Core Viewpoint - Apple is expected to launch its first foldable iPhone, potentially named "iPhone Ultra," which signifies a significant shift in its product lineup and branding strategy [1][2][4]. Group 1: Naming Strategy - The name "iPhone Ultra" is proposed due to the larger screen size of the foldable device, which surpasses the current iPhone 18 Pro Max, making "Max" an inadequate descriptor [1]. - Apple's naming conventions have shown a trend where "Ultra" replaces "Max" in its product lines, as seen with the M series chips, indicating a hierarchy of performance [2]. - The choice of "Ultra" aims to position the foldable iPhone as a unique product rather than just another foldable device, aligning with Apple's branding strategy of innovation [4]. Group 2: Hardware and Product Identity - Apple tends to create distinct identities for its products, as exemplified by the Apple Vision Pro, which is marketed as a "spatial computer" rather than a VR headset [3]. - The company aims to differentiate its foldable iPhone from competitors like Samsung and Google, which have used the "Fold" nomenclature, reinforcing its image as a pioneer in new product categories [4]. Group 3: Pricing Strategy - The pricing of the foldable iPhone is anticipated to be around or above $2000, significantly higher than the current highest model, the iPhone 17 Pro Max, which starts at $1199 [5][6]. - Using the "Ultra" designation may help consumers psychologically accept the higher price point, as it conveys a sense of premium quality and exclusivity [7].

Market Performance - The main board led the gains with notable stocks such as Fenghuo Communication (+10.02%), Kesen Technology (+10.01%), and Guanghe Technology (+10.01) [1] - The ChiNext board saw significant increases with Anlian Ruishi (+19.99%), Guangku Technology (+15.00%), and Longyang Electronics (+10.26%) [1] - The Sci-Tech Innovation board was led by Dekeli (+20.00%), Huicheng Co. (+14.16%), and Zhongwei Company (+11.43%) [1] - Active sub-industries included SW Communication Cables and Accessories (+5.44%) and SW Semiconductor Equipment (+5.28%) [1] Domestic News - Shangle Electronics announced plans to acquire an 88.79% stake in Ligong Technology through its wholly-owned subsidiary, aiming for a "1+1>2" synergy effect to enhance competitiveness [1] - Xingchen Technology revealed that it has chips suitable for AI glasses already shipped to end customers and is in discussions with various clients [1] - Jiangbolong reported over 80 million units of its main control chips deployed by the end of July, with continued rapid growth expected [1] - Huawei's rotating chairman announced the launch timeline for its Ascend chips, with the Ascend 950PR expected in Q1 2026 [1] Company Announcements - Zhejiang Shusu Culture announced a cash dividend of 0.08 yuan per share, totaling approximately 101.45 million yuan [3] - Focus Technology declared a cash dividend of 6 yuan for every 10 shares, based on a total share capital of approximately 317.24 million shares [3] - Yake Technology announced a cash dividend of 3.20 yuan for every 10 shares, totaling around 152.30 million yuan [3] - Yunzhu Technology reported receiving government subsidies amounting to 20.12 million yuan [3] Overseas News - According to DigiTimes, NAND and DRAM contract prices are expected to rise by 15-20% in Q4 2025, driven by AI infrastructure and supply constraints [4] - Reports indicate that Apple plans to launch the "iPhone Ultra" foldable phone in H2 2026, with initial shipment targets between 7 million and 10 million units [4] - Meta launched the new generation of smart glasses, Meta Ray-Ban Display, featuring high-resolution displays for various functionalities [4] - Schaeffler's inverter brick, equipped with Rohm's SiC MOSFET, has begun mass production, supporting higher battery voltages for electric vehicles [4]