Apple(US:AAPL) Zhi Tong Cai Jing·2025-10-16 03:29Group 1 - Apple concept stocks mostly rose, with notable increases in companies such as Hongteng Precision (+6.43%), BYD Electronics (+5.73%), Lens Technology (+3.47%), and AAC Technologies (+2.01%) [1] - On October 14, Apple's COO Sabih Khan visited AAC Technologies' production facility in Jiangsu, China, to inspect the first fully automated ultra-thin heat spreader production line, as well as Lens Technology's iPhone 17 frame production line [1] - On October 15, the Minister of Industry and Information Technology of China met with Apple's CEO Tim Cook to discuss Apple's business development in China and cooperation in the electronic information sector, with Cook expressing gratitude for the support and commitment to increase investment in China [1] Group 2 - 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 on October 17 and officially launched on October 22 [2] - Tianfeng Securities noted that Apple is implementing a "technology inclusiveness" strategy to expand its user base by offering high-end features while maintaining brand premium through the Pro series, thereby applying pressure on the Android camp [2] - Huafu Securities stated that the impact of tariffs on supply chain equipment companies should not be overestimated, as Apple has strict requirements for suppliers, and domestic supply chain companies possess irreplaceable capabilities [2]