Apple(US:AAPL) 智通财经网·2025-10-16 03:29Core Viewpoint - Apple-related stocks have shown positive performance following significant visits and announcements from Apple executives, indicating strong ongoing investment and collaboration in China [1][2]. Group 1: Stock Performance - Hongteng Precision (06088) increased by 6.43%, trading at HKD 6.29 - BYD Electronics (00285) rose by 5.73%, trading at HKD 41.36 - Lens Technology (06613) gained 3.47%, trading at HKD 27.46 - AAC Technologies (02018) saw a rise of 2.01%, trading at HKD 40.62 [1]. Group 2: Executive Visits - On October 14, Apple COO Sabih Khan visited AAC Technologies' factory in Changzhou, Jiangsu, to inspect the first fully automated ultra-thin heat dissipation plate production line - The same day, he also visited Lens Technology's iPhone 17 frame production line in Taizhou, Jiangsu [1]. Group 3: Strategic Meetings - On October 15, the Minister of Industry and Information Technology, Li Lecheng, met with Apple CEO Tim Cook in Beijing to discuss Apple's business development in China and enhance cooperation in the electronic information sector - Cook expressed gratitude for the support from the Ministry and stated that Apple would continue to increase investments in China, aiming for mutual benefits and win-win outcomes [1]. Group 4: Product Launch - On October 13, Tim Cook visited Douyin's Apple Store official live broadcast room, announcing that the iPhone Air will be available for pre-sale in China starting October 17 and officially on sale from October 22 [2]. Group 5: Market Strategy - Tianfeng Securities noted that Apple is implementing a "technology for all" strategy, aiming to expand its user base by making high-end features more accessible while maintaining brand premium through the Pro series, thereby applying pressure on the Android camp - Huafu Securities emphasized that the impact of tariffs on supply chain companies should not be overstated, as Apple has strict requirements for suppliers, and domestic supply chain companies are irreplaceable [2].