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苹果新品发布在即 机构密集调研产业链公司
Zheng Quan Shi Bao· 2025-08-27 17:42
Group 1 - Apple is set to hold a product launch event on September 9, 2023, in Cupertino, California, where it is expected to unveil the iPhone 17 series, including four models: standard, Pro, Pro Max, and a new Air version [1] - The iPhone Air is designed to be a lightweight and portable version, replacing the iPhone 16 Plus, with an estimated thickness of about 5.5 mm [1] - Apple is reportedly embarking on a three-year plan to revamp the iPhone lineup, which includes the introduction of a foldable iPhone expected in 2026, featuring a no SIM card design and Touch ID [1] Group 2 - Over 90 A-share stocks are related to Apple's supply chain, primarily in the electronics and machinery sectors, with an average increase of over 40% this year, significantly outperforming the Shanghai Composite Index [2] - In the first half of the year, 28 Apple-related stocks reported a year-on-year increase in net profit, while 26 saw a decline, with five reducing losses and one turning a profit [4] - Jin Tian Co., Ltd. reported the highest net profit growth of 203.86% in the first half of the year, having signed a long-term supply agreement with Apple for low-carbon recycled materials [4] Group 3 - Crystal Optoelectronics has been a focus of institutional research, with 224 institutions conducting surveys, revealing progress in its Vietnam base, which is expected to contribute to overall performance by 2025 [4] - Optoelectronics has also attracted significant institutional interest, with 196 institutions conducting research, benefiting from increased demand for visual inspection in consumer electronics manufacturing [5] - Eight Apple-related stocks have seen QFII investment, with significant holdings in companies like Xinwei Communication and Dazhu Laser, indicating foreign interest in these stocks [5]