Major bank rating | Citigroup: Raised the Target Price for AAC TECH, COWELL, and Sunny Optical, maintaining a "Buy" rating.
Bank of America Securities: Maintains AAC TECH (02018) 'Neutral' rating, raises Target Price to 45.4 Hong Kong dollars.
Major Ratings | Bank of America: Raised AAC TECH's Target Price to HKD 45.4, seeing new growth momentum from acoustics/Machinery to optics.
Jianyin International: Maintains the "Outperform Market" rating for AAC TECH (02018) and raises the Target Price to HKD 54.
Lyon: Latest ratings and Target Price for Consumer Electronics stocks (table) DeepSeek has a positive impact on the supply chain.
Major ratings | Credit Suisse: DeepSeek has a positive impact on the Consumer Electronics supply chain, with major beneficiaries including AAC Technologies, Lenovo, and others.
CICC: Maintain AAC TECH (02018) "Outperform Industry" rating. Target Price raised to HKD 52.15.
[Brokerage Focus] China Merchants maintains a "Shareholding" rating for AAC TECH (02018), Bullish on the growth potential of multiple business lines of mobile phones under the wave of AI edge computing.
Major bank ratings | Goldman Sachs: Raises AAC TECH Target Price to HKD 59, with earnings guidance surpassing expectations.
Ruisheng Technology (02018.HK): The 24-year forecast is in line with expectations, focusing on optical profit improvement and AI end-side incremental space
Dahua Jixian: Maintains AAC TECH (02018) 'Hold' rating, Target Price raised to 48 HKD.
AAC TECH(2018.HK):MULTIPLE GROWTH DRIVERS AND IMPROVING MARGIN TO CONTINUE INTO 2025; RAISE TP TO HK$53.48
【Brokerage Focus】 Dongbei Securities gives AAC TECH (02018) an initial "Buy" rating, indicating that the company's product upgrades are driving the recovery of its performance.
Ruisheng Technology (02018.HK): A giant ship integrating sound and optoelectronics sets sail again in the era of AI terminals
Major Banks Rating|CITIC International: BYD promotes the adoption of intelligent driving in China, benefiting BYD Electronics, Sunny Optical, Quan Titanium, and AAC Technologies.
[Brokerage Focus] Citic Leung: The rise of the DeepSeek model accelerates the promotion of AI application popularization, recommending BYD Electronics (00285) and others.
Major Banks Ratings | Morgan Stanley: Reiterates that consumer subsidies are a short-term bullish catalyst for smart phone manufacturing and supply chain companies.
Hong Kong stocks movement丨AAC TECH surged by 7%, receiving a rating upgrade and Target Price from Credit Lyonnais.
【Brokerage Focus】CITIC International points out that the impact of the increased tariffs on the Apple Industry Chain is limited, and remains optimistic about the iPhone replacement cycle.
Major firm rating | Morgan Stanley: Reiterated that subsidies will become a short-term positive catalyst for Smart Phone OEMs and the supply chain.