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Seven Shenzhen-based tech brands, including Huawei, AAC Technologies, and DJI, have been listed in the "Top 500 Most Valuable Chinese Brands" ranking.
Recently, Brand Finance, a globally recognized brand valuation firm, officially released its 'Top 500 Most Valuable Chinese Brands 2026' ranking, which includes a total of 39 technology brands. Among them, seven Shenzhen-based tech companies—Huawei, AAC Technologies (02018.HK), DJI Innovations, ZTE Corporation, Transsion Holdings, and others—have been prominently listed. Notably, AAC Technologies is the only technology manufacturing company on the list and is considered a hidden champion in the consumer electronics and AI sectors. The company holds the leading global market share in miniature acoustics and haptics, and ranks among the top three in optics and MEMS microphones. In recent years, the company has stepped up
Hong Kong Stock Concept Tracker | With the 2026 Google Developer Conference approaching, AI endpoint applications are expected to receive short-term attention (with related concept stocks)
The 2026 Google I/O Developer Conference will be held in California, USA, from May 19 to 20.
Citi: Bullish on AAC Technologies benefiting from the increase in iPhone VC cooling module ASP and incremental new business in data centers.
Citi Research, in its latest report, provided a positive assessment of AAC Technologies (02018.HK), raising the earnings per share (EPS) forecasts for 2026-2028 by 4%/3%/2%, respectively. This adjustment reflects the increase in unit prices for iPhone VC cooling modules and the revenue growth driven by new data center businesses. Citi noted that based on the latest supply chain research, the inventory preparation for the iPhone 18 series in the second half of 2026 is expected to reach 84 million units, benefiting the touch motor and VC cooling businesses.
Market Snapshot | Three major indices opened higher but closed lower, with southbound capital outflow nearing 10 billion yuan; the majority of non-ferrous metal stocks weakened, with Zijin Mining plunging 10.41%; Alibaba and Tencent showed mixed performan
The three major indices opened higher but closed lower, with nearly 10 billion yuan of southbound capital outflows; the majority of non-ferrous metal stocks weakened, with Zhaogin Mining Industry dropping 10.41%; Alibaba and Tencent performed differently after their earnings reports, as Alibaba closed up 3.84%, while Tencent closed down 0.52%.
AI Thermal Management's Dual‑Track Leader: AAC Technologies (2018.HK) Enters Exponential Growth, Aiming for Ten Billion in Revenue from Thermal Solutions
The AI computing power revolution has fully ignited global demand for heat dissipation, forming two core tracks within the industry: heat dissipation for consumer electronics represented by AI smartphones and AI PCs, and liquid cooling for servers centered around AI data centers. The prosperity of these dual tracks resonates, jointly creating a market space worth hundreds of billions. AAC Technologies is almost the only company in the industry that deeply cultivates both consumer electronics and server liquid cooling, ranking among the first tier in terms of technological barriers, market share, and production capacity scale. Its scarcity is extremely high, and it has taken the leading position as the comprehensive leader in AI heat dissipation scenarios. As the penetration rate of liquid cooling in global data centers rapidly increases and the demand for heat dissipation in AI terminals continues to surge.
AAC Clyde Space Ab Highlights Backlog Despite Q1 Hit