Apple's new machine dynamically ignite related concept stocks major mobile phone brands to block the attitude of blocking

On August 11th, the Apple concept stock section was strong after opening the market.

Source ｜ Securities Daily

Author ｜ Jia Li

Edit ｜ Zhang Runqi

On August 11, the Apple concept stock sector opened strongly on the market. As of the closing section index rose by more than 4.69%, it has reached a new high in the past 7 months. In terms of individual stocks, Zhengye Technology, Yiyinzhi, Furong Technology, Kerry Technology, and Xinlun New Materials have strong daily limit.

On the news, a copy of Apple's internal documents stated that the iPhone 14 series originally scheduled to be released on September 13 will be released on September 6, but the first sales date is still September 23. In this regard, Apple China has not denied it, but it is said that the specific time needs to pay attention to official news.

"Manufacturers posted new mobile phones in advance, generally to launch before competing. In addition, Apple released the new iPhone in advance, which can also leave sufficient time for the supply chain. Since the market continues to be sluggish and the time of user changes will be extended, the time of user replacement will be extended. , The industry's shipments have declined, and the pressure of various brands is very high. It is expected that a new wave of new machines will be released in September, and the competition will be extremely fierce. "Darui consulting founder Ma Jihua told the Securities Daily reporter.

There are rumors that the Mate50 series of Huawei flagship new machine may also be officially released in September. Recently, the network access information of the Huawei Mate50 series has been publicized in the Ministry of Industry and Information Technology. The industry was originally expected that the release time for Huawei's new mobile phones was very close to the release time of Apple's original new machines around September 12. Samsung Galaxy's new machine is released around August 10th, and the new machines of mobile phone brands such as Xiaomi and OnePlus have been released since August.

"Due to the large market competitive products, in order to seize the share in advance, each mobile phone manufacturer will release the new machine early to grab the first -mover advantage. Apple's new machine release time is usually in September. The time concentrated in this month is also a stance that blocks Apple. Now, Apple may also release it in advance, showing that market competition is more and more hot. "Yi Xianzhen, deputy general manager of Di Xian Information Consulting, said in an interview with the Securities Daily reporter.

Regarding the price issues that have attracted much attention from the outside world, Tianfeng International Analyst Guo Mingzheng posted on August 10 that compared with the iPhone 13, the average price of the iPhone 14 series models will rise by 15%to 1,000 US dollars to $ 1050 ( About RMB 6724 to 7060), this is because the two iPhone 14 Pro models are more expensive and shipments are higher.

He said that Foxconn is the main founder of the iPhone 14 series mobile phones and won 60%to 70%of orders. Therefore, the increase in the price of the iPhone 14 series is significantly beneficial to Foxconn's revenue.

Ling Zhi, the chief analyst of Witdisplay, believes, "From the exposed Apple's new mobile phone, the standard version of the model has not changed much compared with the previous generation. Pixels have increased costs. In order to increase profit margins, the price of iPhone 14 high -end series is more likely to rise. At the same time, due to factors such as this year's epidemic and inflation, the consumer electronics market is sluggish. Although Apple's performance is strong, sales may occur in China, but it may occur in China. Continuously decline, it needs to grab the opportunity for yourself. "

Public information shows that Apple expanded the total stock of the iPhone 14 series of new machines in the early stages of the initial stock preparation, with a high standard of 95 million units, an increase of about 5%compared with the previous expectations. Apple has now opened the video of the press conference.

Guoxin Securities analysts said that with the advent of the traditional consumer electronics stocking season, it continues to recommend Apple Industry Chain Company with a small downward risk of consumption power in its own user group. In addition, in August, Samsung, Xiaomi, and Motorola will successively release its iterative folding screen flagship mobile phones. Under the frequent release of new machines, the folding screen industry chain is also worth looking forward to.

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