The price increase is in place, do you make money for Apple to work?

Zhongxin Jingwei, August 11th (Wu Xiaowei) Tianfeng International Analyst Guo Mingzheng posted on social media that the average price of the iPhone 14 series models will rise by 15%to $ 1,000 to $ 1050 (about RMB 6724 to to $ 1050 7060 yuan), mainly due to the rise in iPhone 14 Pro and higher shipping ratio.

This news detonates Apple concept stocks.

In the early morning of the 11th, the Apple concept stocks were opened and unilaterally increased, and the sector index rose by more than 3%. This is also its rising on the 6th in a row and a new high in the past 7 months. All day.

Among them, Lingyizhi seal the daily limit, Lan Si Technology and Goer's shares have continued to make efforts. As of the afternoon, Zhengye Technology rose to a 20%daily limit. Also strong daily limit.

Not only the A -share fruit chain rose sharply, but in terms of Hong Kong stocks, Qiu Titan Technology rose 13.59%as of the afternoon, Shunyu Optical Technology rose 6.47%, Fu Zhikang Group rose 2.02%, and Ruisheng Technology rose 3.7%.

According to media reports, Hon Hai, Lixun Precision, and Heshuo are founders of the iPhone 14 series mobile phones. Among them, high -end iPhone 14 Pro or above mobile phones are mainly supplied by Hon Hai. Prior to the launch of the "iPhone14" series in September, Apple has added component orders from suppliers. It is reported that Apple has begun to produce the "iPhone14" series and plans to mass production before the launch of September.

Although the supply chain stock market is sluggish in the recent smartphone market, Apple continues to expand the total stocks of the iPhone 14 series of new machines in the early stages of the new period of the iPhone 14 series.

According to the market research institution OMDIA issued, Apple is adjusting the iPhone 14 OLED panel supply chain. Samsung Show, Lejin Show and BOE are still the largest three suppliers.

However, the price increase is in place and the performance is in place? How much do I make money for Apple?

Choice data shows that of the 107 fruit chain listed companies in the first quarter, 65 gross profit margin declined, accounting for 60%.

"V View Finance Report" (WeChat ID: VG-View) combed Wind data and found that there were 47 concept stocks covered by Apple Index, of which only 5 listed companies with a main business profit of more than 1 billion in the first quarter. The overall main business profit is only 95 million.

The above five listed companies are BOE A, Industrial Fulian, Lixun Precision, BYD and Goer.

At present, the Fugong Family of the Industrial only disclosed the semi -annual report. In the first half of the year, the operating income of industrial Fulian was 225.26 billion yuan, an increase of 14.91%year -on -year; net profit attributable to the owner of the parent company was 6.872 billion yuan, an increase of 2.16%year -on -year. Among them, the operating income of the communication and mobile network equipment business sector was 124.54 billion yuan, an increase of 10.5%year -on -year. But the share of the foundry apple is not yet known.

The performance trailer disclosed by Goer's shares shows that in the first half of the year, the company's expected profit was 2.077 billion yuan to 2423 million yuan, an increase of 20%-40%year-on-year. In the same period last year, Goer's net profit growth rate was as high as 121.71%year -on -year.

Some fruit chain companies are optimistic about the third quarter expectations. When Foxconn's parent company Hon Hai released its June revenue data, he expressed an optimistic attitude towards business in the third quarter and raised the prospects for the whole year. Chairman Lin Enping, Chairman of Dali Guang, also said before that benefiting from the new model of pulling goods, August will be better than July revenue.

In addition, it is reported that many fruit chain factories and suppliers such as Foxconn and Hutchongia are recruiting large -scale high -paying workers, of which Foxconn Zhengzhou Factory has recruited nearly 10,000.

In contrast, Apple itself, its third fiscal quarter (April-June 2022) 's financial report showed that the company's net profit realized a net profit of 19.442 billion US dollars, a year-on-year decrease of 11%. Except for iPhone's sales revenue of US $ 40.665 billion, an increase of 2.8%year -on -year, other businesses fell year -on -year.

It is worth mentioning that Apple's iPhone sales in Greater China are gradually slowing. From about 14.8 billion US dollars to 14.6 billion US dollars, a decrease of 1.07%.

According to the "Securities Daily" report, Zhou Xibing, a researcher at the China benchmarking enterprise case marketing center, said that Apple will directly benefit from the new iPhone's price increase, and the profit has been increased. Chain listed companies have limited prices. Fruit chain companies also need to continue to diversify to further get rid of their dependence on Apple, form a strong technical barrier, and reduce their own replacement.

AVIC Securities Research Report pointed out that consumer electronics was weak in the first quarter, and the panels in the relevant sector were severely damaged. About two -thirds have disclosed the pre -loss of net profit in the second quarter of the listed company. Among them, radio frequency or affected performance in the design of the simulation chip design, while consumer electronics parts and assembly overall growth rates are expected to be in the top supermarket.

Some securities firms believe that Apple's guidance for the next quarter may enhance the market's confidence in the growth of the industrial chain in the third quarter of this year. For example, Huatai Securities recommends to continue to pay attention to the sales of iPhone14, the sales situation and word of mouth of the first wave of new machines may determine whether the order of Apple Industry Chain Company in the fourth quarter is full.

Guoxin Securities Research Report further pointed out that under the influence of the traditional 3C stock market overlay, the consumer electronics industry chain in the third quarter of 2022 was ushered in the fundamental turn.

Gao Yuyang, chief analyst of the Communications Industry of Southwest Securities Research Institute, told the "V viewing financial report" that because consumer electronics is already in the most pessimistic expectations, it will have better elasticity if it is slightly beneficial to catalytic.(Zhongxin Jingwei APP)

(The views in the article are for reference only, do not constitute investment suggestions, have risks in investment, and need to be cautious to enter the market.)

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