Apple-related stocks saw a majority rise, with Hontong Precision (06088) up 6.43% to HKD 6.29, BYD Electronic (00285) rising 5.73% to HKD 41.36, Lens Technology (06613) gaining 3.47% to HKD 27.46, and AAC Technologies (02018) increasing 2.01% to HKD 40.62 as of press time. On the news front, on October 14, Apple’s COO, Sabih Khan, visited the supply chain firm AAC Technologies’ production facility for heat dissipating plates in Changzhou, Jiangsu. He toured the first fully automated ultra-thin heat dissipating plate production line and visited Lens Technology’s iPhone 17 middle frame production line in Taizhou, Jiangsu. Additionally, on October 15, Li Lecheng, Minister of Industry and Information Technology, met with Apple CEO Tim Cook in Beijing, where they discussed the development of Apple’s business in China and enhancing cooperation in the electronic information sector. Cook expressed gratitude for the ministry's support and stated that Apple will continue to increase its investment in China, aiming to elevate cooperation levels and achieve mutual benefits. Notably, on the evening of October 13, Cook visited the Douyin Apple Store official live broadcast room, announcing the pre-sale of iPhone Air starting October 17 in China and the official offline launch on October 22. Tianfeng Securities noted that Apple is implementing a strategy of "technology democratization," expanding its user base by making high-end features more accessible, while maintaining brand premium through its Pro series, thus applying pressure on the Android camp. Huafu Securities emphasized that the impact of tariffs on supply chain companies should not be overestimated, given Apple's stringent requirements for suppliers, with domestic supply chain firms being irreplaceable.