機械設備行業3C設備周觀點：蘋果召開新品發布會，iPhone 17系列預購火爆

華福證券

2025/09/14

（以下內容從華福證券《機械設備行業3C設備周觀點：蘋果召開新品發布會，iPhone 17系列預購火爆》研報附件原文摘錄）投資要點：蘋果召開新品發布會北京時間9月10日凌晨1點，蘋果以「前方超燃」為主題舉辦了2025年秋季發布會，正式推出了iPhone17系列新品。iPhone17系列取消了Plus機型，引入了全新的Air系列，主打超薄設計。這款機型重量僅約145克，以5.6毫米的厚度成為蘋果史上...

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免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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17系列預購火爆》研報附件原文摘錄）投資要點：蘋果召開新品發布會北京時間9月10日凌晨1點，蘋果以「前方超燃」為主題舉辦了2025年秋季發布會，正式推出了iPhone17系列新品。iPhone17系列取消了Plus機型，引入了全新的Air系列，主打超薄設計。這款機型重量僅約145克，以5.6毫米的厚度成為蘋果史上最薄的智能手機，並搭載了與Pro系列同款的A19Pro處理器。iPhone17Air邊框採用鈦金屬打造，全面轉向eSIM設計，取消了物理SIM卡槽。iPhone17Pro系列迎來了模具大改，最顯著的變化是後置攝像頭模組採用了全新的橫向矩陣設計，告別了沿用多年的方形凸起設計。材質方面，Pro系列放棄前代鈦金屬材質，迴歸一體成型的航空級鋁合金機身。此外，蘋果首次為iPhone打造了VC均熱板散熱系統，配合金屬一體化機身，能夠迅速散發熱量。官方宣稱，iPhone17Pro系列持續性能較iPhone16Pro提升40%。新款AppleWatch升級。蘋果將AppleWatch定位為健康助手，稱AppleWatch11是該司「最薄、最舒適的手錶」；新款AppleWatchUltra3的邊框更窄，螢幕略大，刷新率更高，角度亮度也更好。iPhone17系列預購火爆據每日經濟新聞報道，9月12日20時，iPhone17系列於正式開啓預售，用户搶購熱度較高，還有眾多用户前往蘋果門店。在官方AppleStore渠道，不管是App還是網頁都出現了卡在「歡迎頁面」的情況，「iPhone17搶不到」衝上微博熱搜。建議關注摺疊屏鉸鏈（精研科技、東睦股份、統聯精密、宜安科技、領益智造、科森科技等）；面板設備、柔性蓋板貼合設備（聯得裝備、華興源創、精測電子、深科達、易天股份等）；液冷微泵、散熱（艾為電子、日豐股份、智動力、飛榮達、中石科技、蘇州天脈等）；自動化組裝設備（博眾精工、賽騰股份、快克智能等）；自動化檢測設備（燕麥科技、傑普特、強瑞技術、天準科技、科瑞技術、榮旗科技等）；3D打印應用（華曙高科、鉑力特等）。風險提示行業景氣度不及預期風險，宏觀經濟波動風險，行業競爭加劇風險。","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"}}}