On August 31, AAC TECH rose 5.12% in regular trading, trading at HK$43.3 per share, with turnover of approximately HK$107 million.

On the news front, Apple officially confirmed a September 9 autumn launch event where it is widely expected to unveil its first-ever foldable iPhone, tentatively named iPhone Ultra. Supply chain sources indicate Apple has raised its first-year production target to approximately 10 million units, up roughly 30% from earlier estimates of 7-8 million units. The foldable iPhone features a book-style inward-folding design with a liquid metal hinge, an external 5.5-inch screen, and an internal 7.8-inch display, with a projected domestic starting price of around RMB 14,999.

As a core Apple supplier of acoustics, optics, and precision structural components, AAC TECH stands to benefit directly from the significantly higher per-unit BOM cost of foldable devices versus conventional smartphones. Management has guided for double-digit full-year revenue growth, with AI-related new business expected to exceed RMB 8 billion next year. Multiple brokerages recently raised target prices, with CLSA setting HK$54.4, CICC at HK$50, and Bank of America at HK$52.

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