Bei Jing Shang Bao·2025-09-10 13:06Core Viewpoint - The recent Apple product launch has significantly boosted the performance of related concept stocks, leading to a surge in the consumer electronics market and capital markets, with many Apple-related stocks doubling in value this year [1][3][5]. Stock Performance - On September 10, several Apple concept stocks hit their daily limit, including Dongshan Precision, Industrial Fulian, and Bojie Co., with year-to-date gains for 13 Apple concept stocks exceeding 100% [1][3]. - Dongshan Precision's stock price reached a new high, while Industrial Fulian and Bojie Co. also saw significant increases [3]. - Notably, Honghe Technology led the gains with a 329.1% increase year-to-date, followed by Longyang Electronics and Jieput with over 200% increases [3]. Fund Holdings - As of the end of Q2, Industrial Fulian was heavily held by 126 funds, with a total holding value of 3.431 billion yuan, while Luxshare Precision was held by 569 funds with a total holding value of 23.556 billion yuan [4]. - Other notable holdings include Lens Technology and BOE Technology, with total holdings of 3.664 billion yuan and 3.111 billion yuan, respectively [4]. Market Dynamics - The launch of new products, including the iPhone 17 series and AirPods Pro 3, has driven excitement in the market, with the iPhone 17 starting at $799 and AirPods Pro 3 at $249 [3]. - Analysts suggest that while the Apple supply chain may benefit from the new product innovations, there will be a differentiation among stocks, with top companies likely to strengthen their technical capabilities and partnerships with Apple [5][6]. Future Outlook - The continuous innovation from Apple is expected to sustain the upward trend in the stock prices of related companies, although some smaller companies may struggle due to weaker product innovation capabilities [6][7]. - The demand for Apple products remains strong, which is a catalyst for the continued strength of stocks like Industrial Fulian [6].