| 代码 | 名称 | 最新价 | 涨跌幅 ^ | | --- | --- | --- | --- | | 02038 | 富智康集团 | 18.240 | -5.49% | | 06088 | 鹤蝶精密 | 5.380 | -4.44% | | 01478 | 丘钛科技 | 14.090 | -4.28% | | 06613 | 蓝思科技 | 25.880 | -4.01% | | 00285 | 比亚迪电子 | 37.120 | -3.58% | | 01415 | 高伟电子 | 31.800 | -3.40% | | 02382 | 舜宇光学科技 | 77.800 | -2.32% | | 02018 | 瑞声科技 | 39.240 | -1.46% | | 02283 | 东江集团控股 | 2.540 | -1.55% | | 00856 | 伟仕佳杰 | 9.160 | -1.51% | 港股苹果概念股集体走低，其中，富智康集团跌5.5%，鸿腾精密、丘钛科技、蓝思科技跌超4%，比亚 迪电子、高伟电子跌3.5%，舜宇光学跌2.3%，瑞声科技、东江集团控股、伟仕佳杰均下跌1.5%。 消息上，天风国际知名 ...

Group 1 - Apple concept stocks experienced significant declines, with 富智康集团 (Fujikon Group) falling by 6.22% to HKD 18.1 [1] - 鸿腾精密 (Hon Teng Precision) decreased by 5.51%, trading at HKD 5.32 [1] - 丘钛科技 (Q Technology) saw a drop of 4.82%, with shares priced at HKD 14.01 [1] - 高伟电子 (GoerTek) declined by 3.95%, now at HKD 31.62 [1] - 比亚迪电子 (BYD Electronics) fell by 3.79%, with a current price of HKD 37.04 [1]

Core Viewpoint - Apple-related stocks have experienced significant declines due to lower-than-expected demand for the iPhone Air, leading to supply chain adjustments and potential production cuts [1] Group 1: Stock Performance - FIH Mobile (02038) fell by 6.22%, trading at HKD 18.1 [1] - Hon Teng (06088) decreased by 5.51%, trading at HKD 5.32 [1] - Q Technology (01478) dropped by 4.82%, trading at HKD 14.01 [1] - GoerTek (01415) declined by 3.95%, trading at HKD 31.62 [1] - BYD Electronic (00285) fell by 3.79%, trading at HKD 37.04 [1] Group 2: Supply Chain Insights - Analyst Ming-Chi Kuo indicated that demand for the iPhone Air is below expectations, prompting the supply chain to reduce shipments and production capacity [1] - Supply chain capacity is expected to shrink by over 80% by Q1 2026, with some components anticipated to cease production by the end of 2025 [1] - Existing Pro and standard models are meeting most high-end user demands, making it challenging to identify new market segments [1] Group 3: Market Sentiment and Trade Variables - Trade variables are affecting market sentiment, but the impact of tariffs on Apple’s supply chain companies should not be overstated [1] - Apple maintains strict requirements for suppliers, and domestic supply chain companies are deemed irreplaceable [1] - Equipment companies may see Apple redirect resources towards cost-reduction and efficiency-enhancing technologies such as flexible automation and 3D printing [1]

Core Insights - Apple-related stocks have shown strong performance, with notable increases in share prices for companies such as Highgreat Electronics (5.42%), Q Technology (4.96%), and BYD Electronics (3.46%) [1] Sales Performance - According to Counterpoint Research, the sales of the iPhone 17 series in the first 10 days after launch in China and the US are 14% higher compared to the iPhone 16 during the same period [1] - The base model iPhone 17 has performed particularly well in the Chinese market, while the high-end iPhone 17 Pro Max has seen the strongest demand growth in the US [1] Product Comparison - The new ultra-thin iPhone Air, although targeting a smaller audience and generating less buzz than the base iPhone 17, has already surpassed the sales of the previous "Plus" model it replaced [1]

格隆汇10月21日｜隔夜苹果股价创历史新高，刺激港股市场苹果概念股集体上涨。其中，高伟电子、鸿腾精密、 蓝思科技涨超5%，瑞声科技涨超4%，丘钛科技、舜宇、富智康、比亚迪电子涨超3%。 消息面上，有迹象显示新一代iPhone需求强劲，苹果股价隔夜创下纪录新高，苹果供应商股价受提振。此前Loop Capital将苹果股票评级从"持有"上调至"买入"。 MACD金叉信号形成，这些股涨势不错！ | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01415 | 高伟电子 | 5.36% | 33.820 | 293.55 Z | 19.51% | | 06088 | 鸡腾精密 | 5.03% | 5.850 | 427.26 Z | 60.27% | | 06613 | 蓝思科技 | 5.00% | 26.900 | 1421.48亿 | 48.86% | | 02018 | 瑞声科技 | 4.18% | 40.900 | 480.41 Z | 9.77% | | 01478 | 丘钛科技 | 3.28% ...

