中国苹果概念股股价涨幅超过苹果

Core Viewpoint - The stock prices of Apple-related companies listed in mainland China and Hong Kong have shown strong performance, driven by the success of the new "iPhone 17" and a shift in business models towards profitability in the AI sector, contrasting with Apple's modest stock price increase of only 14% from late 2024 to December 2, 2025 [2][10]. Group 1: Financial Performance - Foxconn Industrial Internet (FII) reported a strong financial performance for Q3 2025, with revenue reaching 243.1 billion yuan, a 42% year-on-year increase, and net profit surpassing 10.3 billion yuan, up 62% [2]. - The revenue from AI servers using GPUs increased fivefold, while revenue from high-speed data communication network devices for AI data centers surged 27 times [5]. - Luxshare Precision, another Apple supplier, saw its revenue grow by 31% year-on-year to 96.4 billion yuan for Q3 2025, with net profit increasing by 25% to 3.9 billion yuan, largely attributed to AI-related factors [8]. Group 2: Business Model Shifts - Companies in the Apple supply chain are increasingly focusing on AI-related businesses to mitigate risks associated with dependency on Apple contracts, which can be terminated unexpectedly [9]. - Industrial Internet's strong performance in AI servers is partly due to the challenges posed by U.S. semiconductor export restrictions, leading to a restructuring of supply chains [7]. - Blue Glass Technology is attempting to reduce its reliance on Apple by diversifying into AI-equipped automotive smart cockpits, with its revenue from non-Apple related businesses growing to nearly 10% [9]. Group 3: Market Dynamics - The competitive landscape in AI investments between the U.S. and China is benefiting companies integrated into the global supply chain, as they adapt to the changing market conditions [2]. - The departure of Apple's AI department head raises questions about Apple's future profitability in AI, while companies that have already pivoted towards AI are receiving positive market feedback [10].