AAC Technologies Holdings Inc.

SEHK:2018 株式レポート

時価総額：HK$47.7b

AAC Technologies Holdings 将来の成長

Future 基準チェック /36

AAC Technologies Holdings利益と収益がそれぞれ年間14.9%と12%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12% 14.8%なると予測されています。

主要情報

14.9%

収益成長率

14.75%

EPS成長率

Electronic 収益成長25.9%
収益成長率12.0%
将来の株主資本利益率12.01%
アナリストカバレッジ

Good

最終更新日13 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Sep 07

2018: Slower Smartphone Demand And Higher Memory Costs Will Cap Upside

The latest narrative update on AAC Technologies Holdings reflects a revised analyst fair value view of HK$38.84 compared with HK$42.28 previously, with analysts pointing to a reduced price target in light of slower smartphone demand and elevated memory costs. What’s in the News for AAC Technologies Holdings AAC Technologies Holdings has scheduled a board meeting on 20 August 2026.
ナラティブ更新 • Aug 24

2018: Slower Smartphones And New Tech Bets Will Restrain Upside

AAC Technologies Holdings' updated analyst fair value estimate, which now implies a price target shift that aligns with a reduced HK$50 target from HK$62.50, reflects analysts' view that slower smartphone demand and higher memory costs are tempering expectations, despite slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E. What’s in the News for AAC Technologies Holdings AAC Technologies Holdings reported first half 2026 net profit of 901 million yuan, which the company and media reports describe as a 2.9% year on year rise.
分析記事 • Aug 19

With EPS Growth And More, AAC Technologies Holdings (HKG:2018) Makes An Interesting Case

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブ更新 • Jul 15

2018: Future Dividend Payouts Will Support Higher Share Price Potential

Analysts have slightly lifted their fair value estimate for AAC Technologies Holdings, nudging the implied price target from about HK$50.26 to HK$52.27 as they factor in modest adjustments to revenue growth, profit margin and future P/E assumptions. What's in the News AAC Technologies Holdings approved a final dividend of HK$0.35 per share for the year ended 31 December 2025, as confirmed at its AGM on 21 May 2026.
ナラティブ更新 • Jun 29

2018: Higher Dividend Signal Will Support Future Upside Potential

Analysts have trimmed their fair value estimate for AAC Technologies Holdings to HK$66.12 from HK$70.42, citing updated assumptions that combine slightly higher projected revenue growth with a modestly higher discount rate, a lower forecast profit margin, and a reduced future P/E multiple. What’s in the News for AAC Technologies Holdings AAC Technologies Holdings shareholders approved a final dividend of HK$0.35 per share for the year ended 31 December 2025 at the AGM held on 21 May 2026, according to company meeting resolutions.
分析記事 • Jun 26

Is It Too Late To Consider Buying AAC Technologies Holdings Inc. (HKG:2018)?

AAC Technologies Holdings Inc. ( HKG:2018 ), is not the largest company out there, but it saw a significant share price...
ナラティブ更新 • Jun 15

2018: Data Center Cooling Ambitions Will Still Limit Share Upside

Analysts have adjusted their fair value estimate for AAC Technologies Holdings slightly higher to about HK$37.61 from around HK$37.37, reflecting updated assumptions for revenue growth, profit margins, discount rate and future P/E expectations. What's in the News AAC Technologies highlights long term partnerships with major North American customers across speakers, MEMS microphones and thermal management, which are central to its current product mix and revenue drivers.
ナラティブ更新 • Jun 01

2018: Future Dividend Payouts Will Support Measured Share Price Prospects

Analysts have nudged their price target for AAC Technologies Holdings slightly higher to HK$50.26 from HK$49.65, citing updated assumptions around revenue growth, profit margins and future P/E that together support a modestly higher valuation. What's in the News AAC Technologies Holdings announced a final ordinary cash dividend of HK$0.35 per share for the year ended 31 December 2025, with an ex dividend date of 26 May 2026.
ナラティブ更新 • May 13

2018: Dividend Payouts Will Signal Limited Upside For Shares

Analysts have made a slight upward adjustment to AAC Technologies Holdings' HK$ fair value estimate. This reflects updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
分析記事 • May 04

Investors Shouldn't Be Too Comfortable With AAC Technologies Holdings' (HKG:2018) Earnings

Last week's profit announcement from AAC Technologies Holdings Inc. ( HKG:2018 ) was underwhelming for investors...
ナラティブ更新 • Apr 25

