Market participants believe that due to the continuous mergers and acquisitions and increased investment in the market, there is an illusion of shortage of sapphire supply, which has caused a short-term surge in sapphire. But in the long term, it still depends on the actual impact of Apple's production and sales on performance.
“The market that Apple has stirred up is hard to estimate.”
On September 10, as an annual technology event, Apple’s new product launch conference attracted not only the attention of Apple fans and the technology community, but also the domestic and foreign capital markets paid close attention to it.
Due to different attitudes towards Apple’s new products, Apple’s stock price fluctuated sharply on the day of the press conference, but in the end the decline continued, closing down 0.37%.
In the domestic market, the Apple Concept Index fell sharply by 1%, closing at 5351.56 points. Related concept stocks were in mourning, with USI, Crystal Optoelectronics, Han's Laser, Gongda Electronics and other stocks leading the decline.
In addition, because Apple’s mobile phones did not use sapphire screens as expected, the sapphire concept index plummeted 2.65% on the 10th, leading the entire market down.
According to statistics, since the beginning of the year, the sapphire plans launched by A-share listed companies have involved far more than 10 billion yuan. The huge investment has also aroused the market's pursuit. Wind data shows that among the 15 listed companies of Sapphire Concept, 14 have seen their stocks rise during the year, and a total of 10 companies have experienced an increase of more than 30%.
Market participants believe that due to the continuous mergers and acquisitions and increased investment in the market, there is an illusion of shortage of sapphire supply, which has caused a short-term surge in sapphire. In the long term, it still depends on the actual impact of Apple's production and sales on performance.
Apple's new phone bookings have broken records
Apple's press conference across the ocean has gradually become an annual technology event in China, and domestic and foreign capital markets have also been shaken by this event.
At 1 a.m. on September 10th, Beijing time, Apple’s new product launch conference was held as scheduled in Cupertino, California, USA.
There were not many surprises. This conference launched two large-screen mobile phones, iPhone6 and iPhone6Plus, and a smart watch, Apple Watch. Previously, sapphire screens expected to be used on mobile phones appeared on smart watches.
As usual, industry insiders showed mixed opinions on several new products.
Performed in the market, on the day of the press conference, Apple’s stock price fluctuated violently. During this period, although Apple Watch hit a high of $103.08 after the announcement, the decline eventually continued, and Apple's stock price closed down 0.37%.
In the domestic market, the Apple Concept Index fell 1% to close at 5351.56 points. Related concept stocks were in mourning, with USI, Crystal Optoelectronics, Han's Laser, Gongda Electronics and other stocks leading the decline.
In addition, the Sapphire Concept Index plummeted 2.65% on the 10th, leading the decline in the entire market.
A private equity person in Shenzhen said that although sapphire is the next generation of high-quality materials, its application in mobile phones and smart watches is even better. However, related sapphire concept stocks have skyrocketed this year. Now that expectations have been disappointed, a decline will inevitably occur.
Data shows that since the beginning of the year, only one of the 15 Sapphire concept stocks has declined, and among them, 12 stocks have increased by more than 20%.
On September 17, Apple’s official website released news, announcing that the first-day pre-orders for iPhone 6 and iPhone 6 Plus reached 4 million. In the Hong Kong market where it was launched, the first batch of goods was sold out within minutes on the day the pre-orders were opened.
According to data, the first-day pre-orders for iPhone 5 released in 2012 were 2 million units, while last year Apple did not provide first-day pre-orders for iPhone 5s and iPhone 5c. After accepting pre-orders for iPhone 6 and iPhone 6 Plus, more than 4 million units were pre-ordered within 24 hours, setting a record for the highest number of pre-orders for an iPhone on the first day.
Huarong Securities Research Report stated that this can reflect the status of iPhone in the hearts of consumers. It should be expected that iPhone6/6Plus has such a high pre-order volume. Apple is still continuing the greatness of the iPhone series. With a stock of 70 million to 80 million units, Apple is full of confidence and boosts the prosperity of the supply chain.
The above-mentioned private equity insiders believe that there are many reasons for the hype of the sapphire concept before the release of Apple's new products. Sapphire itself is indeed a new generation of high-quality materials, but it has not yet reached the level of large-scale application. Due to the continuous mergers and acquisitions and increased investment in the market, the illusion of sapphire supply shortage has caused a short-term surge in sapphire prices. In the long term, it still depends on the actual impact of Apple's production and sales on performance.
"But it is undeniable that Apple Apple Watch and mobile payment will also attract a certain amount of market attention, and the market disruption is difficult to estimate."
On September 16, the Apple Concept Index reached a record high of 5503.68 points. However, affected by the market, it finally closed at 5246.11, down 4.04%.
PREVIOUS：Increase capital to 14.5 billion! BOE invests in Mini LED direct display backplane and other projects
NEXT：Denon Optoelectronics has repeatedly stepped on the thunder, can the newly signed large orders provide help in times of need?
RELATED NEWS
- At Infocomm2021, many black technologies will be shown for the first time in Chi 2026-05-28
- Through the screen, see Leyard’s focus and innovation 2026-05-28
- Inventronics expects net profit of 75.29 million-83.21 million in the first half 2026-05-28
- Samsung gradually withdraws from the LCD market, panel double tigers will play i 2026-05-28
- Alto Electronics passed the five-star certification of the "Commodity After-sale 2026-05-28
CATEGORIES
LATEST NEWS
CONTACT US
Contact: mack
Phone: 13352972563
E-mail: mack@archled.net
Add: 3rd Floor, Building A, Mingjinhai Second Industrial Zone, Shiyan Street, Baoan, Shenzhen,Guangdong,China
ANNA