苹果在今天凌晨放出了2025年秋季新品发布会的邀请函，正如爆料所言，苹果将在9月9日上午10点举办 新品发布会，也就是北京时间9月10日凌晨1点。 在本次发布会中，iPhone 17系列手机将会发布，Apple Watch Series 11系列、Apple Watch Ultra 3、 AirPods Pro 3等新品也会同步推出。 苹果CEO库克对此也在微博发文，称太平洋时间 9 月 9 日周二，北京时间 9 月 10 日周三，准备好迎接 一场超燃的苹果发布会！ 对于库克的这番言论，不少人认为是对新功能的预热，并且是关乎散热方面的,邀请函中的苹果 LOGO，也像是热量分布图。据此前的爆料显示，苹果将在iPhone 17系列中首次使用VC散热，这种散 热规格大幅度扩大散热面积，可以将芯片热量均匀分布，快速传导到机身表面散热，可以显著降低芯片 温度，加强性能释放能力。而这正是苹果手机需要的，此前的苹果手机空有高性能芯片，却因为散热能 力不足，总是被限制性能释放。 然而据爆料称，只有iPhone 17 Pro和iPhone 17 Pro Max会配备VC散热，标准版和新款的iPhone 17 Air则 没有VC ...

Group 1: Macro Overview - The manufacturing PMI in China for May rose slightly to 49.5, indicating signs of stabilization despite remaining in the contraction zone [2][13] - The easing of temporary tariffs between China and the US has led to a rebound in some foreign trade orders, supported by the central bank's continued liquidity injections [2][13] - The overall manufacturing sector in China is showing signs of recovery under policy support, but external uncertainties remain, necessitating ongoing attention to the evolution of China-US trade policies and their potential global economic impacts [2][13] Group 2: Domestic Demand and Supply - Domestic consumption remains stable, with passenger car retail sales showing a year-on-year increase of 16.9% in May [3] - External demand indicators, such as the Baltic Dry Index, continue to decline, reflecting a drop of 29.0% year-on-year [3] - Industrial production showed significant improvement in May, with various sectors experiencing increases in operating rates, although the real estate and infrastructure sectors remain subdued [4] Group 3: Price Trends - The CPI shows a downward trend in pork prices, while fruit and vegetable prices fluctuate [5] - The PPI indicates a general decline in prices for black commodities, with significant drops in coal and steel prices [5] - The low price indices reflect an oversupply situation and unstable long-term demand expectations, impacting commodity price recovery [15] Group 4: Investment and Policy Outlook - The government has accelerated the issuance of special bonds, with the progress reaching 48.9% as of May 31 [7] - The central bank's liquidity support remains robust, with expectations for new policy financial tools to be implemented in the second quarter [8] - The investment strategy for June focuses on three main lines: consumption, technology, and dividends, with an emphasis on value stocks in these sectors [19][21] Group 5: Company-Specific Insights - Jebon Technology, established in 2007, focuses on precision components for consumer electronics, with a significant revenue contribution from precision functional and structural parts [28] - The company is expanding into the VC cooling sector and new materials, including carbon nanotubes, which are expected to drive future growth [29] - The global demand for carbon nanotubes is projected to reach 224 billion yuan by 2025, positioning Jebon Technology favorably in the market [29]