AAC TECH (02018) is selected for the "Hang Seng Stock Connect Electronic Industry Index".

date
14:48 19/12/2025
avatar
GMT Eight
On the news front, Raytron Technology, following its acquisition of the global optical waveguide leader Dispelix, is about to mass produce and launch the next generation of AR products, with large-scale deliveries expected to be achieved by 2026.
On December 18th, Hang Seng Index Company announced the launch of the Hang Seng Hong Kong Stock Connect Electronic Theme Index. This index reflects the performance of Hong Kong-listed companies related to the electronic industry that can be traded through the Hong Kong Stock Connect, including semiconductor and basic electronic components, telecommunications equipment and parts, information technology equipment and parts, and audio-visual equipment and parts. The index consists of 40 component stocks, which are the top 40 stocks by market capitalization that fall under the electronic theme. The index is reviewed semi-annually, with adjustments to weightings made every quarter. It is reported that the component stocks of this index include AAC TECH, TCL ELECTRONICS, Semiconductor Manufacturing International Corporation, LENOVO GROUP, ZTE Corporation, among others. Public information shows that AAC TECH (02018) was listed in Hong Kong in 2005. In the first half of 2025, its revenue was 13.32 billion yuan, a year-on-year increase of 18.4%; net profit was 876 million yuan, a significant increase of 63.1% year-on-year. AAC TECH invests 7-10% of its revenue in research and development annually, with research centers located in 19 countries and regions globally, accumulating over 18,000 patent applications. Currently, AAC TECH is actively expanding into multiple industries such as smartphones, smart cars, wearable smart devices, AI infrastructure, virtual reality, augmented reality, smart homes, continuously pioneering the era of sensory experiences. On the news front, following the acquisition of the global waveguide leading enterprise Dispelix, AAC TECH's next-gen AR products are set to be mass-produced and delivered in 2026. Its high-value core components (especially waveguides, optical engines, acoustics, etc.) are deeply integrated into the supply chains of Google/META, poised to unlock the value growth potential in the global high-end market.