Which Apple concept stocks will benefit from the upcoming mass production of iPhone14?

On July 16th, Zhengzhou Foxconn iDPBG Business Group launched an internal recommendation incentive policy. (The following is the information about which Apple concept stocks are good for the upcoming mass production of iPhone14 collected by Xiaobian. I hope you like it. )

There are two modes of the company's bonus policy-the fee rebate mode and the hourly price difference subsidy mode. Take the former as an example. If the job seeker successfully joins the job, the introducer can get a recommendation bonus of 5 yuan/person; The bonus of job seekers varies according to different positions. The bonus of manufacturing department ranges from 87 yuan to 95 yuan, while that of non-manufacturing department ranges from 8 yuan to 85 yuan.

according to public information, the iDPBG business group is committed to the research and development and manufacturing of high-tech products, and is an electronic product production department under Foxconn, which is responsible for the assembly business of iPhone. The heavy recruitment and active preparation of this department also means that Apple is about to start mass production of iPhone14 and the market is generally optimistic about this series of products.

Brokers focus on the performance of Apple's new machine and individual stocks in the industrial chain

According to the supply chain news, regarding the iPhone14 series that will be unveiled in September, Apple has placed orders with suppliers that exceed the original estimate, which initially shows that Apple has higher expectations for the iPhone14 series.

Tianfeng International Guo Ming _ said that China channels are generally optimistic about the upcoming iPhone14 series, probably because after Huawei withdrew from the 5G smartphone market, Apple almost occupied the entire high-end smartphone market in China, which also means that the number of potential high-end iPhone users in China market has increased.

Guosen Securities said that in the second quarter, Apple brand shipments showed strong consumer resilience. In the third quarter, under the influence of the demand for chasing orders after the traditional "fruit chain" stocking season superimposed the epidemic, the consumer electronics industry chain is welcoming a fundamental turning point, and the configuration value of the Apple industry chain is outstanding. (The above content is quoted from Securities Times)

Apple concept stocks:

Among A-shares, touch screen concept stocks mainly include Laibao Hi-Tech, Changxin Technology, Yushun Electronics, Ultrasonic Electronics, Shentianma A, CSG A, Shenzhen O-film Tech Co.,lt, Huadong Technology, Radio and Television Electronics, etc.

1. Anjie Technology

The main business of Suzhou Anjie Technology Co., Ltd. is research and development, production and intelligent terminal components such as precision functional devices, precision structural parts and modules. The main products are intelligent terminal functional parts and module products, intelligent terminal precision structural parts and module products, information storage products and new energy automobile products. One of the suppliers of functional devices formulated by Apple, whose supply covers almost all the products of Apple; Participate in the research and development of Apple wireless charging related products; With many years' experience in functional components, the company successfully introduced the ○LED heat dissipation related functional components, and the AS resin increased by about 3 times. It is expected to introduce the iPhone wireless charging related functional components and packaging film supply chain in the future.

2. Shentianma A

keeps good communication with Apple. The company focuses on brand customers and their mid-to-high-end product lines, and has established deep win-win cooperation relations with many domestic and foreign brand customers. Tianma microelectronics Co., Ltd. is a professional design enterprise of LCD monitors and LCD modules, and now it has become a large public listed company integrating R&D, design, production, * * and * *. Rich manufacturing experience, advanced equipment, sophisticated technology and efficient management make Tianma one of the largest manufacturers of LCD monitors and modules in China, with a strong R&D team and the most advanced technology at home and abroad. Ensure that Tianma can provide customers with all-round technical support from consultation, design, manufacturing, and professional support. The company's products have been widely used in * * * *, vehicle display, instrumentation, household appliances and other information terminal display fields. At present, Tianma has become a major supplier of color display screens in China.

3. Shenzhen O-film Tech Co.,lt

The main business of Shenzhen O-film Tech Co.,lt Group Co., Ltd. is optical imaging business and microelectronics business. The company's main business products include optical imaging modules, optical lenses and microelectronics products, which are widely used in consumer electronics and smart cars represented by smart phones, tablet computers, smart cars and drones. The company has been deeply involved in the field of optical optoelectronics for nearly 2 years. With its profound technical accumulation, its products have been continuously innovated and upgraded. Through the platform integration of the industrial chain, it has developed rapidly in the field of optical imaging and accumulated high-quality customer resources, ranking among the top in the industry.

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