消息面上，Counterpoint此前发布报告称，2025年第三季度前八周，中国智能手机市场销量同比下降 2%，这与期内促销活动和国家补贴政策加剧了中高端市场的竞争且消费者更倾向购买中高端产品有 关。该机构预计，2025年第三季度中国智能手机市场将小幅下跌，而全年表现大体持平。 值得注意的是，OpenAI此前与果链龙头企业立讯精密（002475）达成战略合作。里昂表示，考虑到 OpenAI的设备团队核心成员均来自苹果公司，其选择与苹果供应链企业合作亦属合理。预计有关举措 可为现有苹果供应链企业带来新增长动力。 苹果概念股全线下跌，截至发稿，高伟电子(01415)跌5.32%，报36.64港元；富智康集团(02038)跌 5.05%，报17.66港元；比亚迪（002594）电子(00285)跌4.28%，报41.58港元；丘钛科技(01478)跌 3.33%，报15.98港元。 ...

Core Viewpoint - Apple concept stocks have seen significant gains following the strong sales performance of the iPhone 17 series, which has led to increased production forecasts and positive market sentiment [1] Group 1: Stock Performance - Qiu Tai Technology (01478) rose by 7.11%, trading at HKD 16.73 - Sunny Optical (02382) increased by 4.61%, trading at HKD 89.6 - Hong Teng Precision (06088) gained 4.2%, trading at HKD 6.45 - AAC Technologies (02018) saw a rise of 2.56%, trading at HKD 45.64 [1] Group 2: iPhone 17 Sales and Production - The iPhone 17 series has maintained high sales momentum since its launch on September 19, with delivery times on Apple's official website extending to 3-4 weeks - Following strong pre-sale performance, Apple has notified two suppliers to increase the daily production of iPhone 17 by at least 30% - Wedbush analysts noted that global demand for the iPhone 17 series is 10%-15% higher than that of the iPhone 16, indicating a new growth cycle for Apple [1] Group 3: Strategic Partnerships - OpenAI has formed a strategic partnership with Luxshare Precision (002475) to jointly develop a revolutionary AI device for consumers - According to sources from Credit Lyonnais, OpenAI is also in discussions with Lens Technology (300433) and AAC Technologies regarding component supply - Given that key members of OpenAI's device team come from Apple, collaborating with Apple’s supply chain companies is seen as a logical move, potentially providing new growth momentum for existing Apple supply chain firms [1]

Group 1 - Apple concept stocks saw gains in late trading, with notable increases in shares of companies such as Q Technology (up 5.16% to HKD 16.11), Lens Technology (up 4.12% to HKD 30.34), and Sunny Optical (up 1.36% to HKD 86) [1] - Reports indicate that the iPhone 17 standard and Pro Max models are receiving strong demand, with some delivery times extending beyond the pre-order period, suggesting higher-than-expected interest in the standard iPhone 17 [1] - JPMorgan has raised its shipment and profit forecasts for Apple over the next two years, adjusting its target price for Apple to USD 280 based on early signs that the new models may perform better than previously anticipated [1] Group 2 - OpenAI has reportedly signed agreements with Luxshare Precision and other companies to develop a consumer-grade device, indicating collaboration with the domestic supply chain [1] - Analysts from Jefferies noted that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, highlighting the strategic choice to partner with Apple’s supply chain companies [1] - The collaboration with OpenAI is expected to provide new growth momentum for existing Apple supply chain companies, given that key members of OpenAI's device team have backgrounds at Apple [1]

Group 1 - Apple concept stocks saw a rise in late trading, with notable increases in shares of companies such as Q Technology (+5.16% to HKD 16.11), Lens Technology (+4.12% to HKD 30.34), and Sunny Optical (+1.36% to HKD 86) [1] - Reports indicate that the iPhone 17 standard and Pro Max models are both in high demand, with some models experiencing longer delivery times than the pre-order period [1] - Analysts suggest that the popularity of the iPhone 17 standard version has exceeded expectations, positively impacting the supply chain and component manufacturers [1] Group 2 - Morgan Stanley has raised its shipment and profit forecasts for Apple over the next two years, adjusting the target price for Apple to USD 280 based on early signs of better-than-expected performance for the new models [1] - OpenAI has reportedly signed agreements with companies like Luxshare Precision to develop a consumer-grade device, confirming collaboration with domestic supply chains [1] - Analysts from Credit Lyonnais noted that OpenAI is also in discussions with Lens Technology and AAC Technologies regarding component supply, indicating a strategic partnership with Apple’s supply chain [1]

Group 1 - The core viewpoint of the article highlights a significant surge in Hong Kong-listed Apple concept stocks, driven by strong pre-order performance of the iPhone 17, leading to increased production demands from Apple [1] - Major Apple supplier Luxshare Precision has been asked to increase the daily production of the standard iPhone 17 by approximately 40%, while non-electronic component suppliers have been notified to raise their daily supply by about 30% [1] - Goldman Sachs' tracking of Apple.com pre-order data indicates that delivery times for all iPhone 17 models are longer than previous generations, with the standard and Pro Max models experiencing the most significant delays of 8 days, and an average increase of 17 days in the Chinese mainland market, reaching a waiting period of 27 days [1] Group 2 - The article lists notable stock price increases for various Apple concept stocks, with Hong Teng Precision leading with a rise of over 16%, followed by Gao Wei Electronics and Lens Technology with increases of over 7% [1] - The strong pre-order demand signals support Goldman Sachs' expectation of an 8% growth in iPhone revenue for Apple's fourth fiscal quarter [1]

