Apple(US:AAPL) Zhi Tong Cai Jing·2025-09-08 00:27Group 1 - Apple announced its fall product launch event scheduled for September 9, focusing on the new iPhone 17 series, including iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and a new ultra-thin iPhone 17 Air [1] - The iPhone 17 series will feature a new pricing strategy, with the iPhone 17 Pro starting at $1,099, up from $999, and the removal of the 128GB entry-level option [2] - Analysts predict that the new iPhone models will drive revenue growth for Apple's iPhone business, with expected year-over-year increases of 5% and 7% in fiscal years 2025 and 2026, respectively [2] Group 2 - The Apple supply chain has seen a positive market response since the announcement of the event, with companies like Hon Hai Precision Industry and others experiencing significant stock price increases [3] - Analysts expect Apple to introduce its first foldable iPhone and a foldable iPad by 2028, indicating a strong innovation pipeline [3] - Apple has committed to an additional $100 billion investment in the U.S., raising its total investment to $600 billion over the next four years, which is expected to positively impact the supply chain [3] Group 3 - Lens Technology has received a positive outlook from Bank of America, with an upgrade in target prices due to expected new projects and value enhancement from iPhone specifications [4] - AAC Technologies reported a significant revenue increase of approximately 132.2% year-over-year, driven by increased orders for new camera modules [4] - BYD Electronics has seen a target price increase of 36.8% due to its transition towards becoming a comprehensive parts and assembly supplier, with expectations of growth in AI-related business areas [5] Group 4 - AAC Technologies reported a revenue of RMB 13.32 billion for the first half of 2025, a year-over-year increase of 18.4%, with net profit rising by 63.1% [6] - Sunny Optical Technology's net profit increased by 52.6% to RMB 1.65 billion, with expectations of continued revenue growth driven by stable smartphone shipments and rising average prices for lenses and modules [6]