[Brokerage Focus] Goldman Sachs: China’s subsidy policy for the Smart Phone Industry supports growth, paying attention to related supply chain companies.
Major ratings丨CITIC International: With the expansion of national subsidies, Xiaomi, Sunny Optical, Q TECH, and BYD Electronics will benefit.
Major rating丨Morgan Stanley: Consumer subsidies will become a short-term positive catalyst for the mobile phone supply chain.
Major bank ratings丨Goldman Sachs: Raises AAC TECH's Target Price to HKD 48, continues to be on the preferred list.
【Brokerage Focus】Guoyuan International maintains a "Buy" rating on AAC TECH (02018), indicating that the vehicle business is becoming a new engine for the company's growth.
Ruisheng Technology (2018.HK): PSS leverages automotive acoustics synergy to break through optical breakthroughs to increase gross profit margin
[Brokerage Focus] Zhongyou Securities initiates a "Buy" rating on AAC TECH (02018), citing a significant improvement in optical gross margin.
Ruisheng Technology (02018.HK): Significant improvement in optical gross profit
Major bank rating | Morgan Stanley: The subsidy policy will act as a short-term Bullish catalyst, believing that Xiaomi, Sunny Optical, and others will be the main beneficiaries.
CMB International: Maintain a "buy" rating on aac tech (02018), target price raised to HKD 40.83.
AAC TECH(2018.HK):PRODUCT UPGRADES AND MARGIN EXPANSION TO CONTINUE; REITERATE BUY
Credit Lyonnais: Raises the target price of aac tech (02018) to 47.7 HKD and includes it in the preferred list of china technology stocks listed in hong kong.
Hong Kong stock movement | AAC Tech (02018) rose over 4%. Goldman Sachs expects its revenue in the second half of the year to increase by 42% year-on-year and has raised the target price to 47 Hong Kong dollars.
Ruisheng Technology (2018.HK): Performance improved in the first half of '24, Optics is expected to reverse losses by the end of the year
Goldman Sachs: Maintains a buy rating on aac tech, remains optimistic and expects continued recovery.
Research Reports|CICC: Raises AAC Tech's target price to HK$37, maintains 'outperform' rating
Major bank rating | Macquarie: Raises AAC Tech's target price to HKD 37.5, raises 2024-2026 net profit forecast.
Ruisheng Technology (02018.HK): Optical gross profit reverses loss, profit improvement exceeds expectations
Goldman Sachs: Upgrades aac tech's target price to 42.1 Hong Kong dollars. The trend of rising profit margins is expected to continue.
Ruisheng Technology (2018.HK): 2H24 performance is expected to remain high