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之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表明概不會就本公告全部或任何部分內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技（ 集 團 ）有 限 公 司 （於開曼群島註冊成立的有限公司） （股份代號：2382.HK） 截至二零二五年六月三十日止六個月 中期業績公告 業績摘要 截至二零二五年六月三十日止六個月，本集團未經審核的收入約人民幣（「人民 幣」）19,651,900,000元，較去年同期增加約4.2%。 截至二零二五年六月三十日止六個月，本集團的毛利約人民幣3,894,400,000 元，較去年同期增加約20.0%。毛利率則約19.8%，較去年同期增加約2.6個百分 點。 截至二零二五年六月三十日止六個月，本集團的本公司股東應佔期內溢利約人 民幣1,646,100,000元，較去年同期增加約52.6%。 財務業績 舜宇光學科技（集團）有限公司（「本公司」）董事（「董事」，各為一名「董事」）會 （「董事會 ...

8月19日上午，A股市场盘初走高，短线跳水后持续震荡。截至午间收盘，上证指数、深证成指均涨0.3%，创业板指涨0.39%。 全市场半日成交额达1.68万亿元，超3200只个股上涨。 盘面上，上午通信、计算机、食品饮料、房地产等板块走强，光模块、稀土、白酒、华为鸿蒙等概念股活跃；国防军工、非银金融、石油石化等板块回 调。 | Wind热门概念指数 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 稀土 | 白酒 | 光模块(CPO) | 光通信 | 4.74% | 4.56% | 3.38% | 3.43% | | 华为鸿蒙 | 光芯片 | 饮料制造 | 消费电子代工 | 2.87% | 2.86% | 2.86% | 2.69% | | 稀有金属 | 华为鲲鹏 | PEEK材料 | 光刻机 | -0.69% | -0.71% | 2.67% | 2.58% | | 化学原料 | 玻璃纤维 | 航母 | 挖掘机 | -0.83% | -0.86% | -0.87% | -0.95% | | 军工信息化 | 中航系 | 大飞机 ...

截至2025年8月19日 13:05，港股通科技ETF嘉实(520670)上涨0.99%，成分股东方甄选涨超11%，迈富时涨超8%，心动公司、中国软件国际等跟涨。 流动性方面，港股通科技ETF嘉实盘中换手23.04%，成交5796.79万元，市场交投活跃。 港股通科技ETF嘉实紧密跟踪恒生港股通科技主题指数，恒生港股通科技主题指数（「HSSCITI」）旨在反映能通过港股通买卖，业务与科技主题相关的香 港上市公司之表现。 消息面上，8月13日盘后，腾讯控股发布2025年中期及第二季度业绩报告，腾讯控股第二季度收入同比增长15%至1845亿元，超出市场预估的1789.4亿元； 净利润556.3亿元，同比增长17%。 国泰海通指出，展望下半年，港股牛途继续向上。尽管6月末以来港股表现偏弱，但美联储降息或临近，港币汇率持续承压现状或有望扭转，汇率对港股的 压制作用也将弱化。借鉴历史上港股占优行情，本轮港股强劲源于港股资产更具稀缺性，吸引增量资金不断流入。港股科技、消费类资产与当前AI应用、 新消费等产业趋势相关度更高，且基本面更优，相较A股而言仍具有稀缺性，有望吸引南向资金继续流入。AI应用加速落地中，充分受益AI周 ...

