智通财经APP获悉，腾鸿精密(06088)涨超10%，截至发稿，涨11.34%，报4.33港元，成交额8.93亿港元。
消息面上，2025苹果秋季新品发布会今日举办，发布会推出4款新iPhone、Airpods Pro 3，以及3款5G版Apple Watch。鸿腾精密是全球第四大连接器厂商，产品遍及消费电子、移动设备、通信基础设施、汽车、工业等领域，客户包括苹果等主要科技公司。据财联社此前报道，苹果为了推进供应链中的自动化，正在与其供应商广泛协商。如果供应商想要继续获得苹果的订单，其就必须转向自动化。
长江证券发布研报称，公司不仅在电动汽车和消费电子领域持续深耕，更积极拥抱AI时代。光模块、连接器、液冷等产品有望在人工智能和数据中心需求的爆发中占据领先地位。通过全球化布局和卓越的制造能力，鸿腾精密正将AI的巨大潜力转化为坚实的增长动力，盈利的持续增长可期。预计公司2025-2027年营业收入为4915、5558、6274 百万美元，归母净利润为177、218、267 百万美元。
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