智通财经网·2025-08-07 08:27Group 1 - Apple announced an additional investment of $100 billion in the U.S., bringing the total investment in the country over the next four years to $600 billion [2][3] - The investment is part of Apple's "American Manufacturing Plan" (AMP) aimed at integrating more of its supply chain and advanced manufacturing processes into the U.S. [2] - The announcement positively impacted Apple's stock price, which rose by 5.1% on the day of the announcement and an additional 2.8% in after-hours trading [2] Group 2 - The application of steel shell batteries in iPhones has been increasing, with one model in the iPhone 16 series and two models in the upcoming iPhone 17 series expected to feature this technology [2] - Steel shell batteries offer advantages such as higher energy density and better heat dissipation, leading to a significant increase in their adoption in mobile devices [2][3] - The price of a single steel shell battery is projected to reach $9-10, representing over a 50% increase compared to soft-pack batteries, which will enhance profitability for battery manufacturers [3] Group 3 - The demand for new production lines for steel shell batteries is expected to result in significant order growth for equipment manufacturers, positively impacting their performance [3] - Companies in the battery and equipment sectors are likely to benefit from the increased adoption of steel shell batteries, with improved profit margins and quicker revenue recognition [3] - It is recommended to pay attention to Zhuhai Guanyu, a core supplier in Apple's supply chain for battery cells [3]