2018: Share Buybacks And Dividend Policy Will Support A Balanced Outlook

Analysts have reduced their price target for AAC Technologies Holdings from around HK$42.14 to around HK$37.27. This reflects updated assumptions for slightly lower revenue growth, a modestly higher discount rate, a slightly stronger profit margin outlook and a lower future P/E multiple.
ナラティブ更新 • Apr 10

2018: Future Dividend Payouts Will Support Share Price Upside

Analysts have trimmed their price target for AAC Technologies Holdings slightly to around HK$49.65 from about HK$50.12. This reflects updated assumptions for fair value and a modestly lower future P/E multiple, while revenue growth and profit margin expectations remain broadly unchanged.
ナラティブ更新 • Mar 27

2018: Dividend Outlook Will Support Future Upside Potential

Analysts have revised their fair value estimate for AAC Technologies Holdings from HK$57.86 to HK$50.12, reflecting updated assumptions around the discount rate, revenue growth, profit margin and future P/E. What's in the News AAC Technologies Holdings announced a final ordinary cash dividend of HK$0.35 per share for the year ended 31 December 2025, with an ex dividend date of 26 May 2026 and payment scheduled for 18 June 2026 (Key Developments).
ナラティブ更新 • Mar 12

2018: Slightly Higher Margins And Growth Assumptions Will Support Future Upside

Analysts have lifted their price target on AAC Technologies Holdings to HK$70.42, citing small tweaks to the discount rate, revenue growth outlook and profit margin assumptions, along with a slightly lower future P/E multiple. What's in the News A board meeting is scheduled for Mar 19, 2026 to consider and approve the audited annual results for the year ended Dec 31, 2025.
ナラティブ更新 • Feb 26

2018: Higher Assumed P/E Will Support Future Upside Potential

Analysts have lifted their price target on AAC Technologies Holdings to HK$70.42, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that collectively support this revised valuation level. Valuation Changes Fair Value: HK$70.42 is unchanged, indicating that the updated inputs collectively support the previous fair value estimate.
ナラティブ更新 • Feb 12

2018: Slightly Lower P/E Assumptions Will Support Future Upside Potential

AAC Technologies Holdings' analyst price target has been adjusted slightly higher to reflect modest changes in fair value, discount rate, revenue growth and profit margin assumptions. The expected future P/E has been revised to 21.75x, according to analysts.
分析記事 • Feb 03

Here's Why AAC Technologies Holdings (HKG:2018) Has Caught The Eye Of Investors

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブ更新 • Jan 25

2018: Modest Model Refinements Will Support Future Upside Potential

Analysts have nudged their price target for AAC Technologies Holdings slightly higher to HK$70.06 from about HK$69.92, reflecting small model adjustments to fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Valuation Changes Fair Value: Adjusted slightly from HK$69.92 to HK$70.06 per share.
ナラティブ更新 • Jan 11

2018: Share Repurchase Mandate Will Support Future Upside Potential

Analysts have lifted their price target for AAC Technologies Holdings to about $69.92 from roughly $66.02. This reflects updated assumptions around a higher discount rate, lower revenue growth and profit margins, and a higher future P/E multiple.
分析記事 • Jan 08

Returns On Capital At AAC Technologies Holdings (HKG:2018) Have Stalled

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
ナラティブ更新 • Dec 26

2018: Share Buybacks Will Support Margins And Maintain A Balanced Outlook

Analysts have nudged their price target for AAC Technologies Holdings slightly lower to approximately $42.14 per share from about $42.26, citing a modest reduction in the assumed discount rate and future valuation multiple, even though expectations for revenue growth and profit margins have improved slightly. What's in the News AAC Technologies Holdings has commenced share repurchases under a shareholder mandated program effective October 17, 2025, allowing the company to buy back up to 117,518,750 shares, equivalent to 10% of its issued share capital (company announcement).
分析記事 • Dec 25

AAC Technologies Holdings (HKG:2018) Seems To Use Debt Rather Sparingly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 14

Calculating The Fair Value Of AAC Technologies Holdings Inc. (HKG:2018)

Key Insights Using the 2 Stage Free Cash Flow to Equity, AAC Technologies Holdings fair value estimate is HK$46.11 With...
ナラティブ更新 • Dec 12

2018: Share Repurchases And Margin Pressures Will Shape A Balanced Outlook

Analysts have modestly reduced their price target on AAC Technologies Holdings to approximately $42 from about $45 per share, citing a slightly higher discount rate and lower expected profit margins that more than offset stronger projected revenue growth. What's in the News AAC Technologies Holdings has commenced a share repurchase program from October 17, 2025, following approval at its May 22, 2025 Annual General Meeting (Key Developments).
分析記事 • Nov 20

AAC Technologies Holdings Inc. (HKG:2018) Not Flying Under The Radar

AAC Technologies Holdings Inc.'s ( HKG:2018 ) price-to-earnings (or "P/E") ratio of 18.9x might make it look like a...
分析記事 • Nov 07

Is Now The Time To Look At Buying AAC Technologies Holdings Inc. (HKG:2018)?

