Xin Lang Ji Jin·2025-09-10 11:58Core Viewpoint - The release of Apple's new products has significantly boosted the A-share Apple supply chain, with major stocks in the electronic sector experiencing substantial gains following the event [1][5]. Group 1: Market Performance - On September 10, the electronic ETF (515260) surged by 3.06%, with a peak increase of 3.67%, driven by strong buying interest [1]. - Major stocks such as Industrial Fulian and Dongshan Precision hit their daily limit, while Shenghong Technology saw a rise of over 12%, marking a year-to-date increase of 593% [1][3]. - The electronic sector attracted a net inflow of 18 billion yuan, leading all 31 primary industries in the Shenwan classification [3][4]. Group 2: Apple Product Launch - Apple's 2025 Fall Product Launch showcased the iPhone 17 series, which includes the new iPhone Air, the thinnest iPhone to date at 5.6mm, and features eSIM technology [4][5]. - Apple plans to produce approximately 100 million units of the iPhone 17 series, exceeding the initial estimate of 90 million units for the iPhone 16 [5]. Group 3: Financial Performance - Apple's recent quarterly report indicated the largest single-quarter revenue growth since December 2021, primarily driven by a significant increase in iPhone sales [5]. - CEO Tim Cook noted that the iPhone 16 outperformed the previous year's model, with strong double-digit growth in sales [5]. Group 4: Investment Opportunities - Each new Apple product launch presents potential investment opportunities for related companies, as increased sales and innovation can lead to higher orders and improved performance [6]. - The electronic ETF's composition shows that Apple supply chain stocks account for 42.78% of its holdings, indicating a strong correlation with Apple's performance [6].