Cost pressure or shared by three parties? Apple is impacted by Trump's tariff policies, prompting a response from the "fruit supply chains."

① Under the new tariff policy of Trump, Apple Inc. may face a sudden increase in costs due to the Global supplier strategy; ② Since April 3rd, Apple and its supply chain stocks have significantly dropped, with the three major A-share supply chain companies falling more than 30%; ③ Several interviewees believe that Apple may address this cost pressure through three aspects: increasing terminal prices, compressing supply chain costs, and bearing the costs itself.

cls.cnApr 9 10:58 ET

Strong policies to maintain stability inject confidence, the Agriculture chain and CSI Consumer 360 index are expected to progress together.

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cls.cnApr 8 21:28 ET

【Data Viewing】Four Institutions join forces to bottom-feed Goertek Inc. Retail funds and Algo activity remain persistently sluggish.

① Apple Supplier stock Goertek Inc. has experienced a consecutive three trading days of limit downs, with data from the market showing that the stock received a total Buy of 0.146 billion from four Institutions today. ② The Index rebounded, but the activity of first-tier speculative capital and Algo funds remains quite sluggish, with a low number of stocks being traded.

cls.cnApr 8 05:59 ET

Huijin takes action to stabilize! The A-shares' "deep squat" may welcome a recovery window.

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cls.cnApr 7 21:15 ET

[Data Analysis] Institutions are intensely competing over Luxshare Precision Industry, with a significant decrease in the activity level of Algo funds.

① The limit-down Luxshare Precision Industry was bought by four institutions for 0.593 billion, while it was sold by four institutions for 0.443 billion. In addition, multiple Consumer Electronics and high export proportion Concept stocks were sold by institutions. ② The activity of Algo funds decreased today, with a clear reduction in the amount and number of stocks being bought and sold.

cls.cnApr 3 06:01 ET

Goertek Inc.'s revenue in 2024 has surpassed 100 billion, with a Net income growth of 144.9%. Q4 Net income decreased by 71.5% quarter-on-quarter | Insights from the Earnings Reports.

In the context of the overall slowdown in growth within the Consumer Electronics Industry, Goertek Inc. delivered an unexpectedly strong performance in its 2024 report, with steady annual revenue growth and a nearly 1.5-fold increase in Net income. Revenue in the fourth quarter reached a record high for the year, but due to increased cost pressures, Net income saw a significant decline quarter-on-quarter. On the 26th, Goertek Inc. released its 2024 performance report, with the following key points: Steady revenue growth: In 2024, revenue reached 100.954 billion yuan, breaking the 100 billion mark for the first time, and growing 2.41% year-on-year; Q4 revenue was 31.308 billion yuan, the highest quarterly revenue for the year. Significant improvement in profitability: Annual Net income.

wallstreetcnMar 26 10:00 ET