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Oriental securities: investment opportunities arising from the expected iPhone5 (stock-pickers) Investment strategy and recommendations: our iPhone supply chain-related companies in the a-share Combs, mainly in the following 6 companies: songs, acoustics, electro-acoustic, a total of desay battery, Central electronics, Fu ' anjie tech, jinli technology. IPhone business contribution to revenue and profit levels for listed companies, we expect the song, acoustic and desay batteries have a higher totalElectro-acoustic and ring XL electronic medium, and lower An Jie technology and John c. McGinley technology. Expected benefits from the iPhone5, large-scale stock production to begin in the third quarter read more, it is recommended that concerned in this process are expected to benefit from the larger desay battery (not rated), the song acoustic (not rated) and ring XL electronic (not rated).