Apple(US:AAPL) Zheng Quan Shi Bao·2025-08-27 05:18Group 1 - Apple has officially announced its 2025 fall product launch event scheduled for September 10, 2025, at 1 AM Beijing time, where new products including iPhone, Apple Watch, and AirPods will be unveiled [1] - The iPhone 17 series is expected to include four models: standard iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and a new lightweight version called iPhone 17 Air, which will replace the iPhone 16 Plus and emphasize portability with a thickness of approximately 5.5 mm [1] - A three-year plan to reshape the iPhone lineup has been revealed, which includes the introduction of an iPhone Air, the first foldable iPhone, and a 20th-anniversary edition iPhone, with the foldable model expected to launch in 2026 [2] Group 2 - In the A-share market, 92 stocks related to Apple's supply chain have been identified, primarily in the electronics and machinery sectors, with many experiencing price increases [3] - Among these, Jin Tian Co. reported a net profit increase of 203.86% year-on-year, attributed to a long-term supply agreement with Apple for low-carbon recycled materials [3][4] - The report indicates that over 50% of the companies in the Apple supply chain have reported a year-on-year increase in net profit, with five companies showing an increase of over 100% [3][4] Group 3 - Crystal Optoelectronics has received attention from 224 institutions since July, revealing progress on its Vietnam base, which began production in August 2023 [5] - The Vietnam base is expected to contribute to the company's overall performance in the second half of 2025 and into 2026 [5] - Several concept stocks have attracted foreign investment, with QFII holdings appearing in the top ten shareholders of eight stocks as of June 30 [7]