AAC Technologies Holdings Inc. ( HKG:2018 ), is not the largest company out there, but it saw significant share price...
分析記事 • Oct 01

Is Now The Time To Put AAC Technologies Holdings (HKG:2018) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 • Sep 19

AAC Technologies Holdings' (HKG:2018) Returns Have Hit A Wall

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
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新しいナラティブ • Feb 09

Anticipated Advances In Automotive Optics And AI May Face Valuation Challenges

Diversification into automotive acoustics and optics, with premium product integration, positions AAC for future revenue and margin growth.

業績と収益の成長予測

SEHK:2018 - アナリストの将来予測と過去の財務データ ( )CNY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202846,2793,8793,574N/A15
12/31/202741,2613,4083,217N/A20
12/31/202635,5322,7782,938N/A20
6/30/202633,0052,538N/AN/AN/A
3/31/202632,4112,525N/AN/AN/A
12/31/202531,8172,5124,5017,183N/A
9/30/202530,6082,3243,5706,313N/A
6/30/202529,4002,1362,6395,444N/A
3/31/202528,3641,9672,8165,323N/A
12/31/202427,3281,7972,9935,203N/A
9/30/202424,8881,4623,2475,217N/A
6/30/202422,4471,1273,5015,230N/A
3/31/202421,4339343,2974,931N/A
12/31/202320,4197403,0934,633N/A
9/30/202320,659683N/AN/AN/A
6/30/202320,4326223,4194,991N/A
3/31/202320,339691N/AN/AN/A
12/31/202220,6258212,4574,372N/A
9/30/202219,596796N/AN/AN/A
6/30/202218,470745-2042,388N/A
3/31/202218,271989N/AN/AN/A
12/31/202117,6671,316-1,2282,176N/A
9/30/202117,6381,860N/AN/AN/A
6/30/202117,9122,107-5163,357N/A
3/31/202117,8721,986N/AN/AN/A
12/31/202017,1401,507-6593,593N/A
9/30/202017,6621,508N/AN/AN/A
6/30/202018,1531,773-4383,517N/A
3/31/202017,6911,843N/AN/AN/A
12/31/201917,8842,222N/A3,843N/A
9/30/201917,4172,509N/AN/AN/A
6/30/201917,2742,787N/A4,764N/A
3/31/201917,2463,102N/AN/AN/A
12/31/201818,1313,796N/A6,789N/A
9/30/201820,4444,584N/AN/AN/A
6/30/201820,8994,976N/A6,760N/A
3/31/201821,5425,389N/AN/AN/A
12/31/201721,1195,325N/A5,287N/A
9/30/201719,7045,063N/AN/AN/A
6/30/201718,5884,798N/A5,381N/A
3/31/201717,1774,469N/AN/AN/A
12/31/201615,5074,026N/A4,812N/A
9/30/201613,6193,466N/AN/AN/A
6/30/201612,5963,216N/A3,782N/A
3/31/201611,9793,119N/AN/AN/A
12/31/201511,7393,107N/A3,760N/A
9/30/201510,9902,884N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: 2018の予測収益成長率 (年間14.9% ) は 貯蓄率 ( 3.1% ) を上回っています。

収益対市場: 2018の収益 ( 14.9% ) はHong Kong市場 ( 11.2% ) よりも速いペースで成長すると予測されています。

高成長収益: 2018の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 2018の収益 ( 12% ) Hong Kong市場 ( 9% ) よりも速いペースで成長すると予測されています。

高い収益成長: 2018の収益 ( 12% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: 2018の 自己資本利益率 は、3年後には低くなると予測されています ( 12 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/14 07:37
終値2026/09/14 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AAC Technologies Holdings Inc. 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。46

アナリスト機関
Hsin-Shan GaiBarclays
Jones KuBarclays
Hao DaiBernstein