Apple(US:AAPL) 中国基金报·2026-01-22 03:45Core Viewpoint - Apple has launched a limited-time promotion in China, offering discounts of up to 1000 yuan on selected products, excluding the newly released iPhone 17 series [2] Group 1: Promotion Details - The promotion runs from January 24 to January 27, 2026, and applies to products such as iPhone 16, MacBook, iPad, and Apple Watch, with a limit of 2 items per product category per customer [4] - Eligible payment methods include Alipay, Huabei, WeChat Pay, and specific credit cards, and the promotion cannot be combined with other discounts [4] Group 2: Market Response - Many consumers expressed skepticism about the promotion, with some stating that they would prefer to purchase from third-party retailers offering better deals [5] - The price of the 128GB iPhone 16 is listed at 5399 yuan, with a promotional price of approximately 5099 yuan, while similar models on JD.com are available for under 4500 yuan after subsidies [7][9] Group 3: Inventory and Pricing Strategy - Observers suggest that the price cuts may be a strategy to clear inventory ahead of the anticipated price increase for the iPhone 18 series due to rising chip costs [11] - Apple's pricing strategy, combined with domestic subsidy policies, has significantly boosted sales, with a reported 21.5% year-on-year increase in shipments in Q4 2025, reclaiming a 21.1% market share in China [14] Group 4: Sales Performance - Despite a decline in revenue from the Greater China region in FY2025, the launch of the iPhone 17 series has reversed this trend, with approximately 13.3 million units sold by the end of the 49th week of 2025 [14] - The iPhone 17 Pro Max has shown particularly strong performance, with over 7.85 million units activated and an average selling price of around 11,000 yuan [14]