Zhi Tong Cai Jing·2025-10-15 07:10Core 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, discussing 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 5.92 HKD [1] - Sunny Optical (02382) rose by 3.44%, trading at 79.7 HKD [1] - Q Technology (01478) saw a 3.29% increase, trading at 15.09 HKD [1] - Lens Technology (300433) (06613) gained 2.15%, trading at 26.56 HKD [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 committed to increasing investments in the region [1] - The discussion included 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, emphasizing the strict requirements Apple places on its suppliers [1] - Domestic supply chain companies are deemed irreplaceable, and Apple may allocate more resources towards cost-reducing and efficiency-enhancing technologies such as flexible automation and 3D printing [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]