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瑞声科技(02018.HK)入选"港交所科技100指数"
Ge Long Hui· 2025-12-11 03:00
(原标题:瑞声科技(02018.HK)入选"港交所科技100指数") 12月9日,香港交易及结算所有限公司宣布推出香港交易所科技100指数。该指数在编制规则中明确设置 流动性硬指标与研发成长性软门槛:成分股需满足过去六个月日均成交额不低于2000万港元,且过去两 年研发投入占比超3%或营收年增超5%。 消息面上,瑞声科技(2018.HK)近期迎来多项重要业务进展。近期全资收购芬兰光波导企业Dispelix,携 手全球头部移动终端生态系统构建者,参与开发下一代XR参考设计硬件平台;并正在与多家全球头部 厂商,开发下一代AR设备。同时,瑞声科技拿下"豆包 AI 手机"与夸克 AI 眼镜的合作,在X轴线性马 达、声学系统及创新拾音方案等领域提供关键支持,强化"AI + 感知"布局。 高盛近日发布报告,看好公司端侧AI设备在其零部件(如声学器件、微机电系统麦克风、触觉反馈器 件、等)终端市场的应用不断拓展,认为未来几年 AR 眼镜中摄像头数量的增加以及光学合束器(如光波 导)的应用,将为瑞声科技带来新的增长机遇。预计未来几年瑞声科技将充分受益于端侧AI设备的发展 浪潮,维持买入评级,12个月目标价为68.6港元;中邮 ...
瑞声科技(2018.HK)入选"港交所科技100指数"
Ge Long Hui· 2025-12-11 02:12
Group 1 - Hong Kong Exchanges and Clearing Limited launched the Hong Kong Stock Exchange Technology 100 Index, which includes stocks that meet specific liquidity and R&D growth criteria [1] - Selected stocks include AAC Technologies (2018.HK), Tencent Holdings (00700), CATL (03750), and SMIC (00981) [1] - AAC Technologies reported a revenue of HKD 13.32 billion for the first half of 2025, a year-on-year increase of 18.4%, and a net profit of HKD 876 million, up 63.1% year-on-year [1] Group 2 - AAC Technologies has made significant business advancements, including the acquisition of Finnish waveguide company Dispelix and collaborations on next-generation AR devices [1] - The company is also involved in partnerships for "Doubao AI Phone" and Quark AI glasses, enhancing its "AI + perception" strategy [1] - Goldman Sachs expressed optimism about the growth opportunities for AAC Technologies in the end-side AI device market, particularly in AR glasses and optical combiners [2] - The firm maintains a "buy" rating with a 12-month target price of HKD 68.6 [2] - Zhongyou Securities also supports the company's "AI + perception" strategy, maintaining a "buy" rating [2]