Group 1 - The core point of the article is that Apple will use Samsung's COE technology OLED display for its 20th anniversary iPhone, which will make the display brighter and thinner [1][2] - The adoption of COE technology will result in a thinner display and improved light transmittance, allowing for higher brightness without increasing power consumption [2] - Apple faces challenges in managing reflection and glare control without traditional OLED polarizers, likely requiring advanced coatings and pixel-level materials to maintain outdoor usability [2]

Group 1 - Shanghai Green捷 Company is under investigation for allegedly concealing food safety information related to shrimp dishes supplied to schools, leading to a police investigation and the detention of relevant personnel [3] - Avita Technology plans to submit its IPO application to the Hong Kong Stock Exchange in Q4 2023, with a target to complete the listing by Q2 2024 [5] - Jaguar Land Rover has extended its production halt until October 1, 2025, due to a cybersecurity incident [11] Group 2 - New Stone Technology has delivered its 10,000th autonomous vehicle, marking a significant milestone in the scale application of autonomous delivery [9] - BOSS Zhipin has banned 2,000 accounts for violations related to sexual harassment and inappropriate job postings from June to August [11] - The Shanghai Disney Resort plans to expand its "Soaring Over the Horizon" attraction, increasing its visitor capacity by approximately 50% [18] Group 3 - The top ten SUV manufacturers in China sold 6.488 million units from January to August 2025, accounting for 66.8% of total SUV sales, with Tesla experiencing a decline in sales compared to the previous year [25] - The pre-sale box office for new films during the 2025 National Day holiday has surpassed 5 million, with "Assassination Novelist 2," "Life of Langlang," and "Volunteer Army: Blood and Peace" leading the pre-sale rankings [27] - The autonomous vehicle sector is seeing significant investment, with companies like Reexen Technology and AESC completing substantial funding rounds to enhance their technological capabilities [19][20]

据证券时报·数据宝统计，A股中属于苹果产业链相关概念股共有90多只，主要集中在电子、机械设备等 行业。年内上述概念股平均涨幅超40%，远远超过上证指数涨幅，隆扬电子、汇成真空、杰普特、强瑞 技术等9只个股年内股价翻番。 数据来源：证券时报中心数据库 从苹果概念股今年上半年业绩来看，按照半年报、业绩快报、业绩预告下限（无下限则取公告数值）统 计，截至8月27日，有28只概念股净利润同比增长，26只净利润同比下降，5只减亏，还有1只扭亏为 盈，报喜比例超五成。 其中，有5只概念股上半年净利润增幅超100%。金田股份净利润增幅最高，上半年实现归母净利润3.73 亿元，同比增长203.86%，公司此前在投资者互动平台上表示，目前已与苹果公司就低碳再生材料签署 《总体开发与供应协议》，旨在为其长期提供低碳再生材料，共同推进低碳可持续发展。 从机构关注度来看，7月以来有31只概念股获得机构调研，水晶光电、奥普特、工业富联、闻泰科技的 关注度较高，调研机构均在100家以上。 当地时间8月26日，苹果公司公布媒体邀请函，宣布美东时间9月9日下午1点（北京时间9月10日凌晨1 点），在加州库比蒂诺的苹果园区举行发布会，主题为： ...

Market Performance - The Dow Jones Industrial Average increased by 443.13 points, closing at 42762.87, a rise of 1.05% [2] - The Nasdaq Composite rose by 231.5 points to 19529.95, reflecting a 1.20% increase [2] - The S&P 500 index gained 61.06 points, ending at 6000.36, which is a 1.03% increase [2] - European markets showed mixed results, with the Euro Stoxx 50 up by 19.62 points (0.36%) and the German DAX down by 19.12 points (-0.08%) [2] - Asian markets experienced declines, with the Hang Seng Index down by 114.43 points (-0.48%) and the Shanghai Composite Index down by 19.8 points (-0.04%) [2] U.S.-China Economic Relations - The Chinese Vice Premier He Lifeng is set to visit the UK from June 8 to 13, during which the first meeting of the U.S.-China Economic and Trade Consultation Mechanism will take place [4] Rare Earth Export Controls - The Chinese Ministry of Commerce stated that export controls on rare earths are in line with international practices, considering both military and civilian applications [5] Electric Vehicle Trade Discussions - The Chinese Ministry of Commerce announced that discussions regarding the EU's anti-subsidy case against Chinese electric vehicles are in the final stages [6] Employment Data - The U.S. non-farm payrolls increased by 139,000 in May, slightly above market expectations, while the unemployment rate remained steady at 4.2% for the third consecutive month [8] Meta's AI Investment - Meta is in talks for a potential investment exceeding $10 billion in the AI startup ScaleAI, which could become one of the largest private company financings in history [9] Apple iOS Development - Apple is expected to introduce a new "liquid glass" design in iOS 26, aimed at the 20th anniversary iPhone, featuring curved glass edges and a true full-screen design [10]

Core Insights - Apple is preparing to launch two special edition iPhones to celebrate the 20th anniversary in 2027, including a long-awaited foldable iPhone and a glass-centric iPhone Pro version [1][2] - The foldable iPhone is expected to enter mass production in the second half of 2026, with a full-screen design featuring a 7.76-inch display and a resolution of 2713×1920 [2] - The new iPhones will not be produced in India due to their complexity and the need for new components and production technologies [2] Group 1 - Apple is developing two 20th anniversary iPhone models, a foldable version and a glass-centric Pro version, which are anticipated to drive growth for suppliers like Hon Hai, TSMC, and Largan [1] - The anniversary iPhones will feature a more elegant design that integrates glass elements, enhancing both aesthetics and technology [1] - The foldable iPhone will be exclusively assembled by Hon Hai, with OLED screens supplied by Samsung Display, and is currently in trial production [1] Group 2 - The second-generation foldable iPhone is set to be released in September 2027, incorporating user feedback from the first generation [2] - The foldable iPhone will utilize a new material to eliminate screen creases, distinguishing it from existing foldable phones [2] - Apple has not launched significant new design products outside of China, and the complexity of the anniversary models poses challenges for production outside of China [2]

Core Viewpoint - Apple plans a significant redesign of the iPhone in 2027 to celebrate the 20th anniversary of its launch, with a focus on using glass materials for a refreshed visual and tactile experience [1][4]. Group 1: Design and Production Challenges - The 20th anniversary iPhone is expected to have a record-high price, surpassing previous models [4]. - Apple faces external challenges, including unresolved high tariffs imposed by the U.S. on China, which could impact production costs and logistics [4]. - Although Apple is relocating some iPhone production to India, current capacity there is only about one-third of the annual demand in the U.S., making a complete transition unrealistic in the short term [4]. - The complexity of the new design for the anniversary model requires advanced production techniques and new components, complicating large-scale production outside of China before 2027 [4][5]. - Historically, Apple has never produced significant new product designs outside of China, adding uncertainty to the production of the anniversary iPhone [4]. Group 2: Manufacturing Dependency - Apple's CEO Tim Cook has praised China's manufacturing capabilities, highlighting the challenges the company faces in diversifying its manufacturing base away from China [5]. - Despite efforts to reduce reliance on Chinese manufacturing, the current situation suggests that launching cutting-edge iPhone products without Chinese factories may be extremely difficult [5].