According to media reports, Apple will hold its largest product launch event of the year on September 9th local time, during which the company will introduce its latest iPhone, watch, and AirPods. Although the specific time has not been announced yet, the company is preparing for the event to take place on this Tuesday. After the launch, the new phones will be available for sale on September 20th, consistent with Apple's usual practice in recent years. Meanwhile, at the first delivery ceremony of the Enjoy S9, Yu Chengdong responded to the release date of Huawei's first triple-folding screen phone, confirming that it will be officially unveiled in September this year.

New products from major consumer electronics manufacturers will be released in September, further stimulating market sentiment. Huafu Securities states that consumer electronics are at the three turning points of short-term stabilization and recovery, industry innovation driven by AI, and continuous catalysis of new products from industry giants. (1) AI will first be implemented in mature consumer electronics products such as smartphones, driving both quantity and price increases. (2) In addition, AI will accelerate exploration of new hardware forms. AIoT products such as AR/VR and watches are expected to explore new application scenarios under the empowerment of AR, accelerating innovation in the new hardware form of consumer electronics.

According to the Financial Data Center, among related listed companies:

Jiebang Technology mainly specializes in precision functional and structural components for consumer electronics, with the majority of its products being used in Apple's laptops and tablets.

Jinfu Technology specializes in optical films, tapes and insulation cutting products, precision metal structural components, and products such as graphene heat dissipation film in investment projects, which can be widely used in various consumer electronics products such as smartphones, tablets, and smart wearable devices.