On February 13, it was reported that Apple had started the production of iPhone Se3, which is expected to be available in mid and late March. Previously, brokers expected that Apple would release the iPhone Se3 in the spring of this year, which supports 5g and is expected to sell from 2500 yuan.
In the first week of the opening of A-Shares in the year of the tiger, many apple concept stocks suffered heavy losses. Leading stocks of fruit chain such as Luxshare Precision Industry Co.Ltd(002475) , Goertek Inc(002241) , Lens Technology Co.Ltd(300433) fell sharply one after another. The market value of the three companies evaporated 39.67 billion yuan, 20.293 billion yuan and 10.395 billion yuan respectively in the first week, totaling 70.358 billion yuan.
In the Luxshare Precision Industry Co.Ltd(002475) , Goertek Inc(002241) , Lens Technology Co.Ltd(300433) stock bar, shareholders talked one after another. A shareholder said at the Goertek Inc(002241) stock bar: "you shouldn't come to copy the bottom. You lost more than 20000 in three days."
fruit chain suffered a heavy setback
According to China stock market news choice, the apple concept index fell 1.84% from February 7 to 11. Among them, Goertek Inc(002241) fell 12.62%, Lens Technology Co.Ltd(300433) 12.36%, Luxshare Precision Industry Co.Ltd(002475) 12.03%, Shenzhen Desay Battery Technology Co.Ltd(000049) 9.31%, Wuhu Token Sciences Co.Ltd(300088) 7.93%, Avary Holding (Shenzhen) Co.Limited(002938) 5.7%, Suzhou Dongshan Precision Manufacturing Co.Ltd(002384) 5.07%.
On February 8, Luxshare Precision Industry Co.Ltd(002475) the staff of the Securities Department responded to the reporter of China Securities News · China Securities Taurus that the fluctuation of stock price is affected by many factors, mainly market factors. On February 8, Goertek Inc(002241) said on the interactive platform of Shenzhen stock exchange that the company currently has no plan to modify the performance forecast of 2021.
On February 13, some media reported that Apple had started the production of iPhone Se3, which is expected to be available in mid and late March. As the price of the new machine may be similar to that of the previous generation, it is equipped with 5g and upgraded to A15 processor, which is expected to seize more market share of Android phones.
Recently, Foxconn, an apple OEM, also received good news. Wu Junyi, a spokesman for Foxconn's parent company Hon Hai, said the shortage of materials eased significantly in the first quarter.
Sinolink Securities Co.Ltd(600109) according to the analysis, with the mitigation of chip shortage, iPhone revenue in the first quarter is expected to continue, and apple is expected to release a new generation iPhone Se3 with 5g function at the spring press conference, which is expected to have a positive pull on the industrial chain in the relatively off-season.
On February 6, China Securities Co.Ltd(601066) analyst Liu Shuangfeng team said that Apple plans to launch a new iPhone se with 5g function and a new iPad air at the event held in early March. The appearance of the new iPhone se is expected to be consistent with iPhone 8 and iPhone se 2.
securities companies are optimistic about the repair of fruit chain valuation
China Securities Co.Ltd(601066) it is expected that IOS 16, ipados 16 and MacOS 13 will meet you at the WWDC global developer conference in June after Apple's spring press conference in March. This fall, Apple's 15th anniversary press conference will launch a series of product updates, including the new iPhone, the new airpods pro, the new Apple watch series 8 and SE models, the new MacBook Air, the new IMAC and Mac Pro.
China Securities Co.Ltd(601066) believes that this year may be the year with the largest number of new products released by apple in its history. Many new products of Apple will bring strong market demand and huge pull to the industrial chain. It is suggested to focus on the performance improvement and valuation repair opportunities of Apple industrial chain.
Citic Securities Company Limited(600030) analyst Xu Tao team predicts that Apple's global sales of iPhones are expected to reach 245 million in 2022, a year-on-year increase of 14%. The main reasons for its continued increase in share include the expected launch of 5g iPhone SE model in the first half of the year, focusing on leading companies such as Luxshare Precision Industry Co.Ltd(002475) , Goertek Inc(002241) , Lens Technology Co.Ltd(300433) , Avary Holding (Shenzhen) Co.Limited(002938) , Shunyu optical technology, etc.
