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港股概念追踪 | 信心满满!苹果iPhone 14扩大备货量 相关产业链有望受益(附概念股)

Hong Kong stock concept tracking | full of confidence! Apple Inc iPhone 14 is expected to benefit from the industrial chain related to the expansion of inventory (with concept stocks)

Zhitong Finance ·  Aug 9, 2022 14:34

Apple Inc has begun recording the autumn product launch in September, when the new iPhone14 series, the eighth-generation Apple Watch and the new "durable" Apple Watch are expected to be released, Zhitong Financial APP learned. The report also said that the first autumn conference will be held on Sept. 13, while the iPhone14 series will be launched on Sept. 23. The related mobile phone industry chain plates include Gao Wei Electronics (01415), BYD Electronic (00285), Sunny Optical Technology (02382), AAC Technologies Holdings Inc. (02018) and so on.

It is reported that Apple Inc has already started the recording of the video of the press conference, and the final date of the press conference will be set on September 13. According to Apple Inc's usual practice, the iPhone 14 series after this launch will be launched on September 23. The September launch will focus on the new iPhone and Apple Watch, while the second launch in October will focus on Mac and iPad. According to recent supply chain news, iPhone 14 Standard Edition will not increase the price this time, maintaining the previous generation's starting price of 5999 yuan. And the iPhone 14 Pro series of two models, this time will likely usher in a price increase, of which iPhone 14 Pro is expected to start at 8999, iPhone 14 Pro Max is expected to start at 9999.

As for iPhone14 inventory, media quoted supply chain sources as saying that despite the downturn in the smartphone market, Apple Inc recently expanded the initial stock of the new iPhone14 series to 95 million units, an increase of about 5 per cent from previous expectations. In addition, Apple Inc added parts orders for the new iPhone to suppliers, hoping to further expand market share when sales of Android phones are sluggish. With Apple Inc's new product release approaching, Foxconn, Pegatron, Lance Technology and other fruit chain contract factories and suppliers are recruiting workers with high wages on a large scale, of which Foxconn's Zhengzhou plant is at its peak. A number of fruit chain listed companies said that major customer orders are stable and there is no big fluctuation compared with previous years.

In terms of transportation services, Apple Inc's official website in China recently officially launched the "flash delivery" service at the Apple Store retail store, charging 45 yuan, which can be delivered within three and a half hours. At present, the "flash delivery" service is only provided in Shanghai, but it will be launched one after another, and finally spread throughout the Chinese market, covering many product categories, such as iPhone, iPad, Mac and so on. In addition, Apple Inc's official website also launched a "regular delivery" service, where customers can choose to deliver goods within one to two hours, which is currently free.

It is worth mentioning that global smartphone shipments fell to 287 million units in the second quarter of 2022, the lowest quarterly level since the outbreak, according to data released by Canalys. Although it is not Apple Inc's seasonal peak season, Apple Inc still shipped 49.5 million smartphones, accounting for 17% of the market share, ranking second. Guoxin Securities said that Apple Inc brand shipments in the second quarter showed strong consumer resilience, and the consumer electronics industry chain is ushering in a fundamental inflection point in the third quarter under the influence of order pursuit demand after the traditional "fruit chain" stock peak season. Apple Inc industrial chain configuration value is outstanding.

China Merchants said that looking forward to the second half of the year to next year, Apple Inc's new product innovation is better than last year, mobile phones, watches, headphones and other products are all in a growth trend, the stock of new products is still expected to be good, and the inventory in the supply chain is healthy. Downstream demand is obviously better than Android chain, it is believed that sustained growth or acceleration in the second half of the year is worth looking forward to.

Related concept stocks:

Gao Wei Electronics (01415): according to market news, the iPhone14 front camera will usher in a big upgrade. Tianfeng International analyst Guo Mingyi said that Gao Wei Electronics will be one of the winners of this upgrade, which benefits from the vertical integration of CCM and VCM.

BYD Electronic (00285): as early as 2012, BYD began to manufacture mobile phones for Apple Inc and its iPad and other electronic products.

Sunny Optical Technology (02382): according to market news, Shunyu continues to cooperate with Apple Inc in the field of AR/VR, and the company has officially entered the supply chain of iPhone mobile phone lens.

AAC Technologies Holdings Inc. (02018): since 2010, he has become the official supplier of Apple Inc, providing Apple Inc with iPhone crisis electric microphones, high-specification electro-acoustic components and so on.

The translation is provided by third-party software.


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