Mei Ri Shang Bao·2025-09-10 23:09Core Viewpoint - The launch of the thinnest iPhone, the iPhone Air, featuring eSIM technology, marks a significant shift in communication technology and presents opportunities for the A-share industry chain [1][2][3] Industry Impact - The iPhone Air, measuring 5.6 mm in thickness and weighing 165 grams, eliminates the physical SIM card slot, fully adopting eSIM technology, which enhances connectivity and security, making it ideal for travelers [2] - eSIM technology, defined as Embedded Subscriber Identity Module, allows for remote configuration and management of network operators, indicating a shift from traditional SIM card services [2][3] Company Developments - China Unicom has begun eSIM mobile service trials across 25 provinces, with its stock rising by 5.30% to 5.76 CNY per share, reflecting a market capitalization of 180.1 billion CNY [3][4] - Several A-share companies, including Unisoc (紫光国微), New Henghui (新恒汇), and Eastcompeace (东信和平), are actively involved in the eSIM sector, with reported revenue growth from eSIM-related products and services [4][5] Market Performance - The average increase of eSIM-related stocks in the A-share market is 32.89% year-to-date, significantly outperforming the broader market, with some stocks like Rihai Intelligent (日海智能) and New Henghui (新恒汇) seeing substantial gains [4][5] - The global eSIM market is projected to exceed 12 billion USD by 2031, with China being a key production and demand hub for eSIM modules [5]