Core Viewpoint - Apple-related stocks have generally risen following a meeting between Apple's CEO Tim Cook and China's Minister of Industry and Information Technology, Li Lecheng, where they discussed Apple's business development in China and cooperation in the electronic information sector [1] Group 1: Stock Performance - Hongteng Precision (06088) increased by 4.23%, trading at HKD 5.92 [1] - Sunny Optical Technology (02382) rose by 3.44%, trading at HKD 79.7 [1] - Q Technology (01478) saw a 3.29% increase, trading at HKD 15.09 [1] - Lens Technology (06613) gained 2.15%, trading at HKD 26.56 [1] Group 2: Business Development and Cooperation - Tim Cook expressed gratitude for the support from the Ministry of Industry and Information Technology regarding Apple's development in China and indicated plans to increase investment in the region [1] - The discussion focused on enhancing cooperation in the electronic information field to achieve mutually beneficial development [1] Group 3: Industry Insights - Huafu Securities noted that the impact of tariffs on Apple’s supply chain equipment companies should not be overestimated, as Apple has strict requirements for its suppliers [1] - Domestic supply chain companies are deemed irreplaceable, and Apple may allocate more resources towards flexible automation, 3D printing, and new technologies to reduce costs and improve efficiency [1] - There is potential for accelerated promotion of high-end models, foldable screens, and smart glasses, which would benefit the establishment and upgrading of related production lines [1]