智通财经网·2026-01-29 07:32Core Viewpoint - Gao Wei Electronics (01415) experienced a decline of over 5%, currently trading at 29.5 HKD with a transaction volume of 117 million HKD [1] Group 1: Company Performance - Gao Wei Electronics' stock price underperformed compared to the Hang Seng Index in the previous quarter, attributed to market concerns over rising memory prices potentially weakening iPhone demand [1] - The company is expected to see resilient orders this year, with an anticipated year-on-year growth of 8% in electronic manufacturing services shipment volume in the first half of the year [1] Group 2: Industry Insights - Analyst Guo Mingqi from Tianfeng International Securities indicated that Apple's pricing strategy for the iPhone 18 series aims to avoid price increases, which is beneficial for marketing [1] - Current memory pricing for iPhones is negotiated quarterly rather than biannually, suggesting a potential price increase in the second quarter of 2026, with the expected increase in line with the first quarter [1] - Apple is set to announce its fiscal year 2026 Q1 earnings after the US market closes on January 29 [1]