Market Overview - A-shares experienced a rise with the Shanghai Composite Index and Shenzhen Component Index both increasing by 0.3%, while the ChiNext Index rose by 0.39% [1] - The total market turnover reached 1.68 trillion yuan, with over 3,200 stocks rising [2] Sector Performance - Strong performance was noted in sectors such as telecommunications, computers, food and beverage, and real estate, while sectors like defense, non-bank financials, and oil and petrochemicals saw a pullback [2] - The optical module sector rose by 4.74%, rare earths by 4.56%, and liquor by 3.43% [3] Pharmaceutical Sector - The pharmaceutical sector saw a surge, particularly in innovative drugs, with stocks like Tuo Jing Life, Fu Rui Shares, and Bo Ji Pharmaceutical hitting the daily limit of 20% increase [6][7] - Notable stock performances included Tuo Jing Life at 23.09 yuan (+20.01%), Fu Rui Shares at 72.23 yuan (+20.00%), and Bo Ji Pharmaceutical at 13.15 yuan (+19.98%) [7] AI and Manufacturing - Shanghai's government released an implementation plan to accelerate the integration of AI and manufacturing, aiming to support 3,000 manufacturing enterprises in adopting intelligent applications [10][11] - The plan includes the establishment of 10 benchmark models and 100 benchmark intelligent products, as well as promoting the application of industrial robots in key industries [11] Robotics and AI Stocks - Stocks related to robotics and AI computing saw significant gains, with companies like Nan Fang Precision Engineering hitting the daily limit and achieving a historical high [12] - Other companies such as Far East Holdings and Chongda Technology also experienced notable increases [13] Huawei HarmonyOS - Stocks related to Huawei's HarmonyOS were active, with Chengmai Technology hitting a 20% increase, while other companies like Runhe Software and Changshan Beiming also saw substantial gains [14]

Market Overview - A-shares have been rising recently, with the Shanghai Composite Index and Shenzhen Component Index both up by 0.3%, and the ChiNext Index up by 0.39% as of the morning of August 19 [2][3] - The total trading volume in the market reached 1.68 trillion CNY, with over 3,200 stocks experiencing gains [3] Sector Performance - Strong performance was observed in sectors such as telecommunications, computers, food and beverage, and real estate, while sectors like defense, non-bank financials, and oil and petrochemicals saw a pullback [3] - The optical module sector saw a significant increase, with a 4.74% rise, while rare earths and liquor sectors also performed well [4][5] Pharmaceutical Sector - The pharmaceutical sector experienced a surge, particularly in innovative drugs, with multiple stocks hitting the daily limit up [6][7] - Notable stocks included Tuo Jing Life Sciences, Fu Rui Shares, and Bo Ji Pharmaceuticals, all achieving a 20% increase [8] AI and Robotics Development - Shanghai has launched an initiative to accelerate the integration of AI and manufacturing, aiming to implement smart applications in 3,000 manufacturing enterprises and establish 10 benchmark smart factories [12] - The initiative also emphasizes the deployment of industrial robots in high-risk and repetitive tasks to enhance production efficiency and safety [12] Stock Performance in Robotics and AI - Stocks related to robotics and AI saw a collective rise, with companies like Nan Fang Precision Engineering hitting the daily limit up and reaching a historical high [13] - Other companies such as Yuan Dong Shares and Chongda Technology also experienced significant gains [14] Smartphone Market Trends - The smartphone market in China saw a 4.1% decline in shipments in Q2, totaling 68.86 million units, ending a six-quarter growth streak [18] - Huawei regained the top position in the market after four years, followed by Vivo, OPPO, Xiaomi, and Apple [18]

Group 1 - The Hong Kong stock market indices opened higher but experienced fluctuations, with the Hang Seng Technology Index dropping over 0.5% [1] - The Hong Kong Stock Connect Automotive ETF (159323) saw a slight decline, with major holdings like BOE Technology Group, Xpeng Motors, Li Auto, and Leap Motor experiencing significant drops [1] - Leap Motor reported its first half-year net profit of 30 million yuan for the first half of 2025, becoming the second Chinese new car manufacturer to achieve half-year profitability after Li Auto [1] Group 2 - Guotai Junan Securities forecasts that Leap Motor's operations are expected to remain strong, with anticipated monthly sales growth in the second half of 2025 due to strong demand for its C and B series new models [1] - The years 2025 to 2026 are projected to be significant for new vehicle launches, with a high probability of successful products under a low-cost strategy, ensuring sustained sales growth [1] - Additional profit growth is expected from carbon emission credits, partnerships, and component businesses during 2025 to 2026, with sales and profits likely to exceed expectations [1][2]

