The second quarter of 2025 heralds a modest uptick in smartphone sales in China. Notably, Huawei is poised to reclaim the market leadership position, while Apple registers an impressive 8% year-on-year growth, attributed to the robust demand for the iPhone 16 Pro and Pro Max. This marks Apple's first quarterly growth in two years, reversing a persistent downtrend. In the Hong Kong stock market, Apple concept stocks have generally surged, with standout performers including Tongda Group, Foxconn International Holdings, and Sunny Optical Technology Group. According to Counterpoint Research, Huawei's sales soared by 12% year-on-year, making it the fastest-growing brand. In contrast, vivo's sales declined by 9% year-on-year, placing it in second position, with Apple trailing closely in third. Analysts attribute Huawei's success to its strong brand loyalty and consumers' eagerness to upgrade, while Apple's pricing adjustments and promotional strategies, particularly ahead of the 618 shopping festival, have effectively bolstered sales.