HK Stock Market Move | Shunyu Optics (02382) rises more than 6%, leading the mobile phone industry chain. Product innovation is expected to drive the fourth quarter smart phone market and related supply chain.

The mobile phone industry chain collectively rose. As of the time of writing, Sunway Optical (02382) rose by 6.26% to HK$56.85; Q TECH (01478) rose by 4.44% to HK$5.18; AAC TECH (02018) rose by 3.06% to HK$30.35; BYD ELECTRONIC (00285) rose by 1.77% to HK$28.8. In terms of news, Tianfeng pointed out that the flagship Mate70 series of Huawei will be released in November, expected to be equipped with the HarmonyOSNEXT operating system. Previously, Huawei executives revealed that the new Hongmeng Zhixing Zhijie New S7 may be launched with Mate, and it is optimistic that product innovation will drive the strong performance of the fourth quarter smartphone market and related supply chain. The recovery of the domestic smartphone market has slowed down, and is expected to benefit from the new product effect (Android flagship models equipped with Qualcomm Gen 4, Xiaomi 15 and others will be successively launched by the end of October). Huafu Securities stated that consumer electronics are in the AI-driven industry innovation cycle and there is a continuous turning point in the new product catalysis of giants. In addition, the issue of tariffs added by Trump's administration is controllable for the supply chain. Previously, during Trump's term in office, Apple's products such as iPhone, iPad, and Apple Watch received tariff exemptions. Among the global consumer electronics manufacturing industry, domestic companies have a very obvious advantage. And domestic manufacturers have already deployed production capacity in overseas regions such as Vietnam and Thailand in advance, so even if tariffs are implemented, the impact on the actual operation of the companies would be limited.