Core Viewpoint - Bank of America Securities has upgraded AAC Technologies (02018) from "Neutral" to "Buy" due to improvements in fundamentals driven by smartphone component specification upgrades and a better environment for optical products [1] Financial Performance - The company is expected to achieve more stable growth and return to an upward cycle, with profit forecasts for 2025 to 2027 raised by 4% to 29% to reflect stronger margin performance [1] - Revenue is projected to experience double-digit growth from 2025 to 2027, with an improvement in profit margins [1] Valuation - The target price for AAC Technologies has been increased from HKD 44 to HKD 57, indicating a belief that more structural profit growth will support a revaluation of its stock [1] Market Position - The strategy of major competitor Sunny Optical Technology (02382) to shift towards the high-end market is expected to create greater growth opportunities for AAC Technologies in the mid-to-high-end market [1]

Core Viewpoint - Bank of America Securities has upgraded AAC Technologies (02018) from "Neutral" to "Buy" due to improvements in the company's fundamentals driven by smartphone component specification upgrades and a better environment for optical products [1] Financial Performance - The earnings forecast for AAC Technologies for 2025 to 2027 has been raised by 4% to reflect stronger profit margin performance [1] - The target price has been increased from HKD 44 to HKD 57, indicating a belief in more structural profit growth supporting a valuation reassessment [1] Market Outlook - Revenue for AAC Technologies is expected to achieve double-digit growth from 2025 to 2027, with profit margins also anticipated to improve [1] - The strategy of major competitor Sunny Optical Technology (02382) shifting towards the high-end market is expected to create greater growth opportunities for AAC Technologies in the mid-to-high-end market [1]

Core Viewpoint - Bank of America Securities has upgraded AAC Technologies' rating from "Neutral" to "Buy" due to improvements in the company's fundamentals driven by smartphone component specification upgrades and a better environment for optical products [1] Financial Projections - The earnings forecast for AAC Technologies for the years 2025 to 2027 has been raised by 4% to reflect stronger profit margins [1] - The target price for AAC Technologies has been increased from HKD 44 to HKD 57, indicating a potential for valuation reassessment based on more structural profit growth [1] Growth Expectations - Revenue for AAC Technologies is expected to experience double-digit growth from 2025 to 2027, alongside improvements in profit margins [1] - The strategic shift of major competitor Sunny Optical towards the high-end market is anticipated to create greater growth opportunities for AAC Technologies in the mid to high-end market segments [1]

Core Viewpoint - The Hong Kong stock market experienced a strong performance on August 18, with significant gains in technology, film, internet healthcare, and automotive sectors, indicating a positive market sentiment and potential investment opportunities in these areas [1]. Automotive Sector - The automotive sector led the market gains, with Great Wall Motors rising over 10% in the afternoon session. Huachuang Securities reported that the automotive industry continued its seasonal slowdown in early August, but the growth rate of new energy vehicles outpaced that of fuel vehicles. The firm maintains an optimistic outlook for volume and pricing in the second half of the year [1]. - The Hong Kong Stock Connect Automotive ETF (159323) saw a peak increase of nearly 3%, with notable performances from holdings such as BOE Technology Group, which surged over 20%, and Great Wall Motors, which rose over 10%. Other significant gainers included Tianneng Power, Dongyue Group, Minth Group, Leap Motor, and Geely Automobile [1]. - The Hong Kong Stock Connect Automotive ETF is based on the Hong Kong Stock Connect Automotive Index (931239.CSI), which focuses on the Hong Kong vehicle sector, particularly passenger vehicles, and includes emerging car manufacturers that are relatively scarce in A-shares. The index also encompasses key players in the intelligent driving industry, aligning with the trends in automotive sector development [1].