4500亿果链龙头狂赚115亿，潮汕富豪父女身家超800亿

Core Insights - Apple's Q4 and full-year 2025 financial results show significant growth, with annual net profit exceeding $112 billion [1] - The performance of Apple's supply chain companies in the A-share market is also strong, with Luxshare Precision's Q3 revenue up 31% year-on-year and Lens Technology's revenue up 16% in the first three quarters [1] Group 1: Apple Financial Performance - Apple's Q4 2025 revenue and net profit have both seen substantial increases, with annual net profit surpassing $112 billion [1] - The smartphone market is showing a strong upward trend, with a 11% year-on-year increase in smartphone sales in China during the first two weeks of October, and iPhone sales leading with a 29% increase [1] Group 2: Luxshare Precision Performance - Luxshare Precision reported Q3 2025 revenue of 96.41 billion yuan, a year-on-year increase of 31.03%, and a net profit of 4.87 billion yuan, up 32.49% [4] - For the first three quarters, Luxshare's cumulative revenue reached 220.91 billion yuan, a 24.69% increase, with net profit at 11.52 billion yuan, up 26.92% [4] - The company plans to distribute a cash dividend of 1.6 yuan per 10 shares, totaling 1.165 billion yuan, which is 10.12% of its net profit for the first three quarters [4] - Luxshare is diversifying its business into automotive electronics and AI computing, enhancing its supply chain through vertical integration and smart manufacturing [4] Group 3: Lens Technology Performance - Lens Technology's Q3 revenue reached 53.66 billion yuan, a year-on-year increase of 16.08%, with a net profit of 2.84 billion yuan, up 19.91% [8] - The company achieved a record high revenue of 20.70 billion yuan in Q3, reflecting a 19.25% year-on-year growth [8] - Lens Technology is transitioning from traditional manufacturing to AI hardware platforms, maintaining a solid consumer electronics base due to the popularity of Apple's new devices [10] Group 4: Industry Trends - The Apple supply chain is experiencing a new phase of acceleration, with both Luxshare and Lens Technology showcasing strong growth and innovation [10][11] - The overall trend in the Apple supply chain indicates a stable yet upward trajectory, with companies leveraging technology upgrades and industry expansion to enter the AI-driven manufacturing era [11] - Despite challenges in Apple's revenue in China, its supply chain companies are positioned to benefit from large orders and the wave of AI infrastructure and smart hardware [11]