AAC TECH (02018) rose more than 4% in Hong Kong trading. As of the time of writing, the stock was up 4.58%, trading at HK$39.76, with a turnover of HK$35.43 million.
On the news front, on April 19, the 2026 Humanoid Robot Half-Marathon, co-organized by the Beijing Municipal Government and China Media Group, commenced in Beijing's Yizhuang district. With over one hundred participating teams, Honor's "Lightning" robot ultimately claimed the championship. It is reported that AAC TECH is a long-term partner of Honor and was deeply involved in the development of the robot's precision structural solutions, playing a significant role in the development of key structural components, material applications, precision machining, and collaborative manufacturing.
Huachuang Securities believes that the company's electromagnetic drive and precision structural components business is in an upward phase, and its expansion into data center liquid cooling and robot thermal management further opens up growth potential. The firm pointed out that AAC TECH has deep expertise across multiple business areas, including acoustic components, haptic motors, optics, precision structural parts, and XR. Products such as its WLG glass-plastic hybrid lenses, metal mid-frames, and hinges for foldable smartphones hold leading market positions, which are expected to contribute to the company's long-term performance growth.
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