<p>Choice data shows that since September, institutions have conducted intensive research on more than 30 A-share companies in the Apple supply chain, including BOE, LY iTECH, Han's Laser, and EWPT. Institutions believe that the upgrades in hardware aspects such as appearance, heat dissipation, and battery of the iPhone 17 series have stimulated sales, and companies related to the Apple supply chain are expected to benefit. With the successive release of flagship new phones from other manufacturers, a new wave of replacement demand is expected to emerge, driving the supply chain to accelerate its upgrade</p>

300115

00710

000725

200725

002008

002600

<p>According to Choice data, since September, institutions have conducted intensive research on more than 30 A-share companies in the Apple supply chain, including BOE, LY iTECH, Han's Laser, and EWPT. Institutions believe that the upgrades in hardware aspects such as appearance, heat dissipation, and battery of the iPhone 17 series have stimulated sales, and companies related to the Apple supply chain are expected to benefit. With the successive release of flagship smartphones from other manufacturers, a new wave of device upgrades is expected to be promoted, accelerating the upgrade of the supply chain</p>

Institutions intensively research Apple supply chain companies