iPhone 17卖爆+Air明日开抢！港A果链概念股应声大涨

Core Viewpoint - The strong performance of Apple's stock and its supply chain is driven by the impressive sales of the newly launched iPhone 17 series, which has seen a significant increase in demand compared to its predecessor [1][4]. Group 1: Stock Performance - Apple's stock price rose nearly 4%, reaching a new historical high, which positively impacted the Apple-related stocks in both Hong Kong and A-share markets on October 21 [1]. - In the A-share market, companies like Huanxu Electronics and Tonglian Precision saw their stock prices hit the daily limit, with increases exceeding 8% for several other firms [1][2]. - In the Hong Kong market, stocks such as Gaowei Electronics and Lens Technology also experienced strong gains, with increases over 7% [1][3]. Group 2: iPhone 17 Sales Performance - The iPhone 17 series recorded a 14% higher sales volume in the first ten days post-launch in the U.S. and China compared to the iPhone 16 series [4]. - The base model of the iPhone 17 achieved nearly double the sales of its predecessor in the Chinese market, indicating strong consumer acceptance [4]. Group 3: eSIM Technology and Market Trends - The upcoming release of the iPhone Air, Apple's first model without a physical SIM card slot, is expected to further drive interest in eSIM technology, with initial sales showing strong demand [5][6]. - The global eSIM smartphone connections are projected to reach 1 billion by the end of 2025 and 6.9 billion by 2030, representing 76% of total smartphone connections, indicating a significant growth opportunity for the industry [6][7]. Group 4: Financial Performance of Supply Chain Companies - Companies in the Apple supply chain have demonstrated strong profitability, with Industrial Fulian reporting a net profit of approximately 12.11 billion yuan, a year-on-year increase of 38.61% [7]. - Other companies like GoerTek and Lens Technology also reported significant profit growth, with net profits increasing by 15.65% and 32.68% respectively [7]. - Luxshare Precision anticipates a net profit of 10.89 billion to 11.34 billion yuan for the first three quarters, reflecting a year-on-year growth of 20% to 25% [8]. Group 5: Market Outlook and Investment Recommendations - Analysts are optimistic about the continued opportunities within the Apple supply chain, with expectations of higher-than-expected sales for the iPhone 17 series driven by its performance and features [8]. - Investment firms suggest focusing on undervalued companies within the Apple supply chain, as the new iPhone models are expected to exceed sales expectations [8].