02018 AAC TECH
- 27.150
- -0.350-1.27%
AAC TECH News
Institutions | The five most important issues in Hong Kong stocks
Looking ahead to the future market, we believe that the current round of gains in Hong Kong stocks is expected to continue, with the Hang Seng Technology Index gradually switching to a high-dividend sector. In the future, the pricing power for southbound capital is expected to increase dramatically, replacing the style where foreign capital dominates Hong Kong stocks. The main allocation of Hong Kong stocks this year is still the dividend sector, and the Science Network sector can focus on leading stocks that are improving.
Ruisheng Technology (02018.HK) received 727,700 additional shares of common shares from J.P. Morgan Chase, worth approximately HK$18.6737 million
On May 10, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on May 10, JPMorgan Chase & Co. (JPMorgan Chase & Co.) increased its share holdings of $Ruisheng Technology (02018.HK) by $727,700 with an average market price of HK$25.6608 and an average OTC share price of HK$25.5934 on May 6, with a total value of HK$18.6737 million. After the increase in holdings, J.P. Morgan Chase's latest shareholding was 132 million shares, and the good position ratio increased from 10.96% to 11.02%. Photo source: Stock Exchange share disclosure what is a right
Xiaomi SU7 supply chain dismantling: speaker system supplier is Ruisheng Technology (02018.HK)
According to recent market news, the number of Xiaomi car locks has exceeded 100,000, and production capacity has been sold out in a year! According to official data disclosed by Xiaomi, as of April 30, Xiaomi has completed the delivery of 7058 vehicles, which may set a record for the fastest delivery of a single model exceeding 10,000. The popularity of the Xiaomi SU7 has also brought its core suppliers from behind the scenes to the front of the stage. In addition to power system suppliers such as BYD and Ningde Era, smart cockpit suppliers are also attracting attention as the main selling point. Recently, an agency dismantled the Xiaomi SU7 supplier and discovered that its speaker audio system supplier was Ruisheng Optoelectronics Technology (Changzhou) Co., Ltd. Currently, all Xiaomi SU7 models are standard
Runxin Technology (300493.SZ): Major suppliers include Qualcomm, Sijiaxun, Anshi Semiconductor, AVX/Kyocera, Hengxuan Technology, Ruisheng Technology, etc.
Gelonghui, May 9, 丨 Runxin Technology (300493.SZ) held a performance briefing on May 9, 2024 to discuss “How stable are the partnerships with the company's main suppliers, and are there alternative supply chain plans?” The company replied that its main suppliers include IC design companies with important global influence, such as Qualcomm, Sijiaxun, Anshi Semiconductor, AVX/Kyocera, Hengxuan Technology, and Ruisheng Technology. It has been the company's business partner for many years. High-quality upstream IC design resources give the company an advantage in product competitiveness, ability to learn new technologies, etc., and continue to develop the company
A quick look at the Hong Kong market | The three major indices rose sharply, and the Tech Index rose nearly 2%; TechNet stocks and Apple concept stocks improved, Meituan rose nearly 4%, and BYD Electronics rose more than 9%
Domestic housing stocks were popular. Shimao Group rose more than 33%, and Sunac China rose 10%; beer stocks rose by many stocks, China Resources Beer rose nearly 5%, and Budweiser Asia Pacific rose 4%.
Direct impact of changes | Apple concept stocks rose in early trading. Pre-sale of new Apple iPad products began today, and the number of e-commerce platform reservations exceeded 30,000
Apple concept stocks were higher in early trading. As of press release, BYD Electronics (00285) rose 8.36% to HK$31.75; Qiu Titanium Technology (01478) rose 4% to HK$3.64; and Sunyu Optical Technology (02382) rose 3.08% to HK$41.9.
After the sharp rise, how do you understand the value of Hong Kong stocks in asset allocation, and how will the market develop in the future?
In the short term, the rise in Hong Kong stocks will rely more on improved risk appetite, and there is still some room for improvement in the Hang Seng Index's forward PE.
A quick look at the Hong Kong market | Most of Kewang stocks and domestic housing stocks declined. Xiaomi reversed the market and rose more than 6%, and Vanke fell nearly 7%
Most auto stocks declined; Xiaopeng fell more than 6%, ideally nearly 5%; coal stocks improved, China Coal Energy rose nearly 5%, and Yankuang Energy rose more than 4%; large financial stocks weakened, and CICC Securities, and Ping An of China fell about 4%.
