另外，受益于消费电子需求的强劲势头，果链相关个股上半年取得亮眼成绩。具体来看，舜宇光学上半年收入同比增长约32.1%；纯利则同比增长约147.1%。此前，丘钛科技中期业绩同样超出预期，该公司上半年收入同比增长40%，利润同比增长454%。华福证券认为，消费电子高成长周期有望开启，核心看好果链和终端创新受益标的。Apple suppliers have strong performance. As of the time of publication, Chicony Electronics (02382) rose 7.37% to HKD 48.8, Cowell (01415) rose 3.77% to HKD 23.4, and AAC Tech (02018) rose 2.93% to HKD 29.85.
According to reports, Apple suppliers have strong performance. As of the time of publication, Chicony Electronics (02382) rose 7.37% to HKD 48.8, Cowell (01415) rose 3.77% to HKD 23.4, AAC Tech (02018) rose 2.93% to HKD 29.85, and FIH (02038) rose 2.44% to HKD 0.84.
On the news front, iPhone 16 is expected to be officially released on September 10, with pre-sales starting on September 13 and full launch on September 20. In addition, it is expected that about 50,000 employees will be recruited in Zhengzhou Foxconn in August to enter mass production of iPhone 16 series components. Soochow Securities pointed out that with the peak season for inventory of new iPhone components in August, production and delivery is expected to accelerate, and the market is highly concerned about the launch of the iPhone 16 series in September.
In addition, benefiting from the strong demand for consumer electronics, stocks related to the Apple supply chain achieved outstanding results in the first half of the year. Specifically, Chicony Electronics achieved a year-on-year revenue growth of about 32.1% in the first half of the year, while net profit increased by about 147.1% year-on-year. Earlier, Q Tech's mid-year performance also exceeded expectations, with its revenue increasing by 40% year-on-year and profit increasing by 454% year-on-year. Hua Fu Securities believes that the high-growth cycle of consumer electronics is expected to begin, and it is bullish on the Apple supply chain and terminal innovation beneficiaries.
