据供应链权威市场调查机构周报数据显示，2025年第21周（5月19日-5月25日），苹果在中国智能手机 市场以25.9%的销量市占率位居第一，较前一周（W20）的21.5%进一步扩大优势，蝉联两周销量份额 冠军。 这一成绩不仅打破了华为、小米等国产厂商的持续领跑态势，更创下近三年来苹果单周市场份额新高。 供应链信息显示，iPhone 16 Pro 系列在W21周激活量突破80万台，较降价前增长150%，其中128GB版 本叠加国补后仅5499元，成为苹果史上最便宜Pro机型。 从市场竞争格局看，OPPO（含一加、realme）以14.9%位列第二，华为14.8%紧随其后，小米、vivo分 别以14.6%和14%的销量份额排名第四和第五。 这一数据与2025年第一季度形成鲜明对比——彼时苹果在华出货量同比下滑8%，市场份额仅13.7%，排 名第五（数据来源：Canalys）。 苹果此次销量爆发的核心推手是其首次深度参与中国政府主导的"智能终端补贴计划"。 iPhone 16 Pro系列中的128GB版本原价7999元，5月10日苹果官网直接下调1445，再叠加国补500元和平 台百亿补贴等多重优惠，最终售价低至 ...

Core Viewpoint - The recent volatility in Apple's supply chain stocks is driven by a combination of easing US-China tariff policies and Apple's aggressive pricing strategies, alongside mixed market sentiment regarding future performance [1][3][9]. Market Performance - On May 12, the Apple concept index (BK0666) closed at 2985.77 points, with a single-day increase of 2.91%. Notable stocks like LeChuang Technology surged by 22%, while several others exceeded 10% gains [2]. - However, by May 15, the index fell to 2911 points, indicating a decline from the previous highs, with many stocks in the Hong Kong market also experiencing significant drops [2]. Factors Influencing Volatility - The fluctuations in stock prices are attributed to two main factors: the recent US-China tariff adjustments and Apple's price reductions on its products. The US has announced a temporary suspension of certain tariffs, which is seen as a positive development for the supply chain [3][4]. - Apple's recent price cuts, particularly on the iPhone 16 Pro series, have seen reductions of up to 2500 yuan, with discounts exceeding 30% in some cases [4]. Financial Performance of Key Suppliers - Apple's financial results for Q2 of the 2024-2025 fiscal year showed revenues of $95.4 billion, a 5% year-over-year increase, and a net profit of $24.78 billion, up 4.84% [6]. - Key suppliers such as GoerTek, Lens Technology, and Luxshare Precision reported mixed results for Q1 2025, with revenues of 16.30 billion yuan, 17.06 billion yuan, and 61.79 billion yuan respectively, showing year-over-year growth rates of -15.57%, 10.10%, and 17.90% [7][8]. Future Outlook - Analysts suggest that the Apple supply chain may have room for recovery, driven by easing tariffs and low valuations, alongside anticipated product innovations from Apple in the coming years [9]. - Expectations are set for a new wave of product launches, including foldable screens and AI glasses, which could invigorate the supply chain and lead to an upward trend in related companies [9].

苹果官方直营渠道的价格一向表现"坚挺"，当时这一降价幅度引发外界热议。因此，今年有不少消费者等待苹果在"618"大促期间拿出更大的优惠力 度。记者注意到，此前外界就有消息传出，苹果近期会对iPhone 16 Pro系列进行调价。 iPhone产品频繁降价背后，是苹果在大中华区的营收连续下滑。今年"五一"假期期间，苹果公司发布了2025财年第二季度（截至2025年3月29日）的财 报，当季实现营收954亿美元，同比增长5.1%；净利润247.8亿美元，同比增长4.8%。 5月10日，有消息称，苹果今日向渠道商下发了调价通知，这也是苹果首次在周六宣布调价。 从渠道商透露的降价幅度来看，此次涉及的产品主要是iPhone 16 Pro系列，iPhone 16 Pro Max全容量版本降价160美元，对应1313.06元人民币；iPhone 16 Pro中，128GB版本降价176美元，对应1445.27元人民币，其他容量版本均降价160美元。 苹果此次调价，恰逢国内电商平台"618"大促活动即将开启。近日，天猫、京东、抖音、快手等平台相继发布了"618"大促的相关玩法和规则。与往年相 比，今年战线再度前移，例如淘宝和 ...