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[ In the second quarter, northbound funds increased their holdings of Goertek by 89.3908 million shares, with a total of 194 million shares, accounting for 5.68% of the total share capital, the highest proportion since the fourth quarter of 2022. ]

[The financial report shows that in the first half of this year, Goertek achieved revenue of 40.382 billion yuan, a year-on-year decrease of 10.6%, and net profit attributable to the parent company was 1.225 billion yuan, a year-on-year increase of 190.44%. ]

As Apple's fall conference approaches, iPhone 16 has entered the peak season for stocking. The biggest marketing highlight, Apple Intelligence, is how it will improve user experience, stimulate consumer enthusiasm for purchasing devices, and boost demand for smartphone replacement, becoming a major highlight.

The third quarter is the peak season for the consumer electronics industry, and with the release of major new products approaching, the performance of listed companies in the Apple industry chain is also a focus of the market. Some of the interim reports and performance forecasts that have been disclosed show that the consumer electronics sector has benefited from the recovery of industry demand, and leading companies have shown good profit recovery capabilities, which has made the market look forward to the sector's third-quarter performance.

Apple's new product launch increases industry chain attention

Apple has always been a leader in product innovation. With the rapid development of AI, the effect of this autumn conference on the demand for consumer electronics products has attracted much attention. Recently, it was reported that in addition to the iPhone 16 equipped with Apple Intelligence and the gradual implementation of generative AI on the terminal side, Apple may release two new AirPods products in September. It was also rumored that the new iPad mini 7 will be unveiled at the conference.