来源：格隆汇APP | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 06088 | 鸡腾精密 | 8.06% | 5.900 | 430.91亿 | 61.64% | | 00856 | 伟仕佳杰 | 6.26% | 10.010 | 143.12亿 | 102.51% | | 01415 | 高伟电子 | 5.04% | 33.760 | 293.03亿 | 19.29% | | 06613 | 蓝思科技 | 2.92% | 26.760 | 1414.09亿 | 48.09% | | 02038 | 富智康集团 | 2.39% | 18.830 | 147.39 Z | 104.67% | | 01478 | 丘钛科技 | 2.28% | 15.220 | 181.05亿 | 144.30% | | 00285 | 比亚迪电子 | 1.44% | 38.100 | 858.47亿 | -8.04% | | 02382 | 舜宇光学科技 | 0.89% | 79.250 | 867.63亿 | ...

| 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% ...

Core Viewpoint - The majority of Hong Kong-listed Apple concept stocks experienced an upward trend on October 16, with significant gains reported for several companies [1] Group 1: Stock Performance - Hongteng Precision (06088.HK) increased by 6.43%, reaching HKD 6.29 [1] - BYD Electronics (00285.HK) rose by 5.73%, trading at HKD 41.36 [1] - Lens Technology (06613.HK) saw a gain of 3.47%, priced at HKD 27.46 [1] - AAC Technologies (02018.HK) experienced a 2.01% increase, with shares at HKD 40.62 [1]

消息上，国家工业和信息化部公布，工信部部长李乐成昨日在北京会见美国苹果公司首席执行官库克， 双方就苹果公司在华业务发展、加强电子资讯领域合作等议题进行交流。库克表示将继续加大在华投 资，进一步提高对华合作层次和水平，实现互利共赢发展。 苹果概念股多数表现活跃，其中，鸿腾精密涨6.4%，比亚迪电子涨近6%，蓝思科技涨3.5%，瑞声科技 涨2%，富智康集团、舜宇光学跟涨。 此外，Sabih Khan上任COO后，首次到华走访"果链"。苹果方面还透露，其在中国超过90%的生产制造 现已采用可再生能源，逾百家供应商共同促成了这一进展。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 06088 | 鸡腾精密 | 6.290 | 6.43% | | 00285 | 比亚迪电子 | 41.360 | 5.73% | | 06613 | 蓝思科技 | 27.480 | 3.54% | | 02078 | 荣阳实业 | 0.140 | 2.19% | | 02018 | 瑞声科技 | 40.620 | 2.01% | | 02038 | 富智康集团 | 1 ...

（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]