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recently, it was reported that due to product "quality issues", apple's macbook bearing supplier corson technology has been suspended from production and supply license by apple, and the orders will be transferred to other suppliers until the end of this year. it is said that these bearings are used in the previous generation of macbook air models, not the latest models, and the macbook air models with defective bearings have not entered the market.

in order to verify and understand the situation, the daily economic news called kesen technology this afternoon (september 23)(603626.sh, share price 8.18 yuan, market value 4.539 billion yuan)securities department. a staff member said: "part of the problems reflected in (the above news) are indeed true. there is a problem with the hinge of the macbook air product. we are in the process of handling it, and the conclusion will be clear after a while." at the same time, he also emphasized: "the company has not been removed from the apple supply chain, and the execution of our major orders (from apple) is normal."

public information shows that kosen technology is mainly based on manufacturing processes and technologies such as precision die-casting, forging, stamping, laser cutting, and laser welding, and supported by precision mold design and production. it provides customers such as apple, huawei, amazon, and google with research and development, manufacturing, and partial assembly services for precision metal and plastic structural parts required for terminal products such as consumer electronics, medical devices, and automobiles.

it is worth mentioning that in addition to being an apple supplier, kosen technology is also a supplier of huawei's folding screen products. from the end of august to the beginning of september, influenced by the news that huawei released the first three-fold screen mobile phone on the market, kosen technology's stock price soared, recording 10 consecutive boards, becoming the focus of market investors.

regarding (huawei) folding screen concept stocks, the abnormal stock trading fluctuation and risk warning announcement issued by kosen technology on september 7 emphasized: "the company's folding screen hinge assembly business has a single customer. at present, the company purchases structural parts for the assembly of folding screen mobile phone hinges."

on september 6, kosen technology also disclosed in an announcement: "recently, we have noticed that the company has been listed as a folding screen concept stock by the media. after self-examination by the company, the company's folding screen hinge assembly business has a single customer. as of the date of this announcement, no revenue has been generated in 2024. the company estimates that the revenue generated by this business during the year will account for less than 1% of the operating income in 2024, and its contribution to the company's overall revenue in 2024 will be limited."

in terms of performance, in the first half of 2024, kosen technology achieved operating income of 1.741 billion yuan, a year-on-year increase of 35.62%, and the net profit attributable to shareholders of the listed company was -161 million yuan.

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