On December 22, Apple’s concept stocks collectively strengthened. The fruit chain leader Luxshare Precision Industry Co.Ltd(002475) once rose 8.02% and closed up 5.03%. The latest total market value was 337 billion yuan.
It is reported that Luxshare Precision Industry Co.Ltd(002475) is preparing to build a large Apple iPhone assembly plant in order to win more iPhone assembly orders. Luxshare Precision Industry Co.Ltd(002475) responded that the situation was being verified. If any information needs to be disclosed, it will be disclosed in time, subject to the company’s announcement.
It is worth noting that today, northbound funds sold a net 1.745 billion yuan, of which Luxshare Precision Industry Co.Ltd(002475) was sold a net 646 million yuan.
Chuan Luxshare Precision Industry Co.Ltd(002475) is preparing to build a large assembly plant
On December 22, it was reported that Luxshare Precision Industry Co.Ltd(002475) was preparing to build a large Apple iPhone assembly plant in Kunshan, Jiangsu, with a manufacturing park covering an area of 286000 square meters, covering an area equivalent to the size of 40 football fields, with a total investment of about 11 billion yuan.
It is reported that at present, thousands of workers and many large machines are accelerating the construction process from morning to night every day, and it is expected to achieve the goal of assembling millions of iPhones as soon as next year.
On the afternoon of December 22, Luxshare Precision Industry Co.Ltd(002475) a person from the Securities Department responded to the China Securities Journal · China Securities Taurus reporter, saying: “we have signed a confidentiality agreement with our customers, and it is inconvenient to comment on the specific products of specific customers. I don’t know much about the news of the new park. The matter of plant construction is being verified with the leaders. If there is any information that needs to be disclosed, it will be disclosed in time, and the company’s announcement shall prevail.”
Last year, Luxshare Precision Industry Co.Ltd(002475) joint controlling shareholders acquired Wistron Kunshan factory to enter Apple’s iPhone OEM business. According to the analysis of Puyin international, in the past few years, Luxshare Precision Industry Co.Ltd(002475) has successfully cut from connectors to acoustic, motor, wireless charging, LCP antenna and other components, and has become the main supplier of apple. In the next two years, Luxshare Precision Industry Co.Ltd(002475) will continue to expand in SIP packaging, miniled, display touch module, VCM and other parts, increase its share and contribute revenue or profits. The parts business of Luxshare Precision Industry Co.Ltd(002475) is not only on the mobile phone platform, but also on hardware platforms such as watches and headphones.
In June this year, Guo Mingyu, an analyst at Tianfeng international, predicted that iPhone shipments will be about 10 million units in Luxshare Precision Industry Co.Ltd(002475) 2021. In the current iPhone supply chain, the iPhone assembly business of Luxshare Precision Industry Co.Ltd(002475) is expected to grow significantly from 2021 to 2023.
“fruit chain” stocks rose sharply
Apple concept stocks rose collectively today. According to the data of China Securities Taurus, Jiangsu Gian Technology Co.Ltd(300709) rose 13.67%, Wuhu Token Sciences Co.Ltd(300088) rose 11.91%, Shenzhen Desay Battery Technology Co.Ltd(000049) , Suzhou Anjie Technology Co.Ltd(002635) , Kunshan Kersen Science & Technology Co.Ltd(603626) rose the limit, Lianchuang Electronic Technology Co.Ltd(002036) , Shennan Circuits Co.Ltd(002916) , Shenzhen Everwin Precision Technology Co.Ltd(300115) rose more than 7%, Goertek Inc(002241) , Gettopacoustic Co.Ltd(002655) rose more than 5%, Zhejiang Crystal-Optech Co.Ltd(002273) , Lens Technology Co.Ltd(300433) , Gigadevice Semiconductor (Beijing) Inc(603986) followed.
Puyin international expects that after the iPhone share has increased in the past two years, it will remain stable in the next 2-3 years. Moreover, the huge number of iPhone users can drive the growth of other Apple hardware, including airpods, apple watch, macbook, etc. After completing Apple’s qualification certification, it is easier for suppliers to expand on other hardware platforms.
Shenwan Hongyuan Group Co.Ltd(000166) according to the analysis, we are optimistic about the apple industry chain in 2022. Next year may be the year of Apple’s innovation. It may launch AR / VR glasses, thin and weight reducing wearable devices, etc., or it may run through the local architecture in combination with iPhone 14. The iPhone 14 may also usher in significant changes. The mobile phone is likely to partially assume the computing function of AR / VR glasses. Therefore, some chips or components will be added, and the titanium alloy middle frame may also be introduced as a weight reduction scheme.
(China Securities Journal)
