HK Stock Market Move | COWELL (01415) up by more than 4% Apple may release new products next month The company's performance in the second half of the year is expected to increase significantly.

COWELL (01415) rose by over 4%, soaring by 4.08% to 21.7 Hong Kong dollars as of press time, with a trading volume of 57.06 million Hong Kong dollars. On the news front, CMSC pointed out that the company is currently the main supplier of front camera modules for iPhone and iPad, cooperating with Apple for over a decade. With profound technical expertise and significant improvements in cost control and customer service after being acquired by Lijing, the company is expected to enter the supply chain for the new iPhone rear camera module in the second half of this year, with potential to add several billion dollars to its revenue. Founder previously mentioned that Gao Wei will enter the new rear camera project for the first time this year, and strong performance is expected in the second half of 24H2. According to reports, Apple may host another event in October this year to release new Mac and iPad models. Galaxy Securities research reports indicate that with the combination of smartphone innovations, aesthetic upgrades, and the replacement cycle, Apple phones could enter a new replacement cycle. With the ecosystem of Apple AI continuing to expand, the Apple supply chain is expected to perform beyond expectations in the next three years. Outlook is positive for the performance growth of companies in the supply chain.