Apple(US:AAPL) Sou Hu Cai Jing·2025-05-14 05:51Core Insights - The recent price reduction of the iPhone 16 Pro 128GB version allows it to qualify for government subsidies, indicating strong demand and effective pricing strategy by Apple [3][4] - The sales surge of the "national subsidy version" iPhone 16 Pro highlights Apple's strong brand appeal in China and the positive impact of subsidy policies on high-end consumer electronics [4][5] - The competitive landscape in the high-end smartphone market is intensifying, with domestic brands like Huawei, Xiaomi, and OPPO adjusting their strategies to counter Apple's market presence [4] Group 1 - The iPhone 16 Pro 128GB version has sold out on a major e-commerce platform, while higher storage versions remain available but are priced above 6000 yuan, thus ineligible for subsidies [3] - Apple issued a price adjustment notice to its channel partners on May 10, leading to price cuts of up to 1400 yuan in authorized stores, with some e-commerce channels offering discounts of 2000 yuan compared to Apple's official prices [3] Group 2 - The success of the "national subsidy version" reflects consumer demand for high-value products and the combined effects of policy incentives and brand strength [5] - As the year-end shopping season approaches, competition in the smartphone market is expected to intensify, providing consumers with more purchasing opportunities [5] - Apple faces challenges in balancing supply and demand while addressing issues related to scalpers in the market [5]