Zhi Tong Cai Jing·2025-09-17 05:44Group 1 - The core viewpoint of the article highlights the strong pre-order demand for the iPhone 17, with delivery times significantly longer than previous models, particularly in the Chinese market [1] - Goldman Sachs data indicates that the delivery time for all iPhone 17 models has increased, with the standard version and Pro Max experiencing the longest delays of 8 days, while the average delivery time in mainland China has risen by 17 days to 27 days [1] - Analysts suggest that the planned production for the iPhone 17 standard, Pro, and Pro Max models has increased by 25% year-on-year, with the production of iPhone Air being three times that of the iPhone 16 Plus, indicating robust pre-order demand despite increased production [1] Group 2 - Zheshang Securities notes that the strong sales of the iPhone 17 are driving high prosperity in the supply chain, particularly for suppliers involved in structural components and thermal management, presenting opportunities for performance elasticity [1] - The article recommends focusing on supply chain stocks such as Lens Technology, which is expected to benefit from the increased demand and production [1] - According to招商证券, Apple is entering a three-year hardware innovation acceleration cycle, with significant attention needed on its AI software and ecosystem innovations in the coming year, suggesting an opportunity to capitalize on undervalued supply chain stocks [1]