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Zhao Yin International: It is expected that there will be no significant price increase for new iPhone products this year. Recommended stocks include BYD Electronics (00285).
CICC expects that there will be no significant price increase for the new iPhone this year, but the 128GB model may be discontinued, indirectly raising the starting price.
Is the largest ever wave of phone upgrades about to begin? The Apple iPhone 16 is about to debut, and these 24 Hong Kong and US stocks are expected to see a breakthrough.
Sinolink Securities research report pointed out that according to the information of the component supply chain, the iPhone 16 series new machine is expected to have a stock of 88 million to 90 million units, and Apple Intelligence is expected to empower the iPhone 16 new machine, accelerating the replacement cycle. Apple will continue to build its core competitiveness in chips, systems, hardware innovation, and end-side AI models. Apple's AI technology and hardware innovation are expected to drive hardware replacement demand. The competition pattern of the Apple industry chain is good, and it is expected to achieve a simultaneous increase in quantity and price.
Express News | Sinolink Securities: Apple's industry chain competition is good, and is expected to achieve both quantity and price increases.
AAC Tech (02018.HK) achieved revenue of 3.66 billion yuan in the first half of the year in the electromagnetic drive and structural components business, with large-scale shipments of the innovative telescopic lens drive module.
On August 22nd, AAC Tech (2018.HK) released its mid-term performance report for 2024. The group's revenue for the first half of the year was RMB 11.25 billion, a year-on-year increase of 22.0%. The gross margin was 21.5%, an increase of 7.4 percentage points compared to the same period last year. The net income was RMB 0.537 billion, a significant increase of 257.3% year-on-year, indicating a significant enhancement of profitability. The gross margins of various business lines continue to increase. The combined revenue of the Electromagnetic Transmission and Precision Structural Components business division for the first half of 2024 was RMB 3.66 billion, a growth of 1.1% compared to the same period last year. The gross margin was 22.9%, a rise of 3.6 percentage points year-on-year.
Express News | GTJA: The continued prosperity is expected, and the landing of Apple Intelligence will open up the growth space of the apple industry chain.
Hong Kong stock concept tracking | Fruit chain interim performance collectively improves iPhone16 high expectations may ignite a new market trend (with conceptual stocks)
With the weak recovery of the global consumer electronics market, the three giants of "Fruit Chain" - Luxshare Precision Industry (002475.SZ), Goertek Inc. (002241.SZ), and Lens Technology (300433.SZ) all achieved year-on-year growth in net income, with net income growth rate higher than revenue growth rate. The performance of Fruit Chain companies in the first half of the year in the Hong Kong stock market also saw significant improvement.