Mining “Apple Ecosystem” Opportunities: Institutional Investors Intensify Research on Key Concept Stocks

Apple’s 2025 autumn launch ranked among the most closely watched tech events of early September, and a review of institutional research activity from August 14 to September 13 shows that Crystal-Optech, Shennan Circuits, Lens Technology, and Luxshare Precision each hosted visits from over 200 research teams. This concerted engagement underscores the market’s keen interest in stocks tied to Apple’s supply chain.

Crystal-Optech, a specialist in precision thin-film optical components, recorded 330 institutional visits during this period. The company confirmed that it supplies coated filters, thin-film optical panels, microprisms, and ambient-light sensors to a major North American client, and it is developing upgraded optical modules for that customer’s future flagship camera systems.

Shennan Circuits, a leading domestic PCB provider, explained that its substrate offerings span module-type, memory-type, and application-processor chip substrates, which are deployed in mobile devices, servers, and storage applications. The firm noted that accelerating AI adoption and the consequent demand for high-performance computing and fast networking have boosted orders for PCBs used in data-center AI accelerator cards, communication switches, and optical modules since early 2024.

Lens Technology, known for one-stop precision manufacturing solutions across the smart-terminal value chain, highlighted its role as the core structural-component supplier for first-generation smart headsets and as a provider of light-guide modules, microphone modules, and sapphire camera covers for leading AI glasses customers. With extensive vertical integration, the company aims to support rapid order growth in the smart-wearable segment and drive incremental revenue from this business line.

Luxshare Precision, a key player in consumer electronics assembly, anticipates stable to modestly higher demand in the third and fourth quarters as clients adapt to market challenges with mature sales strategies. The company confirmed that leading AI-edge device brands already count among its customers and that it is positioning resources to back emerging AI-edge platforms with strategic support.

From an investment standpoint, China Merchants Securities maintains a bullish outlook on a multi-year upcycle for Apple-chain suppliers, driven by the convergence of hardware innovation and AI. It identifies foldable handsets, AI wearables, XR hardware, and AI-enhanced smart-home products, alongside upstream optical and structural component innovation, as key growth catalysts. China Galaxy Securities similarly expects that the wave of product launches—bolstered next week by Meta Connect 2025—will enhance sales momentum for AI/AR glasses ecosystems and further benefit related supply-chain companies.