苹果首款eSIM手机即将发售 概念股抢先发力
Zheng Quan Shi Bao Wang·2025-10-20 07:46
Core Insights - Apple's first eSIM-only iPhone Air will officially launch in China on October 22, marking a significant shift in smartphone design [1] - GSMA Intelligence forecasts that the number of global eSIM smartphone connections will reach 1 billion by the end of 2025, and surge to 6.9 billion by 2030, representing 76% of total smartphone connections [1] Industry Performance - As of October 20, eSIM concept stocks have averaged a 42.42% increase this year, significantly outperforming the Shanghai Composite Index [1] - Six stocks have seen cumulative gains exceeding 50%, including Hengbao Co., Ltd. (002104), Dongxin Peace (002017), Chengtian Weiye (300689), Xinhenghui (301678), Chutianlong, and Megmeet (002881) [1]