AAC TECH (HKEX: 02018) shares climbed over 5% during the morning trading session. At the time of writing, the stock was up 5.37%, trading at HK$47.92 with a turnover of HK$256 million.

On June 15th, the company officially announced that its specialized SRG (Surface Relief Grating) diffractive waveguide lenses for AI glasses have successfully passed testing by several leading global terminal customers. This milestone has led to mass production collaboration agreements, with some projects already entering the batch production ramp-up phase. Volume shipments are anticipated to commence in the second half of 2026.

Huatai Securities previously issued a research report, stating that looking ahead to 2026, with the accelerated deployment of AI edge hardware, sustained high growth in thermal management, and the scaling up of XR optical component shipments, they expect AAC TECH to continue benefiting from the wave of smart hardware upgrades. Consequently, the firm raised its target price for the stock to HK$60, maintaining a "Buy" rating.