Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2025-09-10 12:49Core Points - The iPhone 17 series was officially launched on September 10, with prices starting at 5,999 RMB for the iPhone 17 (256GB) and going up to 17,999 RMB for the top-tier iPhone Pro Max (2TB) [1][3] - The iPhone 17 Pro and Pro Max feature the most significant design changes in nearly seven years, moving away from the "bathroom scale" camera design to a large rectangular module [3] - The camera specifications have been significantly upgraded, with all three rear cameras on the iPhone 17 Pro Max now at 48 million pixels, and the front camera upgraded from 12 million to 18 million pixels, narrowing the gap with Android flagship models [3][7] Market Reaction - Following the iPhone 17 launch, stocks of Apple supply chain companies surged, with Industrial Fulian (601138.SH) hitting a daily limit up, closing at 53.67 RMB per share, with a total market capitalization of 1.07 trillion RMB [7] - The A-share market saw active trading in sectors related to AI computing power, copper-clad laminates, optical modules, and circuit boards, with the consumer electronics ETF rising over 2% [7] Production Insights - Foxconn's Zhengzhou plant is currently in the ramp-up phase for iPhone 17 production, with nearly 200,000 workers operating in two shifts [8][11] - The production line is reported to be operating at 80-90% capacity, with plans to phase out iPhone 16 production soon [11] - Workers are experiencing high-intensity production schedules, with many opting for overtime to increase earnings [13] Employee Benefits - The media company "Yingshi Pifeng" announced that all employees would receive an iPhone 17 Pro Max as a benefit, with the company covering the tax costs, reflecting a commitment to employee welfare [14][16]