Apple(US:AAPL) Zhong Guo Ji Jin Bao·2026-01-22 03:51Core Viewpoint - Apple has announced a limited-time promotional event in China, offering discounts of up to 1000 yuan on selected products from January 24 to January 27, 2026, although the newly released iPhone 17 series is excluded from this promotion [1]. Group 1: Promotional Details - The promotion includes products such as iPhone 16, MacBook, iPad, and Apple Watch, with a purchase limit of 2 items per product category per customer [3]. - Eligible payment methods include Alipay, Huabei, WeChat Pay, and specific credit cards, and the promotion cannot be combined with other discounts [3]. - The price for the 128GB iPhone 16 is listed at 5399 yuan, with a promotional price of approximately 5099 yuan [5]. Group 2: Market Response - Some consumers have expressed skepticism about the promotion, suggesting that it is unnecessary and that better deals are available through third-party retailers [4]. - A notable competitor, JD.com, offers the same iPhone model for under 4500 yuan after government subsidies [7]. Group 3: Market Trends and Sales Performance - Apple's pricing strategy, combined with domestic subsidy policies, has significantly boosted sales, with a reported 21.5% year-on-year increase in shipment volume in China for Q4 2025, reclaiming a 21.1% market share [10]. - Despite a decline in revenue from the Greater China region in fiscal year 2025, the launch of the iPhone 17 series has reversed this trend, with approximately 1329.53 million units sold by the end of 2025 [10]. - The iPhone 17 series has shown strong performance, with over 1700 million activations in China, and the iPhone 17 Pro Max alone exceeding 785 million activations [10].