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Apple has begun planning for the second generation of AR/MR headsets.
The sector is strong, and many leading stocks have risen sharply
Today's electronic manufacturing performance is strong, the index rose 3.36%, and concept stocks such as Heertai and Topband shares gained a stop-and-go board, and Goertek shares, Lixun Precision, and Lin Weina and other stocks rose in the front.
Apple has begun planning for the second generation of AR/MR headsets
On the news side, Tianfeng International analyst Guo Mingji published a research report today that Apple has begun to plan the second generation of AR/MR headsets, and the shipment schedule is the second half of 2024. Compared with the first generation, which is expected to be mass-produced by the end of the fourth quarter of 2022, improvements in the second generation include lighter weight, design, battery system and processor.
The research report pointed out that Luxshare Precision is the NPI (new product introduction) supplier of Apple's second-generation AR/MR headset (the first generation is Pegatron), which means that Luxshare Precision is at least initially an exclusive supplier, and Apple's second-generation AR headset shipments will grow significantly. Benefiting from the significant growth of several new productSYPIs and vertical integration businesses, and the recovery of Year-on-year growth in AirPods shipments from the first quarter of 2022, It is expected that the growth momentum of Luxshare Precision will accelerate from the first quarter of 2022.
Tianfeng International forecasts that Apple's AR/MR headsets will ship 2.5 million–3.5 million and 8–10 million units in 2023 and 2024, respectively.
Northbound funds added 5 shares
Securities Times Data Treasure Statistics 50 only involves electronic manufacturing, AR/VR, meta-universe concept stocks. These concept stocks have risen an average of 9.14% since November, outperforming the broader market (2.54%). Among them, NavInfo, Goertek shares, Wingtech Technology rose in the front.
From the perspective of institutional attention, these concept stocks are generally both popular concepts such as Apple and semiconductors, and the market attention is relatively high, and the number of institutional ratings in 42 of the 50 shares exceeds 10. Data treasure statistics show that the number of institutional ratings in 11 shares, such as Perfect World, Weier Shares, iFLYTEK and North Huachuang, exceeds 30.
Data treasure statistics show that since this week, Weier shares, GigaDevice Innovation, Sunwoda, Zhuoshengwei, Industrial Fulian have received more than 100 million yuan of northbound funds to increase their positions. Among them, Weier shares have received 704 million yuan of northbound funds since this week. In the past 3 days, Luxshare Precision, Goertek shares, Perfect World, Gigabit Innovation, Dongshan Precision and other 10 shares to obtain more than 100 million yuan of main funds to increase the position, of which Lixun Precision since this week's main capital net inflow reached 1.655 billion yuan, the company's stock price has risen by 14.13% in 3 trading days since this week; yesterday, the company said on the investor interactive platform that AR and VR are important product lines in consumer electronics, whether it is parts or machines, the company has a layout, and is also negotiating with customers in the relevant market.
Data treasure statistics, from the performance growth point of view, excluding the concept stocks with poor performance in the third quarter, the institution predicts that there are 25 concept stocks with a performance growth rate of more than 40% this year, and the net profits of Beijing Junzheng, BOE A, TCL Technology, and Guangguang Media are expected to double this year. Beijing Junzheng recently said in an institutional survey that the supply chain of smart video chips, some memory chips, analog chips and other supply chains is still relatively tight, and the company is trying to strive for more production capacity to ensure customer demand; the company's ISSI production capacity this year is more lacking in SRAM, Flash and Analog product lines, and next year's production capacity is expected to increase.
Disclaimer: All information content of data treasure does not constitute investment advice, the stock market is risky, and investment should be cautious.
Responsible Editor: Ho Yu
Data Treasure (shujubao 2015): Securities Times Intelligent Original New Media.