Core Viewpoint - The company has significantly increased its sales revenue in the industrial automation equipment and components sector, particularly targeting Apple-related clients, with a year-on-year growth of approximately 47% in the first half of 2025 [2]. Group 1: Company Performance - The company has maintained close cooperation with core clients in the Apple ecosystem, indicating a commitment to deepen collaboration and drive business development [2]. - The sales revenue growth in the specific segment is attributed to the successful expansion of products aimed at Apple-related customers [2]. Group 2: Future Outlook - The company anticipates that the order volume from Apple-related clients may not sustain the same year-on-year growth rate in the second half of the year, as orders typically decline in the fourth quarter [2]. - The fourth quarter is expected to be a period where the company collaborates with clients on the development and validation of next-generation products, which may impact order volumes [2].
强瑞技术:从过往合作经验来看,通常苹果产业链客户的订单在第四季度会进入低谷期