AAC TECH (02018) announced its annual performance with a net profit attributable to shareholders of 2.512 billion yuan, an increase of 39.8% year-on-year. Its revenue reached 31.82 billion yuan, setting a new record high.
Rayson Technology (02018) announced its annual performance for the year ending December 31, 2025. The group achieved a revenue of 31.817 billion yuan, an increase of 16.4% year-on-year. The net profit attributable to owners of the company was 2.512 billion yuan, an increase of 39.8% year-on-year. The basic earnings per share were 2.18 yuan. It is proposed to distribute a final dividend of 0.35 Hong Kong dollars per share.
AAC TECH (02018) released its annual performance for the year ending December 31, 2025. The group achieved revenue of RMB 31.817 billion, an increase of 16.4% compared to the previous year. The attributable net profit to owners of the company was RMB 2.512 billion, an increase of 39.8%. The basic earnings per share were RMB 2.18. The company plans to distribute a final dividend of HK$ 0.35 per share.
In 2025, the AI industry is experiencing accelerated development, with hardware such as smartphones, cars, smart glasses, and humanoid robots like Siasun Robot & Automation entering a long-term innovation cycle. In the 12-month period ending December 31, 2025, the group achieved record high revenue of RMB 31.82 billion, an increase of 16.4% year-on-year. The acoustic, electromagnetic drive, and optical businesses maintained strong performance, while emerging businesses like cooling saw rapid growth.
In 2025, AI technology is undergoing rapid development, reshaping various industries. The group is leading innovation, leveraging core technologies such as sound, light, electromagnetic, and precision as platforms to actively explore emerging fields. Revenue is reaching new heights, marking the start of a new chapter in the transition from a hardware provider to a global leader in AI perception and interaction systems. The group continues to drive lean operations, achieving record high operating cash flow and maintaining optimal inventory turnover days. Strong operating cash flows will support the group's long-term healthy development and innovation.
Looking back at the past year, the consumer electronics industry has seen a wave of innovation, and the group's core businesses have continued to thrive. The acoustic and electromagnetic drive businesses maintained their leading positions, with the micro-drive universal technology platform extending its lead over competitors. In the cooling field, the group achieved scale-up rapid production, breaking through industry manufacturing efficiency and yield limits with the first fully automated ultra-thin heat plate production line. This not only ensured the group's leadership in consumer electronics cooling, but also seized opportunities to expand business with core customers.
The optical business continued to expand market share, with more customers choosing the group's products for their core main cameras, indicating the group's competitiveness in high-end lenses has reached industry-leading levels. Bulk shipments of periscope modules and OIS modules seized the high ground of high-end modules with integrated advantages. Shipments of glass-plastic hybrid lenses and micro-prism lenses reached millions, setting the laser focus for the future of optics. The in-car audio business steadily developed, with the group integrating outsourced and in-house efforts to create a vertical solution encompassing hardware (speakers, amplifiers, microphones), algorithms, tuning, and brand cooperation, now ranking among the world's leading in-car audio system suppliers. As the core entry point for AI voice interaction in the AI era, the sensor and semiconductor business is entering a new upgrade cycle. The group, as one of the earliest developers of high signal-to-noise ratio microphones in the industry, will significantly benefit from this trend.
Emerging markets are flourishing, and the group continues to improve research and development efficiency, seizing new opportunities with its deep-rooted expertise in "micro-drive + precision manufacturing". The group's customers are gradually planning non-smartphone AI edge hardware, injecting new vitality into the current smart device market. The group's high-precision motors and high-end acoustics products will bring excellent interactive experiences to such devices. The acceleration of new products in the XR market has the group deepening its work on optical waveguides and light engines. By acquiring leading optical waveguide design company Dispelix Oy, the group has established a leadership position in AR display optics and accelerated cooperation with global leading manufacturers. Siasun Robot & Automation, the humanoid robot market, is a vast blue ocean for the future. The group is applying decades of core micro-motor technology to the research and manufacturing of Siasun Robot & Automation joints, aiming to make each movement of Siasun Robot & Automation more precise, agile, and vibrant. Mass shipments in the second half of 2025 are just the beginning, and the group will build a core product matrix for Siasun Robot & Automation that combines "motors, drives, and controls".
The innovation cycle of the AI era has begun, with a variety of new hardware forms emerging. Hearing, vision, and touch have become key bridges connecting people with AI in the future. The cooling business escorts AI devices, experiencing continuous high-speed growth. The group continues to pursue comprehensive technological leadership in materials and structures, assisting top customers in exploring innovative value. Leveraging decades of consistent precision manufacturing expertise, the group rapidly transitions from a component supplier to an AI perception builder. The group thanks every customer, partner, and employee who has grown alongside it. The group will maintain strategic focus, persist in relentless pursuit of innovation, accelerate the pace of new market development, ignite new growth engines, and continue to create long-term value beyond cycles for customers and shareholders.
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