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AAC TECH (02018.HK) repurchased 0.08 million shares for 3.0288 million HKD on January 7.
On January 7, Gelonghui reported that AAC TECH (02018.HK) announced the repurchase of 0.08 million shares at a cost of 3.0288 million Hong Kong dollars on January 7, 2025, with a buyback price of 37.45-39.15 Hong Kong dollars per share.
[Brokerage Focus] Goldman Sachs: China’s subsidy policy for the Smart Phone Industry supports growth, paying attention to related supply chain companies.
Jinwu Finance | Goldman Sachs released a research report on China's Smart Phone industry on January 4, 2025. The report pointed out that the National Development and Reform Commission of China announced on January 3 that it will expand the scope of national subsidies in 2025 to cover Smart Phones, tablets, and smartwatches. Previously, local governments had already launched Smart Phone subsidy policies ranging from 10% to 20% in 2024. Goldman Sachs expects that national subsidies will cover more Consumers, thereby boosting recent market demand, although the long-term product cycle still relies on technological upgrades (such as 6G in 2030) or design changes (such as foldable Smart Phones).
The International Consumer Electronics Show in 2025 is about to open, and the Consumer Electronics Sector is showing strong performance. ASMPT (00522) rose by 5.46%.
Jinwu Financial News | The Consumer Electronics Sector shows strong trends, ASMPT (00522) rises by 5.46%, BYD Electronics (00285) rises by 4.29%, SUNNY OPTICAL (02382) rises by 3.45%, AAC TECH (02018) rises by 3.04%, FIT HON TENG (06088) rises by 3.1%, Q TECH (01478) rises by 1.94%. In terms of news, the 2025 International Consumer Electronics Show (CES 2025) will be held from January 7 to 10, local time, in Las Vegas, USA. GTJA's Research Reports indicate that products like mobile phones and other consumer electronics.
AAC TECH (02018.HK) repurchased 0.1845 million shares for 7.0119 million HKD on January 6.
On January 6, Gelonghui reported that AAC TECH (02018.HK) announced the expenditure of 7.0119 million HKD to repurchase 0.1845 million shares on January 6, 2025, with a repurchase price ranging from 37.55 to 39.15 HKD per share.
Zhaoyin International: The National Development and Reform Commission announced the expansion of the national subsidy program categories, and XIAOMI-W (01810) and others will benefit.
CMB International believes that the announcement of the national subsidy will encourage Other provinces to accelerate the implementation of policies, which will boost the overall demand for Smart Phone replacements in the short term.
Lyon: The national mobile phone subsidies have officially launched as expected, with a preference for XIAOMI-W (01810), AAC TECH (02018), and others.
Lyon's top picks are XIAOMI-W (01810), BYD Electronic (00285), AAC TECH (02018), and SUNNY OPTICAL (02382), all rated as "outperform the market."
