来源： 证券时报

新年第一个交易日，欧菲光（002456）未能迎来开门红，股价反而大跌6.18%。此前两个交易日，欧菲光分别下跌2.17%、3.63%，近3个交易日累计跌幅已经达到11.55%。

欧菲光股价大跌可能与苹果减产的传闻有关。有媒体援引外媒近期的报道，称根据供应商的数据来计算，苹果将于2017年第一季度将iPhone产量下调约10%，如果消息属实，这将是苹果连续第二年在新年首个季度减产。信维通信（300136）、长盈精密（300115）、立讯精密（002475）等苹果概念股1月3日的跌幅也超过了5%。

令人欣慰的是，欧菲光实际控制人及高管立刻行动，用真金白银的增持来传递信心。

欧菲光1月3日晚间公告，公司实际控制人、董事长蔡荣军1月3日增持63.03万股，占总股本的0.058%，增持均价31.73元/股，耗资近2000万元。此次增持后，蔡荣军持有欧菲光2.14亿股，占总股本的19.67%。

公告特别提到，“增持体现了公司实际控制人、董事长蔡荣军对公司发展前景及未来持续稳定发展充满信心。”

此前的2016年11月11日，欧菲光发布《关于实际控制人增持公司股份计划的公告》，基于对公司未来发展前景的信心以及对公司价值的认可，蔡荣军计划自2016年11月10日起6个月内，拟增持不超过1亿元，蔡荣军已于2016年11月10日增持5.01万股，增持金额199.35万元。

按照该增持计划，蔡荣军在今年5月10日前，仍有近8000万元的增持空间。

欧菲光1月3日晚间同时公告，公司董秘肖燕松、财务总监李素雯分别增持1.73万股、1.6万股，增持金额分别为55.17万元、50.85万元。此次增持后，肖燕松、李素雯分别持有欧菲光股份0.06%、0.14%。

增持公告同样提到，“增持体现了公司董事会秘书肖燕松和财务总监李素雯对公司发展前景及未来持续稳定发展充满信心”。

附:原文报道

Apple to slice iPhone production 10%

Sluggish sales spur January-March cuts for second year

Sales of the iPhone 7 proved disappointing.

TOKYO -- Apple will trim production of its iPhone family around 10% on the year in the first quarter of 2017, according to calculations by The Nikkei based on data from suppliers.

This comes after the company slashed output in January-March 2016 due to accumulated inventory of the iPhone 6s line at the end of 2015. That experience led Apple to curb production of the iPhone 7, introduced in September, by around 20%. But the phones still have sold more sluggishly than expected. Information on production of the latest models and global sales suggests cuts in both the 7 and 7 Plus lines in the coming quarter.

The larger iPhone 7 Plus, which features two cameras on its back face, remains popular. But a shortage of camera sensors has curbed Apple's ability to meet demand for the phones.

U.S. research company IDC forecasts global smartphone shipments in 2016 on par with the 2015 level. Even Apple has had difficulty creating appealing new features, stifling demand from customers who otherwise would look to upgrade to the latest device.

Japanese demand for the iPhone 7 line is strong, thanks in part to the phone's compatibility with contactless IC chip readers, commonly used for services such as payment. But this country makes up just 10% or so of the global smartphone market, and cannot compensate for sluggishness overall.

Japanese component producers will again feel pain from the coming cuts. But orders from Chinese smartphone makers, as well as growing demand for automobile technology linked to automated driving, will soften the blow. A source at a major parts producer called Apple's production cut "within expectations," saying the company has reduced the role Apple plays in its overall business.

(Nikkei)