Apple supply chain rises strongly; Xiaomi 17 Series Launch Date Confirmed | Today's important news recap

0922 | Dolphin Research Key Focus:

🐬 Macro/Economy & Industry

1、The State Council Information Office held a press conference on September 22. Pan Gongsheng, Governor of the People's Bank of China (PBC); Li Yunze, Director of the National Financial Regulatory Administration; Wu Qing, Chairman of the China Securities Regulatory Commission (CSRC); and Zhu Hexin, Vice Governor of the PBC and Administrator of the State Administration of Foreign Exchange, introduced the development achievements of the financial industry during the "14th Five-Year Plan" period. Pan Gongsheng stated that the press conference would not involve adjustments to short-term policies, and information regarding the "15th Five-Year Plan" and subsequent financial reforms would be further communicated following unified arrangements by the Central Government.

2、Apple concept stocks rose collectively today. From a news perspective: On one hand, pre-sales of the standard iPhone 17 model have been booming. The rumor that "Apple has requested Luxshare Precision and Foxconn to increase the daily production of the standard iPhone 17 by approximately 40%" has gone viral, and market expectations for "Apple supply chain inventory replenishment + upward revision of shipment growth in Q4" have heated up rapidly. On the other hand, the rumor that "OpenAI has collaborated with Luxshare Precision, an equipment assembler of Apple, to jointly develop a consumer-grade device" has circulated in the market. Today, Luxshare Precision hit the daily upper limit, and related concept stocks rose collectively.

🐬 Individual Stocks

1、$XIAOMI-W(01810.HK)

Lei Jun, Chairman and CEO of Xiaomi, announced that the Xiaomi 17 Series will be launched at 7:00 p.m. on September 25. The series includes three models: Xiaomi 17, Xiaomi 17 Pro, and Xiaomi 17 Pro Max. The Xiaomi 17 Series undertakes the important task of advancing Xiaomi's high-endization strategy. Its positioning to compete with the iPhone 17 Series demonstrates Xiaomi's determination to break into the high-end market. Meanwhile, Lei Jun will also host his 6th annual speech with the theme "Change". During the speech, updates on the Xuanjie Chip and Xiaomi's automotive business will be released simultaneously, marking the first time Xiaomi has brought its three core business lines—smartphones, chips, and automobiles—onto the same stage.

🐬 Leading Sectors

Shanghai & Shenzhen Markets: Tobacco, Semiconductor Manufacturers, Data Processing & Outsourcing Services;

Hong Kong Market: Managed Healthcare, Electronic Components, Stadiums & Other Leisure Facilities;

U.S. Markets: Precious Metals & Minerals, Shipping Ports - Operators, Gold.

🐬 Tomorrow's Focus

1、U.S. Current Account, U.S. S&P Global Manufacturing PMI (Flash), U.S. S&P Global Services PMI (Flash).

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