据港交所11月18日披露，苏州东山精密（002384）制造股份有限公司(简称：东山精密，002384.SZ)递 表港交所主板，瑞银集团、海通国际、广发证券和中信证券为其联席保荐人。招股书显示，东山精密是 一家专注于智能制造领域、具备全球化视野与布局的创新驱动型公司。公司从事PCB、精密组件、触控 面板及液晶显示模组及光模块产品的全球设计、生产和销售。根据灼识咨询的资料，以2024年收入计， 公司是全球第一大边缘AI设备PCB供应商、全球第二大软板供应商和全球前三大PCB供应商。 | ■纂[項下的[編纂]數目 : [編纂]股H股(視乎[編纂]行使與否 | | --- | | 而定) | | 香港[编纂]數目 : [编纂]股H股(可予[编纂]) | | 國際[編纂]數目 : [编纂]股H股(可予[编纂]及視乎 | | [编纂]行使與否而定) | | 最高编纂] ። 每股H股[編纂]港元,另加1.0%經紀佣金、 | | 0.0027%證監會交易做費、0.00565%聯交所 | | 交易費及0.00015%會財局交易微費(須於 | | 申請時以港元繳足,多繳股款可予退還) | | 面值 : 每股H股人民幣1.00元 ...

智通财经APP获悉，据港交所11月18日披露，苏州东山精密制造股份有限公司(简称：东山精密， 002384.SZ)递表港交所主板，瑞银集团、海通国际、广发证券和中信证券为其联席保荐人。招股书显 示，东山精密是一家专注于智能制造领域、具备全球化视野与布局的创新驱动型公司。公司从事PCB、 精密组件、触控面板及液晶显示模组及光模块产品的全球设计、生产和销售。根据灼识咨询的资料，以 2024年收入计，公司是全球第一大边缘AI设备PCB供应商、全球第二大软板供应商和全球前三大PCB供 应商。 (テレ发证券 【繼養】 | [編纂]項下的[編纂]數目 : [編纂]股H股(視乎[編纂]行使與否 | | | --- | --- | | 向定) | | | 香港[编纂]數目 | " [编纂]股H股(可予[编纂]) | | 國際[編纂]數目 | : [编纂]股H股(可予[编纂]及視乎 | | [编纂]行使與否而定) | | | 最高[編纂] : 每股H股[编纂]港元,另加1.0%經紀佣金、 | | | 0.0027%證監會交易徵費、0.00565%聯交所 | | | 交易費及0.00015%會財局交易徵費(須於 | | | 申請 ...

Core Viewpoint - Goldman Sachs raised the 12-month target price for AAC Technologies (02018) from HKD 63.6 to HKD 68.6 based on a 25.6x expected P/E ratio for 2026, maintaining a "Buy" rating, anticipating profit margin improvements from 2025 to 2027 due to favorable product structure and enhanced production efficiency [1] Group 1: VC Products - AAC Technologies' VC products are benefiting from increasing penetration across various smartphone models, value enhancement from material upgrades, and expanded VC area in foldable smartphones [2] - The company is developing new products for high-end smartphones, including large aluminum liquid cooling VC plates, with expectations of VC contribution rising from 1% in 2024 to 5%/10% in 2025/26 [2] Group 2: Acoustic/Tactile Solutions for AI Devices - The rise of generative AI is expected to drive growth in edge AI devices, which may be upgrades of existing devices or entirely new products designed for user interaction with AI agents [3] - In the AI/AR glasses segment, specifications are improving, providing users with enhanced performance, AI functionalities, and a more comfortable experience, which will help penetrate more consumers and extend usage time [3] - As a leading supplier of acoustic and tactile solutions, AAC Technologies is positioned to benefit from the trend of edge AI devices and expand its market exposure [3] Group 3: Changes in Smartphone Design - The company is optimistic about the Apple supply chain, as changes in smartphone design (such as thinner and foldable screens) will drive market demand and value enhancement, helping technology leaders regain order shares [4] - Changes in design are leading to increased component value for AAC Technologies, including ultra-thin tactile motors and larger heat dissipation plates [4]

面向AI眼镜及新兴边缘AI设备的声学/触感解决方案 该行预计生成式AI将继续推动边缘AI设备增长，这些设备可能是现有设备的升级版本，也可能是方便 用户与AI智能体互动而打造的全新设备。AI/AR眼镜方面，该行看到规格提升正在为终端用户带来更强 的性能、AI功能、更便捷的交互和更舒适的佩戴体验，这有利于渗透更多消费者及延长佩戴时长。目 前AI/AR眼镜的AI功能包括实时字幕、即时翻译、基于视觉的问答、AR导航和AI智能助手。作为全球 领先的声学和触感解决方案供应商，瑞声科技将受益于边缘AI设备的兴起趋势，并扩大其终端市场敞 口。 手机外观形态变化 智通财经APP获悉，高盛发布研报称，基于25.6倍的2026年预期市盈率，将瑞声科技(02018)12个月目标 价格从原来的63.6港元上调至68.6港元，维持"买入"评级，看好公司2025-27年利润率改善，得益于更有 利的产品结构(手机外观形态变化下零部件规格升级;手机镜头像素结构升级)以及在更大规模下生产良率 及效率提升。 高盛的主要观点如下： AI手机均热板(VC) 瑞声科技的VC产品正获益于在各智能手机机型中的渗透率不断提升、由材料升级带来的价值量提升， 以 ...

Group 1 - The upcoming technology events, such as Meta Connect and the potential iPhone launch, are expected to act as catalysts for Sunny Optical Technology (2382.HK) [1] - Sunny Optical Technology is positioned as a key beneficiary of the multi-camera upgrade cycle in edge AI devices and the accelerated penetration of Advanced Driver Assistance Systems (ADAS) in the automotive sector [1] - The company is projected to achieve a compound annual growth rate (CAGR) of 23% in net profit from 2025 to 2027 [1] Group 2 - Citi has raised the target price for Sunny Optical Technology from HKD 98.00 to HKD 103.00 and reiterated a "Buy" rating [1]