Apple(US:AAPL) 21世纪经济报道·2026-01-25 09:20Core Viewpoint - Apple has initiated its third large-scale promotion within a month, offering significant discounts on various products, particularly the iPhone Air, which has seen a price drop of up to 2900 yuan in three months [1][12]. Group 1: Promotion Details - The promotion period is from January 25, 2026, 20:00 to February 11, 2026, 23:59:59, with the iPhone Air 256GB originally priced at 7999 yuan now available for 5499 yuan after a 2000 yuan discount [1]. - On JD.com, similar promotions are available, allowing the iPhone Air to be purchased for as low as 5099 yuan when combining various subsidies [1][4]. - Other Apple products, including the iPhone 17 Pro/Pro Max, MacBook Air, and iPad Air, are also receiving discounts ranging from 300 to 1200 yuan [7][8]. Group 2: Inventory and Market Response - Apple has prepared approximately 200,000 units of iPhone 17 Pro/Pro Max, 13,000 units of iPhone Air, 7,300 units of MacBook Air, 20,000 units of iPad Air, and 6,000 units of iPad mini for this promotional event [10]. - The market response has been positive, with consumers expressing excitement over the significant price reductions [5]. Group 3: Recent Sales Performance - In the fourth quarter of fiscal year 2025, Apple reported total revenue of 102.466 billion USD, an 8% year-over-year increase, with net profit reaching 27.466 billion USD, up 86% [12]. - However, revenue in the Greater China region decreased by 3.6%, contrasting with growth in other regions such as the Americas and Europe [13].