Five concept stocks recorded over 100% net profit growth in the first half of the year.

On the morning of August 27, major market indices fluctuated higher. In terms of sectors, chip-related concepts strengthened, with optical chips, MCU chips, and automotive chip concepts leading gains. Rare earth, digital economy, and Internet of Things concepts also posted strong advances. Traditional sectors retreated, with liquor, coal mining, banking, and insurance concepts declining.

Apple Autumn Product Launch Event Scheduled

Apple recently announced that its 2025 autumn launch event will be held at 1:00 AM Beijing time on September 10, where new iPhone, Apple Watch, AirPods and other products will be unveiled.

According to public information, on August 26 local time, Apple released media invitations showing the event will begin at 10:00 AM Pacific Time on September 9, or 1:00 PM Eastern Time on September 9, at Apple Park in Cupertino, California. The theme is "Awe dropping," with the Chinese theme being "Upcoming Super Excitement."

Based on previous leaks, Apple will launch the iPhone 17 series at this event. A notable design change for the iPhone 17 series is that the new models may feature a horizontal camera module on the back similar to Google Pixel phones. This year's iPhone 17 series is expected to include four models: the standard iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and iPhone 17 Air.

The iPhone 17 Air will be a new ultra-thin version of the standard iPhone, replacing the iPhone 16 Plus. This model will adopt a design philosophy similar to the MacBook Air first launched in 2008, emphasizing lightweight portability, with an expected thickness of about 5.5 millimeters, roughly equivalent to three stacked coins.

Additionally, Bloomberg technology journalist Mark Gurman previously revealed that Apple is about to launch a three-year plan to reshape the iPhone, including three consecutive major new models: iPhone Air, the first foldable iPhone, and a 20th anniversary commemorative iPhone. The foldable iPhone will launch in 2026, significantly reducing screen creases while featuring Apple's self-developed C2 baseband chip, adopting a SIM-free design and TouchID unlocking, with test units available in black and white.

A CITIC Securities research report noted that industry consensus believes Apple's entry into foldable phones would dramatically change the industry landscape. Apple has always prioritized product maturity and is reportedly working to overcome technical challenges including screen creases, hinge durability, and battery life. Omdia experts indicate that Apple's entry will "legitimize the foldable screen category" and trigger a new wave of demand exceeding the Android camp.

These Concept Stocks See Explosive Performance Growth

According to statistics, there are 92 A-share stocks related to Apple's supply chain, mainly concentrated in electronics and mechanical equipment industries, with most rising in morning trading. Among them, Longyang Electronics hit the "20cm" daily limit, while Anli Co., Sunwoda, and Shenzhen Nan Circuit led gains at 15.78%, 9.32%, and 7.69% respectively.

In terms of performance, based on currently disclosed interim report net profit data and calculated using interim reports, earnings flash reports, and lower bounds of earnings forecasts (or announced figures where no lower bound exists), Helin Weina turned profitable, 5 stocks reduced losses, 28 stocks showed year-over-year net profit growth, and 26 stocks saw year-over-year net profit declines, with over half reporting positive results.

Among these, 5 stocks recorded over 100% net profit growth in the first half. Jintian Co. had the highest net profit growth, achieving 373 million yuan in attributable net profit in the first half, up 203.86% year-over-year. The company previously stated on an investor Q&A platform that it has signed a "General Development and Supply Agreement" with Apple Inc. for low-carbon recycled materials, aimed at providing long-term low-carbon recycled materials to jointly promote low-carbon sustainable development.

From institutional attention perspective, 31 concept stocks received institutional research since July, with Crystal Optech, Aopu Te, Industrial Fulian, and Wingtech Technology receiving intensive institutional attention, all with over 100 research institutions.

Crystal Optech received research from 224 institutions since July. During research activities, the company disclosed progress on its Vietnam facility construction. The company's Vietnam Phase II facility officially started production in August this year, with products including filter products for overseas Android customers and non-mobile small-size cover glass products for major clients. In the second half of 2025 and 2026, the Vietnam facility is expected to contribute to the company's overall performance.

Multiple concept stocks gained foreign investment favor. According to disclosed interim report data, as of June 30, 8 concept stocks had QFII presence among their top ten tradable shareholders. Sunway Communication, Han's Laser, and Cosun Technology led in QFII shareholding market value at 391 million yuan, 170 million yuan, and 56 million yuan respectively.

Sunway Communication's interim report shows the company received heavy investment from 2 QFIIs, along with social security funds, public funds, and Stock Connect northbound funds. The company stated on an investor Q&A platform that it maintains close cooperation with major North American clients as a core supplier of antennas, high-performance precision structural components, EMI/EMC, and wireless charging products, collaborating across multiple product terminals with major North American clients.

Disclaimer: All information content does not constitute investment advice. The stock market carries risks, and investment requires caution.