Group 1 - Apple is set to launch a budget version of the MacBook, expected to begin mass production between Q4 2025 and Q1 2026, featuring a 13-inch display and A18 Pro processor [1] - The new MacBook aims to boost total shipments, targeting a recovery to approximately 25 million units by 2026, with an estimated contribution of 5 to 7 million units from the budget model [1] - The current pricing for the 13-inch MacBook Air starts at $899, while the 15-inch version starts at $1099, and the MacBook Pro series starts at $1599 [1] Group 2 - Changying Precision (300115.SZ) is identified as a key beneficiary of the new products, responsible for the reference design of the budget MacBook's casing and providing frame components for the 2027 Apple smart glasses [2] - The company is expected to see a significant increase in shipments due to new orders, with projected revenue and profit growth of 15% to 20% and 30% to 40% year-on-year, respectively, in 2026 [2]