BOCI has issued a research report expecting AAC TECH (02018.HK) -0.150 (-0.359%) Short selling $8.78M; Ratio 12.976% to deliver robust YoY in its interim results on drivers including the upgrade of specifications and increased shipments of China's high-end Android phones, the uncertainty of tariffs prompting major US clients to advance shipments, and substantial progress in product diversification like copper VC cooling, WLG lenses, side buttons, automotive acoustics, and XR.With semiconductors and smartphones receiving special tariff exemptions, market confidence in the consumer electronics industry (including AAC TECH) is expected to continue to pick up. Looking ahead to 2H25, BOCI anticipates AAC TECH to sustain its recovery momentum on the back of the expansion of mass production of new products for major clients and the earlier release of new high-end Android phones compared to last year.Related NewsCLSA Favors AAC TECH/ SUNNY OPTICAL/ XIAOMI-W; 2Q25 Sales in Smartphone Mkt StellarBOCI lowered its target price for AAC TECH from HKD64.4 to HKD62.6, with a Buy rating remaining in place.(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2025-07-16 12:25.)