Apple iPhone Brewing 'Unprecedented' Innovation? Nio Continues to Surge | Today's Important News Recap

0825 ｜Dolphin Research Key Focus:

🐬 Macro/Industry

1. The National Development and Reform Commission, the State Administration for Market Regulation, and the Cyberspace Administration of China jointly drafted the "Internet Platform Pricing Behavior Rules (Draft for Comments)", and from August 23 to September 22, 2025, they are soliciting public opinions to address pricing irregularities such as "big data price discrimination" and "price hikes followed by discounts". In the short term, this may increase compliance costs for platforms, but in the long term, it will benefit leading companies by allowing them to consolidate their competitive advantages through scale and data. Today, internet technology stocks collectively rose.

🐬 Individual Stocks

1.$NIO-SW(09866.HK)

Nio's stock rose over 15% today. The third-generation ES8, released on August 21, has garnered significant market attention, with pre-sale data exceeding expectations and order volumes surpassing those of the Le Tao L90 during the same period, indicating market recognition of its competitiveness. Additionally, Nio announced that NIO Day 2025 will be held in September in Hangzhou, where the new ES8 will be officially launched, further fueling investor expectations for subsequent product releases. Market optimism towards Nio has surged, with the stock price rising for several consecutive days.

2.$Apple(AAPL.US)

It is reported that Apple Inc. is planning an unprecedented overhaul of its iconic iPhone product. Over the next three years, Apple plans to introduce major design revisions: in September this year, Apple will release a new slim model called "iPhone Air," replacing the iPhone 16 Plus; next year, Apple will launch its first foldable iPhone, codenamed V68; in 2027, Apple will release a model with a new curved glass design, completely moving away from the flat-edge style. This is Apple's first consecutive annual major redesign, aimed at breaking the sales bottleneck and stimulating a wave of upgrades. The strategy involves advancing on three fronts: slim, foldable, and curved designs, though the ultra-slim design may sacrifice battery life, and the yield and pricing of the foldable model remain key to scaling up.

3. Tonight, [Pinduoduo] will release its financial report, and Dolphin Research will track and provide analysis and interpretation.

🐬 Leading Sectors

Shanghai and Shenzhen: Food distributors, gold, copper;

Hong Kong stocks: Copper, diversified metals and mining, real estate services;

U.S. stocks: Marine ports-operators, commercial and residential mortgage financing, forest products.

🐬 Focus for Tomorrow

1. BYD, Nongfu Spring, Beike, and Guming will release their financial reports.

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