Apple's spring new product release combined with the rise in expectations for folding screens, pay attention to the opportunity to buy low in the fruit chain.

Recently, Apple has released multiple new spring products and significantly increased the stocking volume for the first foldable screen phone in the fall of 2026. "Yi Rating" believes that the Apple industry chain sector, after undergoing early adjustments, the leading companies with core technological advantages will enter a layout window. "Yi Rating" believes that the spring new products of Apple this time have three key points. First, the launch of the entry-level iPhone 17e is expected to drive up the shipments of Apple's basic models and boost orders for standard components in the Apple industry chain. Second, for the first time in over a decade, Apple has released a low-priced MacBook Neo laptop, which may drive up the demand for Apple's whole-machine inventory in sync. Third, all new Apple products this time are compatible with AI functions on the terminal side, driving up the value of individual components such as chips, modules, and cooling, which will further increase the profit margins for Apple chain manufacturers. Initially, Apple's foldable screen phone was planned to have a stocking volume of 6-8 million units by 2026. Recently, based on market research and product testing feedback, the company raised the stocking target by 20% to 8-10 million units; it is expected to further ramp up to 20-25 million units by 2027. "Yi Rating" believes that the unexpected stocking volume increase for foldable screen phones signals the start of a major innovation cycle for Apple, potentially opening up growth space for upstream suppliers. In summary, "Yi Rating" believes that Apple's spring new products ensure visibility for the industry chain's performance in the first half of 2026, while the unexpected stocking volume for foldable screen phones opens up room for growth in the second half of 2026 and beyond 2027. Short-term support and long-term stories together form the core investment logic for the current Apple industry chain. The market value of related companies is mostly in a reasonable valuation range at present, and it is suggested to continue observing opportunities for positioning at lower levels in the medium and long term.