机械设备行业3C设备周观点：苹果召开新品发布会，iPhone 17系列预购火爆

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2025/09/14

（以下内容从华福证券《机械设备行业3C设备周观点：苹果召开新品发布会，iPhone 17系列预购火爆》研报附件原文摘录）投资要点：苹果召开新品发布会北京时间9月10日凌晨1点，苹果以“前方超燃”为主题举办了2025年秋季发布会，正式推出了iPhone17系列新品。iPhone17系列取消了Plus机型，引入了全新的Air系列，主打超薄设计。这款机型重量仅约145克，以5.6毫米的厚度成为苹果史上...

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17系列预购火爆》研报附件原文摘录）投资要点：苹果召开新品发布会北京时间9月10日凌晨1点，苹果以“前方超燃”为主题举办了2025年秋季发布会，正式推出了iPhone17系列新品。iPhone17系列取消了Plus机型，引入了全新的Air系列，主打超薄设计。这款机型重量仅约145克，以5.6毫米的厚度成为苹果史上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914140624a72004fe&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1316542783.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914140624a72004fe&s=b","article_id":"2567130154","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914140624a72004fe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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17系列预购火爆》研报附件原文摘录）投资要点：苹果召开新品发布会北京时间9月10日凌晨1点，苹果以“前方超燃”为主题举办了2025年秋季发布会，正式推出了iPhone17系列新品。iPhone17系列取消了Plus机型，引入了全新的Air系列，主打超薄设计。这款机型重量仅约145克，以5.6毫米的厚度成为苹果史上最薄的智能手机，并搭载了与Pro系列同款的A19Pro处理器。iPhone17Air边框采用钛金属打造，全面转向eSIM设计，取消了物理SIM卡槽。iPhone17Pro系列迎来了模具大改，最显著的变化是后置摄像头模组采用了全新的横向矩阵设计，告别了沿用多年的方形凸起设计。材质方面，Pro系列放弃前代钛金属材质，回归一体成型的航空级铝合金机身。此外，苹果首次为iPhone打造了VC均热板散热系统，配合金属一体化机身，能够迅速散发热量。官方宣称，iPhone17Pro系列持续性能较iPhone16Pro提升40%。新款AppleWatch升级。苹果将AppleWatch定位为健康助手，称AppleWatch11是该司“最薄、最舒适的手表”；新款AppleWatchUltra3的边框更窄，屏幕略大，刷新率更高，角度亮度也更好。iPhone17系列预购火爆据每日经济新闻报道，9月12日20时，iPhone17系列于正式开启预售，用户抢购热度较高，还有众多用户前往苹果门店。在官方AppleStore渠道，不管是App还是网页都出现了卡在“欢迎页面”的情况，“iPhone17抢不到”冲上微博热搜。建议关注折叠屏铰链（精研科技、东睦股份、统联精密、宜安科技、领益智造、科森科技等）；面板设备、柔性盖板贴合设备（联得装备、华兴源创、精测电子、深科达、易天股份等）；液冷微泵、散热（艾为电子、日丰股份、智动力、飞荣达、中石科技、苏州天脉等）；自动化组装设备（博众精工、赛腾股份、快克智能等）；自动化检测设备（燕麦科技、杰普特、强瑞技术、天准科技、科瑞技术、荣旗科技等）；3D打印应用（华曙高科、铂力特等）。风险提示行业景气度不及预期风险，宏观经济波动风险，行业竞争加剧风险。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}