Apple urgently add 20 million units!Guoxin Securities: Follow the peak season of Apple Industry Chain

According to media sources, Samsung, the main panel supplier of iPhone 14, has received Apple notifications to add about 20 million iPhone 14 Pro series panel orders. The news pointed out that this is due to the sales volume of Apple iPhone 14 high -end PRO series models, and Apple urgently added 20 million orders, which is equivalent to an increase of over 22%.

Guoxin Securities's latest research report pointed out that global smartphone shipments in July decreased by 7.8%year -on -year, while Apple's share increased by 2.1%year -on -year. The pricing of the iPhone 14 series of new machines is better than market pessimistic expectations. Combined with the latest market shipment data, it continues to recommend the apple industry chain with small downward risk of user group consumption power and benefit Huawei's high -end machine user conversion cycle.

In the early morning of September 15th, the A -share apple concept stocks fell, Dongshan precisely fell more than 3.6%, Lan Si Technology fell more than 2.6%, and the leading stocks Lixun fell more than 2%. They all fluttered, and the industrial Fulian fluttered against the city.

The weight of the electronic ETF (515260) "fruit chain" has exceeded 30%, and the early trading is low and low, and now it has fallen by more than 1.4%.

Data show that the electronic sector has shrunk rapidly during the recent adjustment process. As of September 14, the CSI Electronics 50 Index PE valuation of the CSI Electronic 50 Index tracked by Electronic ETF (515260) was 24.33 times, which was more than 64%compared with the historical high (68.07 times). The valuation cost -effective.

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