranges from HKD 19.04 to HKD 19.30 [1]

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： 富智康集團有限公司 呈交日期： 2025年12月2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) | 02038 | 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（不包括庫存股份）數 目 | | 佔有關事 ...

Group 1: Market Performance - The consumer electronics sector in the Hong Kong stock market showed strong performance, with notable gains from several companies including AAC Technologies (6.74%), Q Technology (4.40%), and GoerTek (3.80%) [1] - Specific stock price movements include AAC Technologies at 40.520 (+6.74%), Q Technology at 9.970 (+4.40%), and GoerTek at 31.140 (+3.80%) [2] Group 2: New Product Launch - Doubao, a subsidiary of ByteDance, has launched the Doubao Phone Assistant, marking a significant breakthrough in collaboration with smartphone manufacturers at the operating system level [3] - The Doubao Phone Assistant is designed for a smoother interaction experience and smarter functionality, differing from typical application-layer AI assistants [3] Group 3: Business Developments - Lens Technology has secured exclusive supply rights for key precision structural components and LIPO screen packaging for the Doubao phone, with the order value exceeding 100 million yuan and accounting for over 10% of the total device cost [4] - This project is expected to contribute significantly to Lens Technology's revenue growth as the Doubao phone is officially launched and iterated [4] Group 4: Industry Trends - Apple is reportedly preparing to launch its first foldable iPhone, the iPhone Fold, which is currently in the engineering verification and pre-production phase, with a potential release by the end of next year [5] - Market research predicts that global shipments of foldable smartphones will exceed 70 million units by 2025, with an annual growth rate surpassing 50%, driven by Apple's entry into the market [5]

Core Viewpoint - The Hong Kong stock market saw a continued rise in Apple-related stocks, driven by positive supply chain news regarding the upcoming iPhone Fold, which is expected to be released by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronics (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% to 5.120 [2] - Q Technology (丘钛科技) gained 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) saw a slight increase of 1.13% to 30.340 [2] Group 2: Product Development - Apple's first foldable phone, the iPhone Fold, has entered the Engineering Validation Test (EVT) and pre-production stages, with only minor design adjustments remaining [1] - Recent supply chain reports indicate that component manufacturers are already in a state of readiness, suggesting that the final design of the iPhone Fold is largely confirmed and a release is highly probable next year [1]

Core Viewpoint - The Apple concept stocks in the Hong Kong market continue to rise, driven by news regarding the upcoming release of Apple's first foldable phone, the iPhone Fold, which is expected to be launched by the end of next year [1] Group 1: Stock Performance - AAC Technologies (瑞声科技) rose over 4.21% to a price of 39.560 [2] - BYD Electronic (比亚迪电子) increased by 2.96% to 34.800 [2] - Hon Teng Precision (鸿腾精密) saw a rise of 2.81% [2] - Q Technology (丘钛科技) grew by 2.41% to 9.780 [2] - Lens Technology (蓝思科技) increased by 2.06% to 25.760 [2] - Sunny Optical Technology (舜宇光学科技) rose by 1.41% to 68.400 [2] - GoerTek (高伟电子) increased by 1.13% to 30.340 [2] Group 2: Product Development - The iPhone Fold has entered the Engineering Validation Test (EVT) and pre-production phases, with only minor design adjustments remaining [1] - Supply chain sources indicate that component manufacturers are already in a state of readiness to supply parts to assembly factories, suggesting that the final design of the iPhone Fold is largely confirmed [1]