Apple COO Tours AAC TECH's Jiangsu Facility; Future Investments Expected to Increase
AAC TECH's Recent Developments: AAC TECH announced a visit from Apple's COO, Sabih Khan, to their vapor chamber module production factory, showcasing their first fully automated ultra-thin vapor chamber production line.
Collaboration with Apple: AAC TECH has been involved in the development of every iPhone model since the iPhone 4 and is currently collaborating with Apple across all major product lines, with significant investments in R&D and manufacturing in China.
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AAC TECH Increases Production of Ultra-thin VC Heat Spreaders by 150 Million Units
Company Performance: AAC TECH has increased its output of ultra-thin VC heat spreaders for AI equipment cooling by 150 million units, raising its annual capacity to over 300 million units.
Sales Projections: The company's sales of cooling products are expected to exceed RMB300 million in 2024, with projections indicating potential sales of over RMB1.2 billion in 2025.
AAC TECH Introduces Solutions for Humanoid Robots
Humanoid Robot Solutions: AAC TECH unveiled its previously undisclosed humanoid robot solutions at the 2026 International Consumer Electronics Show, themed "The Future."
Industry Collaborations: The showcased solutions have gained recognition from leading industry clients, leading to collaborations on advanced technologies such as finger linear joints and six-dimensional force sensors.
<Outlook>HSBC Research and CMBI's Recommended Hong Kong Stocks (Table)
HSBC Global Research Report: The report highlights various H-shares, including Harbin Electric and Trip.com, with notable short selling ratios and price changes.
CMBI Strategy Report: CMBI's report lists top stock picks for 2026, featuring Tencent and Alibaba, along with their respective short selling data and price fluctuations.
Short Selling Insights: Several stocks, such as BOC Hong Kong and Ping An, exhibit high short selling ratios, indicating market skepticism.
Market Trends: The reports reflect ongoing trends in the Chinese stock market, with significant movements in technology and finance sectors.
AAC TECH's Next-Gen AR Product Expected for Mass Delivery Next Year: Sources Say
Company Update: AAC TECH will begin mass production of next-generation AR products after acquiring Dispelix, a firm known for AR diffractive waveguide display technology.
Production Timeline: Large-scale deliveries of the new AR products are expected to start next year, according to sources in the industrial chain.
LENS Rises 5%, SUNNY OPTICAL Jumps 6% Amid Market Speculation of Apple's First Foldable Smartphone Launch by Late 2026
Stock Performance: Apple concept stocks saw significant gains on December 1, with LENS rising 4.9%, SUNNY OPTICAL increasing by 5.8%, and AAC TECH up by 2.8%, indicating strong market interest.
Short Selling Data: The short selling ratios for these stocks were notable, with LENS at 12.093%, SUNNY OPTICAL at 13.271%, and AAC TECH at 12.019%, reflecting investor caution.
iPhone Fold Development: Reports indicate that Apple's first foldable smartphone, the iPhone Fold, has entered the engineering verification and pre-mass production phase, with a launch expected before the end of 2026.
Supply Chain Insights: Samsung is anticipated to be the sole supplier of display panels for the iPhone Fold, while TSMC will manufacture core processors, and other components will be sourced from various suppliers.
Citi Anticipates AAC TECH (02018.HK) Acquisition of Dispelix Will Improve XR Product Offerings and Solutions
Acquisition Announcement: AAC TECH has agreed to acquire shares in Dispelix Oy, an AR diffractive waveguide technology company, with the deal expected to finalize in the first half of 2026.
Strategic Expansion: This acquisition aims to enhance AAC TECH's product offerings in the XR field, allowing the company to transition from a focus on domestic AR glasses to global opportunities in AI and AR development.
Analyst Rating Update: Citi Research has rated AAC TECH as a Buy, setting a target price of $56, reflecting confidence in the company's growth potential following the acquisition.
Market Activity: The company is currently experiencing significant short selling activity, with a short selling ratio of approximately 43.97% and a total of $179.44 million in short sales.
AAC TECH Increases Production of Ultra-thin VC Heat Spreaders by 150 Million Units
Company Performance: AAC TECH has increased its output of ultra-thin VC heat spreaders for AI equipment cooling by 150 million units, raising its annual capacity to over 300 million units.
Sales Projections: The company's sales of cooling products are expected to exceed RMB300 million in 2024, with projections indicating potential sales of over RMB1.2 billion in 2025.
AAC TECH Introduces Solutions for Humanoid Robots
Humanoid Robot Solutions: AAC TECH unveiled its previously undisclosed humanoid robot solutions at the 2026 International Consumer Electronics Show, themed "The Future."
Industry Collaborations: The showcased solutions have gained recognition from leading industry clients, leading to collaborations on advanced technologies such as finger linear joints and six-dimensional force sensors.
<Outlook>HSBC Research and CMBI's Recommended Hong Kong Stocks (Table)
HSBC Global Research Report: The report highlights various H-shares, including Harbin Electric and Trip.com, with notable short selling ratios and price changes.
CMBI Strategy Report: CMBI's report lists top stock picks for 2026, featuring Tencent and Alibaba, along with their respective short selling data and price fluctuations.
Short Selling Insights: Several stocks, such as BOC Hong Kong and Ping An, exhibit high short selling ratios, indicating market skepticism.
Market Trends: The reports reflect ongoing trends in the Chinese stock market, with significant movements in technology and finance sectors.
AAC TECH's Next-Gen AR Product Expected for Mass Delivery Next Year: Sources Say
Company Update: AAC TECH will begin mass production of next-generation AR products after acquiring Dispelix, a firm known for AR diffractive waveguide display technology.
Production Timeline: Large-scale deliveries of the new AR products are expected to start next year, according to sources in the industrial chain.
LENS Rises 5%, SUNNY OPTICAL Jumps 6% Amid Market Speculation of Apple's First Foldable Smartphone Launch by Late 2026
Stock Performance: Apple concept stocks saw significant gains on December 1, with LENS rising 4.9%, SUNNY OPTICAL increasing by 5.8%, and AAC TECH up by 2.8%, indicating strong market interest.
Short Selling Data: The short selling ratios for these stocks were notable, with LENS at 12.093%, SUNNY OPTICAL at 13.271%, and AAC TECH at 12.019%, reflecting investor caution.
iPhone Fold Development: Reports indicate that Apple's first foldable smartphone, the iPhone Fold, has entered the engineering verification and pre-mass production phase, with a launch expected before the end of 2026.
Supply Chain Insights: Samsung is anticipated to be the sole supplier of display panels for the iPhone Fold, while TSMC will manufacture core processors, and other components will be sourced from various suppliers.
Citi Anticipates AAC TECH (02018.HK) Acquisition of Dispelix Will Improve XR Product Offerings and Solutions
Acquisition Announcement: AAC TECH has agreed to acquire shares in Dispelix Oy, an AR diffractive waveguide technology company, with the deal expected to finalize in the first half of 2026.
Strategic Expansion: This acquisition aims to enhance AAC TECH's product offerings in the XR field, allowing the company to transition from a focus on domestic AR glasses to global opportunities in AI and AR development.
Analyst Rating Update: Citi Research has rated AAC TECH as a Buy, setting a target price of $56, reflecting confidence in the company's growth potential following the acquisition.
Market Activity: The company is currently experiencing significant short selling activity, with a short selling ratio of approximately 43.97% and a total of $179.44 million in short sales.
