HK Stock Market Move | AAC TECH (02018) rose more than 5%, with the mass production of SRG diffractive waveguide lenses for AI glasses being implemented.

AAC TECH (02018) rose by more than 5%, as of the time of writing, it increased by 5.08%, reaching HK$45.1, with a trading volume of HK$166 million. On the news front, according to the official microblog of AAC TECH, recently, AAC TECH's SRG (Surface Relief Grating) diffractive waveguide lenses have successfully passed performance and reliability tests with multiple leading end customers globally, reaching mass production cooperation agreements. Some projects have now entered the stage of bulk delivery ramp-up. According to customer demand forecasts, mass production and shipment are expected to begin in the second half of 2026. In terms of ecological layout, AAC TECH, in collaboration with its leading diffractive waveguide subsidiary Dispelix, is working closely with global leading end manufacturers to jointly participate in the development of the next generation AR glasses display modules. On the production line manufacturing side, AAC TECH has completed the construction and validation of a dedicated waveguide mass production line. The production line adopts self-developed semiconductor-level lithography etching mass production system, differentiating itself from the current industry's low-end demand for nano imprinting technology. It has significant advantages in process accuracy, imaging performance, product reliability, and mass production consistency. Currently, the production line's yield rate remains stable at over 80%, surpassing the industry's average production level of 50%. The maturity of the production process has fully met commercial delivery standards.