Apple Industrial Chain Company'S Share Price Rises Stimulated By Iphone 12 Single Addition

IPhone 12 is still hard to escape the "true fragrance" law.

Recently, some media reports said that due to the hot sales, the iPhone 12 has been increased by 2 million units. Meanwhile, people from apple supply chain company said that its company was required to prepare more production capacity of iPad, notebook computer and other products.

Although the iPhone 12 series is no longer included with headphones and chargers in its packaging, when the iPhone 12 series was officially launched on October 16, the official website was once crushed, and there was a great queue for offline sales.

On October 28, 21st century economic reporter inquired on Apple's official website and found that the arrival time of iPhone 12 was after November 5, while the arrival time of iPhone 12 Pro reached the middle of November.

It is Japan, apple industrial chain core mark of the rise is gratifying. The stock prices of lingyizhizao, Lansi technology and Desai battery increased by more than 7%, while those of Kosen technology, golfer, ofight and huanxu electronics increased by more than 5%. A simple logic is: the iPhone will directly drive the performance of a large number of Chinese companies in Apple's industrial chain, and the share price will soar accordingly.

In fact, judging from the third quarter performance of A-share Apple industrial chain company, the orders brought by iPhone 12 series have obviously thickened the performance.

The addition of iPhone will directly drive the performance of a large number of Chinese companies in Apple's industrial chain, and the share price will soar accordingly. Picture green

The iPhone 12 series has been added

The reporter learned from a number of industry insiders that the iPhone 12 series did increase the order. According to a source, it has increased the volume by about 2 million, and mainly increased the number of iPhone 12 pro.

"The iPhone 12 is currently the most popular, cost-effective, and it's inevitable to sell well, and it's just in the consumer season." An electronic industry securities analyst told reporters.

On October 28, the reporter contacted several Apple industrial chain companies as investors, but the increase in Apple orders has not been confirmed. But judging from the company's expectations, the increase in Apple's mobile phone sales is the meaning of the problem.

"We do have this (growth) expectation, because this year is the year of 5g landing, and (sales increase) is also a normal situation," said Han's laser, a laser equipment provider, when talking about the expected growth of Apple's mobile phone sales

Recently, there are also listed companies to disclose the increase in orders. Zhang Jingzhong, chairman of Furong technology, said at the public event at the end of September that the company's orders for Apple products had increased significantly this year, with the main products including iPad and notebook computers. Furong technology is an apple metal shell supplier.

Industry insiders believe that if iPhone orders increase, the impact on the performance of related targets of the industry chain will be reflected in the fourth quarter and the first quarter of next year, "because Apple's new machines are delayed this year, the rhythm of the overall peak season will be postponed to the first quarter, so the rumor about the iPhone bill increase is logically tenable." A private equity person who has been tracking the electronics industry for a long time.

The private investor further analyzed, "the market is expected to have more than 80 million iPhone 12 series orders, and 230 million iPhones will be sold in the whole year next year. On the one hand, Apple's first 5g mobile phone is priced and upgraded in line with market expectations. Judging from the recent pre-sale situation, the market response is relatively good. In addition, the postponement of the autumn flagship launch of Xiaomi and ov this year further magnifies Apple's competitive advantage in the midrange market. "

The supply chain of Apple securities is expected to reach 85.24 billion in the fourth quarter of this year, which is expected to reach 85.40 million in the supply chain of Apple securities.

However, it should be pointed out that specific to individual targets, the impact of increased iPhone sales on performance is also uncertain.

Han's laser staff said, "the increase of Apple's orders may not mean the increase of the company's orders, which still depends on the actual capacity utilization. In the fourth quarter, general business will be in the off-season, and if there is an increase in orders, it will be reflected in the annual report. "

The above-mentioned private investors also said that the change of orders is dynamically adjusted. If the subsequent sales performance is not as expected, or there may be cut orders, no matter whether there is a real order addition, the configuration of Apple industrial chain in the fourth quarter has a certain value and price performance ratio.

Xinwei communications Securities Department said that the increase in iPhone sales is definitely good for the company. In the future, the company will continue to strengthen its industrial foundation, strengthen cooperation with major customer companies, and maintain a good market position and business mode.

Apple industrial chain company's performance is good in the fourth quarter

In fact, the emergence of iPhone 12 series has played a leading role in the performance of industrial chain targets, which has been reflected in the third quarter report.

A number of A-share apple industry chain insiders told reporters that the company's orders had increased significantly before the sale.

The company was previously caught in the negative rumors of being removed from Apple's industrial chain, but its performance in the first three quarters still rose sharply. According to the third quarter report, the company realized a net profit of 739 million yuan, up 309.21% year on year. The reason is that the company keeps a rapid growth in the number of optical modules and keeps a rapid growth rate in terms of the number of optical modules and the continuous increase of its business volume.

A person from the Securities Department of ofI Guang mentioned to reporters that the main reason for the growth in the first three quarters was the increase in orders from major international North American customers.

In the first three quarters, the operating revenue of lens technology was 26.683 billion yuan, with a year-on-year increase of 26.64%. The net profit attributable to the parent company was 3.432 billion yuan, with a year-on-year increase of 209.63%. According to the company's disclosure, the main production parks are operating at full capacity, and the production and delivery of new products are smooth.

Southwest Securities pointed out that LANs technology has further consolidated the company's leading edge in technology and market share in the field of glass, sapphire and metal frame by purchasing Kesheng / Keli to enter the supply chain of Apple metal case. The iPhone 12 adopts super porcelain crystal panel and returns to the metal frame design, which will further promote Lance's supply chain share and drive performance growth. Moreover, 3D glass continues to penetrate into the Android Market, and its market share is expected to further increase.

In addition, the net profits of Kesen technology, Changying precision and goer all increased by more than 100% in the first three quarters. According to golfer, the main reason is the increase of sales revenue and the improvement of profitability of the company's precision components, intelligent wireless headphones and virtual reality products. In the first three quarters, the company realized a net profit of 4.68 billion yuan, a year-on-year increase of 62%. The company said that the wearable business was progressing smoothly, and the product quality and efficiency were excellent.

However, there is also a typical decline in the performance of Apple's industrial chain. For example, the net profit of Lingyi Zhizao in the first three quarters fell by 31%, that of meiyingsen fell by 49%, and that of Xinwei communications was 8.38% - 12%.

Among them, Xinwei Communications said that the decline in performance was due to the global epidemic situation in the first three quarters and the delay in the launch of some new products of some customers.

Generally speaking, looking forward to the fourth quarter, the industry is generally optimistic. Huaxin Securities pointed out that the iPhone 12 series has far surpassed Apple's last popular iPhone 11 series in terms of booking purchase enthusiasm, benefiting from the 5g exchange wave and China's huge replacement demand, it is optimistic about the investment opportunities of Apple's industrial chain and mobile phone industry chain.

Specific to individual companies, apple antenna supplier Xinwei Communications said that the company's business is progressing smoothly, the company started to operate at full capacity in the fourth quarter, and the share of some existing projects is still increasing. "The second half of the year is the peak season for the consumer electronics industry, and we are confident to strive for the best annual revenue and net profit history."

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