- The leading stocks in the Apple industry chain have performed well in the past few months.
- However, there are also opinions that the new iPhone 12 will sell out.
- News sources found that many Apple stocks are the most important stocks of the fund.
At the Apple conference a few days ago, Apple announced the latest measures to reduce waste and carbon emissions. The iPhone 12 series no longer comes with earphones or chargers. When the news came out, it caused a large number of netizens (and even rivals) to condemn and mock the move.
Even the official Xiaomi account mocked Apple saying that a mobile phone without a charger is a nightmare. On October 14, the A-share Apple concept stocks were in a sluggish performance throughout the day.
The lack of bright spots that exceed market expectations in the new launch event and the higher price of mobile phones compared to iPhone 11 are considered to be one of the main reasons for the collapse of Apple’s industrial chain.
One TMT industry brokerage analyst told a reporter:
“The design highlights of the new model have been leaked before, and the price is the biggest suspense of the iPhone12. In the past year, domestic mobile phone manufacturers have taken the lead in launching 5G mobile phones, grabbing market share.
Therefore, the price of iPhone 12 will generate interest in the public to change phones. The direct impact is further reflected in the sales volume and the stock price of the industry chain.”
However, there are also opinions that the new iPhone 12 will sell out. The reasons are nothing more than many Apple users have not replaced their phones in 2-3 years, just waiting for 5G. Also, the appearance design is similar to the iPhone4, 10 years ago, which is eye-catching, and so on.
So, is the A-share Apple industry chain falling out of opportunities or traps?
The Industry Chain is Deeply Bound and the Valuation is High
No earphones and chargers, no fingerprints under the screen, no dual cards for the Mini model, and a wireless charger have increased the hidden starting cost of the iPhone 12. All of a sudden, complaints from the circle of friends flooded in.
However, before Apple’s 5G mobile phone landed, many institutions in the market pointed out that the new iPhone will generate a large number of replacement needs, and the Apple industry chain is expected to usher in the strongest cycle.
Under the consensus of the market, the leading stocks in the Apple industry chain have performed well in the past few months. Since June, Lens Technology’s cumulative increase has reached 115.87%; Goertek and Luxshare Precision (002475.SZ) have increased by 90.67% and 75.08%; Everwin Precision (300115.SZ) and USI have also performed well. Outperformed major stock indexes.
News sources found that many Apple stocks are the most important stocks of the fund. For example, Xinwei Communication (300136.SZ) as of the end of the second quarter, the largest holding stock of 6 funds, the second largest holding stock of 11 funds, and the third largest holding stock of 8 funds.
In addition, as of the end of the second quarter, the top ten shareholders of tradable shares of Lens Technology also had multiple new hybrid funds.
In September last year, Apple’s rare price cut was interpreted by the industry as a helpless move to promote sales after lack of innovation. A year later, the iPhone 12 will be priced at $799, which is a $100 increase compared to the iPhone 11. The prices of the remaining three iPhone 12 models are the same as last year.