Group 1 - The core point of the news is that the delivery times for all models of the iPhone 17 are longer than those of previous models, indicating strong pre-order demand, particularly in the Chinese market [1] - Goldman Sachs reports that the average delivery time for the iPhone 17 in mainland China has increased by 17 days, reaching a total waiting period of 27 days [1] - The increase in delivery times supports Goldman Sachs' expectation of an 8% growth in iPhone revenue for Apple in the fourth fiscal quarter [1] Group 2 - Apple-related stocks have seen a significant increase, with some rising over 10% [2]

Core Viewpoint - Apple-related stocks have generally risen, driven by strong pre-order demand for the iPhone 17, particularly in the Chinese market, which supports expectations for an increase in Apple's iPhone revenue in Q4 [1] Group 1: Stock Performance - Hongteng Precision increased by approximately 5% [1] - QiuTai Technology and GaoWei Electronics both rose over 4% [1] - Lens Technology rose by 1.7%, Sunny Optical by 1.5%, FIH Mobile by 1.2%, and AAC Technologies by 0.5% [1] Group 2: Pre-order Data - Goldman Sachs tracked pre-order data from Apple.com, indicating longer delivery times for all iPhone 17 models compared to previous generations [1] - The standard and Pro Max models saw the most significant increase in delivery times, extending by 8 days [1] - In the Chinese mainland market, the average delivery time increased by 17 days, reaching a total wait time of 27 days [1] Group 3: Revenue Expectations - Goldman Sachs expects an 8% growth in iPhone revenue for Apple in Q4, supported by strong pre-order demand signals [1]

Core Viewpoint - Apple-related stocks have generally risen, driven by strong pre-order demand for the iPhone 17, particularly in the Chinese market, which supports expectations for an increase in Apple's iPhone revenue in Q4 [1] Group 1: Stock Performance - Hongteng Precision increased by approximately 5% [1] - QiuTai Technology and GaoWei Electronics both rose over 4% [1] - Lens Technology rose by 1.7%, Sunny Optical by 1.5%, and FIH Mobile by 1.2% [1] - AAC Technologies saw a slight increase of 0.5% [1] Group 2: Pre-order Data - Goldman Sachs tracked pre-order data from Apple.com, indicating longer delivery times for all iPhone 17 models compared to previous generations [1] - The standard and Pro Max models experienced the longest delivery time increases, with an extension of 8 days [1] - In the Chinese mainland market, the average delivery time increased by 17 days, reaching a total waiting period of 27 days [1] Group 3: Revenue Expectations - Goldman Sachs expects an 8% growth in iPhone revenue for Apple in Q4, supported by strong pre-order demand signals [1]

Core Viewpoint - The pre-sale of the iPhone 17 series has exceeded market expectations, showcasing Apple's strong brand appeal in the high-end smartphone market [2]. Group 1: Pre-sale Performance - The iPhone 17 series has surpassed 7 million reservations globally, with the standard model being the most popular [1]. - As of the latest updates, all models of the iPhone 17 series have sold out, with over 2 million reservations on JD.com alone [4]. - Delivery times for the iPhone 17 series have been pushed to after October 15, indicating high demand [4][3]. Group 2: Product Features and Innovations - The iPhone 17 series features significant upgrades, including the A19/A19 Pro chip with AI computing power reaching 45 TOPS, enhancing on-device AI capabilities [11]. - The Pro series now includes a 48-megapixel rear camera and a new 2TB storage option for the iPhone 17 Pro Max, with the base model starting at 256GB [11]. - The iPhone 17 standard version supports a direct discount of 500 RMB under the "National Subsidy" program [12]. Group 3: Market Reaction and Stock Performance - Following the iPhone 17 series launch, Apple-related stocks in the A-share market have shown strong performance, with several stocks hitting their daily limit [14]. - Analysts believe that the iPhone 17 series marks the beginning of a strong product cycle for Apple, with expectations for continued innovation, including the upcoming iPhone Air and potential foldable models [15][16].

Core Viewpoint - The iPhone 17 series has officially launched and is experiencing unprecedented demand, surpassing market expectations, showcasing Apple's strong brand appeal in the high-end smartphone market [1][12]. Pre-Sale Performance - The total pre-order volume for the iPhone 17 series has exceeded 7 million units, with the standard model being the most popular [1]. - Apple's official website experienced overload issues due to high traffic, leading to the trending topic "iPhone 17 sold out" on social media [1]. - As of the report, all models of the iPhone 17 series are sold out, with additional pre-orders reaching over 2 million on JD.com [1]. Product Features and Upgrades - The iPhone 17 series features significant upgrades, including the A19/A19 Pro chip with AI computing power reaching 45 TOPS, enhancing on-device AI capabilities [9]. - The rear cameras of the iPhone 17 Pro series have been upgraded to 48 million pixels, and the design includes aluminum unibody and second-generation ceramic shield [9]. - The iPhone 17 series has eliminated the 128GB storage option, with 256GB being the minimum, allowing consumers to get more storage at the same starting price of RMB 5999 [9]. - The standard version of the iPhone 17 supports a direct discount of RMB 500 through the "National Subsidy" program [9]. Market Reaction and Stock Performance - Following the launch of the iPhone 17 series, Apple-related stocks in the A-share market have shown strong performance, with companies like Luxshare Precision and Industrial Fulian hitting their daily price limits [12]. - Analysts believe that the iPhone is entering a strong product cycle, with the upcoming iPhone Air and potential foldable models driving innovation [12]. - The performance improvements of the A19 chip and the introduction of new features are expected to enhance Apple's market position and lead to increased sales [13].