（文章来源：每日经济新闻） 每经AI快讯，苹果概念股普遍上扬，截至发稿，鸿腾精密(06088.HK)涨4.23%，报5.92港元；舜宇光学 (02382.HK)涨3.44%，报79.7港元；丘钛科技(01478.HK)涨3.29%，报15.09港元；蓝思科技(06613.HK)涨 2.15%，报26.56港元。 ...

Core Viewpoint - Apple-related stocks have generally risen following a meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, discussing Apple's business development in China and cooperation in the electronic information sector [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 4.23%, trading at 5.92 HKD [1] - Sunny Optical (02382) rose by 3.44%, trading at 79.7 HKD [1] - Q Technology (01478) saw a 3.29% increase, trading at 15.09 HKD [1] - Lens Technology (300433) (06613) gained 2.15%, trading at 26.56 HKD [1] Group 2: Business Development and Cooperation - Tim Cook expressed gratitude for the support from the Ministry of Industry and Information Technology regarding Apple's development in China and committed to increasing investments in the region [1] - The discussion included enhancing cooperation in the electronic information field to achieve mutually beneficial development [1] Group 3: Industry Insights - Huafu Securities noted that the impact of tariffs on Apple’s supply chain equipment companies should not be overestimated, emphasizing the strict requirements Apple places on its suppliers [1] - Domestic supply chain companies are deemed irreplaceable, and Apple may allocate more resources towards cost-reducing and efficiency-enhancing technologies such as flexible automation and 3D printing [1] - There is potential for accelerated promotion of high-end models, foldable screens, and smart glasses, which would benefit the establishment and upgrading of related production lines [1]

Core Viewpoint - Apple-related stocks have generally risen following a meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, where they discussed Apple's business development in China and cooperation in the electronic information sector [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 4.23%, trading at HKD 5.92 [1] - Sunny Optical Technology (02382) rose by 3.44%, trading at HKD 79.7 [1] - Q Technology (01478) saw a 3.29% increase, trading at HKD 15.09 [1] - Lens Technology (06613) gained 2.15%, trading at HKD 26.56 [1] Group 2: Business Development and Cooperation - Tim Cook expressed gratitude for the support from the Ministry of Industry and Information Technology regarding Apple's development in China and indicated plans to increase investment in the region [1] - The discussion focused on enhancing cooperation in the electronic information field to achieve mutually beneficial development [1] Group 3: Industry Insights - Huafu Securities noted that the impact of tariffs on Apple’s supply chain equipment companies should not be overestimated, as Apple has strict requirements for its suppliers [1] - Domestic supply chain companies are deemed irreplaceable, and Apple may allocate more resources towards flexible automation, 3D printing, and new technologies to reduce costs and improve efficiency [1] - There is potential for accelerated promotion of high-end models, foldable screens, and smart glasses, which would benefit the establishment and upgrading of related production lines [1]

消息面上，美方日前宣布将对中方加征100%关税。招商证券认为，应将本次威胁关税视为筹码而非目 的，100%关税落地概率较低。华福证券表示，关税对果链设备公司的影响不应被高估，苹果对供应商 的要求极为严格，国内果链公司具备不可替代性。 值得注意的是，Counterpoint此前发布报告称，2025年第三季度前八周，中国智能手机市场销量同比下 降2%，这与期内促销活动和国家补贴政策加剧了中高端市场的竞争且消费者更倾向购买中高端产品有 关。该机构预计，2025年第三季度中国智能手机市场将小幅下跌，而全年表现大体持平。 苹果概念股跌幅居前，截至发稿，鸿腾精密(06088)跌9.33%，报5.83港元；高伟电子(01415)跌5.7%，报 34.42港元；丘钛科技(01478)跌4.91%，报15.1港元；比亚迪（002594）电子(00285)跌4.59%，报39.52港 元。 ...

Core Viewpoint - The Hong Kong stock market saw significant declines in Apple-related stocks on October 13, with notable drops in several companies' share prices [1] Group 1: Company Performance - Hong Teng Precision (06088.HK) experienced a decline of 9.33%, trading at 5.83 HKD [1] - Gao Wei Electronics (01415.HK) fell by 5.7%, with shares priced at 34.42 HKD [1] - Qiu Tai Technology (01478.HK) saw a decrease of 4.91%, trading at 15.1 HKD [1] - BYD Electronics (00285.HK) dropped by 4.59%, with shares at 39.52 HKD [1]