Apple's iPhone5 went on sale in Hong Kong on September 21. The main hardware upgrades include CPU, screen, camera, network and microphone. The iPhone5 is 7.6mm thick and 112g heavy, which are 18% thinner and 20% lighter than the iPhone4S. Apple topped the list with a brand value of 100,239 billion euros, or 819.6 billion yuan, according to a list of the world's top 100 brands released recently by Eurobrand, an independent European brand research company. Apple shares in China have been on a tear in recent days due to the release of the iPhone5. What's the gold in Apple stocks in China?

Oriental Securities: iphone5 released Unicom the fastest within 3 months to sell 3 shares

-- Communications and communications equipment industry reviews

Industry news:

1, Minister of Industry: 4G network licensing or more than a year later

2, 2013 Android machine cumulative shipments will break through the 1 billion mark

3, Unicom the fastest 3 months to sell iPhone5

4, China Telecom said 2012 Chinese city 20M broadband access coverage of 100%

5, Ericsson is expected to move Mobile data traffic will increase 15 times in five years

Investment strategies and suggestions :

China Unicom (600050, buy)

Zhongbao performance as scheduled, 3G business healthy and orderly, leading the company to continue to grow rapidly. The cost is controllable, and the overall performance growth can be sustained. Under the overall weak market, the performance of operators is relatively certain, and they are optimistic about the defensive value of Unicom. The operator's own operating cycle is weakly correlated with the overall economy, and under the premise of determining the performance, the research report is optimistic about the defensive value of Unicom. Other positive factors that are expected to affect the stock price before the end of the year, such as: this year's net profit is likely to exceed the research report's expectation of 6 billion, and the iPhone5 is expected to be launched in China at the end of this year, are also worth looking forward to.

Fiberhome (600498, buy)

Transmission expansion will continue to promote the rapid growth of its system revenue. Reflects that although the telecom operators access network system equipment investment growth rate may decline, but the actual installation rate under the background of transmission expansion investment cycle has arrived, it is expected that the next 2-3 years Fiberhome system equipment income is still expected to maintain rapid growth trend. According to the research report, the current increase in the actual installation rate of optical fiber to the home has become the focus of operators, which will promote the transmission expansion investment in the future to maintain about 25% sustained growth, and the industry boom is high. Overseas revenue growth is significant or will become a new growth point for Fiberhome in recent years. The gross profit margin of system equipment is expected to remain flat throughout the year.

Nichai Communications (002313, buy)

The company's growth model will gradually shift from industry demand-driven to field expansion-driven. The expansion of upstream and downstream layout: the upstream optical waveguide chip, the downstream communication engineering field has expanded smoothly. Product line expansion: From wiring products to base station integrated products, data center wiring and integrated products to expand the target market space. Overseas market expansion: After last year's key layout, it is expected to achieve rapid results.

Plastic Industry Video