On September 9, AAC TECH rose 5.04% in regular trading, trading at 42.92 HKD/share, with turnover of approximately HKD 84.99 million.

On the news front, Apple is scheduled to hold its fall launch event on September 10 (Beijing time), with the market widely expecting the debut of the company's first foldable iPhone. Bank of America has identified AAC TECH as a core beneficiary supplier in the acoustics and thermal management segments, reaffirming a Buy rating with a target price of HKD 52. The company's CFO previously guided for double-digit full-year revenue growth, projecting AI-related new business to reach RMB 80-90 billion by next year as a core growth engine.

Goldman Sachs has also expressed optimism on the rising share of generative AI business, forecasting a 53% half-on-half revenue increase in H2 driven by seasonal recovery, new handset launches, and AI data center thermal products ramping up. In the first half, AAC TECH posted record revenue of RMB 14.51 billion, up 8.9% year-on-year, with thermal management revenue surging approximately 400% to around RMB 1.1 billion. Multiple brokerages including CLSA (target HKD 54.4), CICC (HKD 50), and Morningstar (HKD 55) maintain bullish outlooks.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)