Hong Kong stock changes丨Most Apple concept stocks rose, Apple's thinnest iPad in history debuted with M4 chip
Glonghui, May 8 | Ruisheng Technology rose about 5% to a new high in the renewal phase, BYD Electronics rose 1.5%, Weishi Jiajie, Qiutai Technology, and Dongjiang Group Holdings all rose, and Shunyu Optics and Gaowei Electronics declined. According to the news, Apple released the new iPad Pro and the larger iPad Air with a focus on artificial intelligence last night, aimed at reviving the tablet product line that had been sluggish for the past two years. Also, Apple introduced the M4 chip, and the M4 has a new CPU with up to 10 cores. According to the Everbright Securities analyst report, Apple's iPad business is expected to recover along with new product sales, in line with the company's guidelines
Intraday Overview | The three major indices of Hong Kong stocks rose sharply, most of the TechNet stocks rose, and the Xiaomi Group surged nearly 7%
Apple concept stocks rallied; Ruisheng Technology rose more than 5%; coal stocks strengthened, and China Coal Energy rose more than 6%.
Ruisheng Technology's optical module ASP increased by more than 10%, and high-end products such as 200 million pixels will be shipped in large quantities this year
Since the fourth quarter of last year, the lens and module market giants have continued to spread news of product increases. According to supply chain sources, this wave of price increases is most evident in the lens market. Prices for some mobile phone lenses have risen by more than 30%, and at the same time, it has had a great impact on the camera module market. Market interpretation, along with the recovery in demand in the mobile phone market and the wave of new phone releases, as its upstream lens and module manufacturers ushered in a new round of development opportunities. As CIS chip and lens manufacturers have begun to increase prices one after another, downstream module manufacturers have become an inevitable choice in order to control costs, and the industry as a whole has sent a positive signal. Guoyuan Securities believes that with the elimination
J.P. Morgan sold 274,000 common shares of Ruisheng Technology (02018.HK) worth approximately HK$6.864,600
On May 7, it was reported that according to documents disclosed by the Hong Kong Stock Exchange on May 7, JPMorgan Chase & Co. (JPMorgan Chase & Co.) sold $274,000 common shares worth HK$6.8646 million on April 30 at an average price of HK$25.0499 per share on the market and HK$24.9773 per share outside the market. After the sale, J.P. Morgan Chase's latest shareholding was 132 million shares, and the good position ratio dropped from 11.00% to 10.98%. Photo Source: Stock Exchange Equity Disclosure What is equity disclosure?
Hong Kong Stock Afternoon Review | The three major indices of Hong Kong stocks pulled back, and the Tech Index fell nearly 2%; PV stocks reversed the market, and GCL Technology rose more than 6%
Technology Network stocks declined; Bilibili fell more than 6%, NetEase fell more than 4%, Kuaishou and Meituan fell nearly 4%; as concept stocks declined, Huazhu Group fell more than 3%, and Jiumaojiu fell nearly 3%.
Intraday Overview | The three major indices of Hong Kong stocks surged and fell, and GCL Technology rose more than 6%
Apple concept stocks rose; BYD Electronics rose nearly 4%; Shunyu Optical Technology rose nearly 3%; gold stocks strengthened, Shandong gold rose nearly 3%, and China Gold International rose more than 2%.
Direct change | Apple concept stocks had the highest increase, BYD Electronics rose nearly 5%, and Apple's new product launch is imminent
Apple concept stocks had the highest gains. As of press release, BYD Electronics (00285) rose 5.23% to HK$30.2; Ruisheng Technology (02018) rose 3.33% to HK$26.35.
Hong Kong stock changes丨Apple concept stocks strengthen, Apple's new product launch will be held soon
Gelonghui, May 7 | BYD Electronics rose 4.5%, Ruisheng Technology and Shunyu Optics rose more than 3%, and Gaowei Electronics and Qiutai Technology surged. According to the news, Apple will host a special event today (7th) at 10 p.m., and is expected to release the new iPad and Apple Pencil. Everbright Securities said that Apple's iPad business is expected to recover along with new product sales. In line with the company's guidelines, iPad revenue will achieve double-digit year-on-year growth in the next fiscal quarter. The bank continues to recommend Guoguang Electronics. It is recommended to focus on Shunyu Optical Technology, BYD Electronics, Ruisheng Technology, etc.
Opinions | There is still room for Hong Kong stocks
In terms of industry choices, growth styles are spreading, and the Internet, semiconductors, automobiles, and pharmaceuticals may dominate, but high dividends are still valuable.
Futu Morning Post | The Federal Reserve's “Big Three” Release Pigeons: Interest Rates Will Eventually Be Cut; Tesla Reported to Begin a New Round of Layoffs
Federal Reserve Barkin: The current interest rate level has been able to reduce inflation to 2%; news: Apple is developing artificial intelligence chips for servers; Lucid's loss per share in the first fiscal quarter was higher than expected.
New products hit Hong Kong stocks and Apple concept stocks collectively surged higher! The agency says iPad revenue may increase by double digits next quarter
① Hong Kong Apple concept stocks have collectively surged higher in the intraday market. Which individual stocks are the most active? ② The agency claims that iPad revenue will increase by double digits next quarter or now, what impact will it have on the industry chain?
Opinion | How much room is left for Hong Kong stocks after two weeks of sharp gains? Optimistic estimate: 20%!
If subsequent policies continue to be effective, profit growth of 10% under optimistic conditions will correspond to an increase of about 20%.
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