搭国补快车，苹果手机销售回暖

Group 1 - Apple's WWDC 2025 showcased the largest design update to date, introducing a new design style called Liquid Glass across all operating systems and changing the naming convention to a yearly format, with the next iPhone system named "iOS 26" [2][3] - The anticipated AI features were introduced, but no groundbreaking AI updates were presented, leading to concerns that Apple needs to make significant advancements in AI to keep pace with competitors [3] - Analyst Ming-Chi Kuo emphasized that the most critical aspect for investors at WWDC 2025 was AI, suggesting that without increased investment in AI, Apple risks falling further behind in the industry [3] Group 2 - Apple's market share in China's smartphone market reached 25.9% in week 21 of 2025, up from 21.5% in the previous week, attributed to a combination of national subsidies and a pricing strategy [4] - In Q1 2025, the overall smartphone market in China saw a shipment of 70.9 million units, a 5% year-on-year increase, while Apple's shipments were 9.2 million units, down 8% year-on-year, ranking fifth [4][5] - The contrasting performance of Apple, which faced a decline in shipments during its traditional peak season, highlights the effectiveness of its "national subsidy + price reduction" strategy in regaining market share [4]