Consumer electronics has recently ushered in two major benefits:
1. According to IDC statistics, global smartphone shipments reached 289.4 million units in the first quarter of this year, a year-on-year increase of 7.8%. Looking at the increments of major mobile phone manufacturers, Apple fell by 9.6%, Transsion mobile phone sales soared by 13.1 million units, a year-on-year increase of 84.9%, and Xiaomi shipments increased by 10.3 million units, a year-on-year increase of 33.8%, Transsion and Xiaomi accounted for all the increases.
2. AMD has launched two new products for AI PCs, these two new products, Ryzen Pro 8040 and Ryzen Pro 8000, are suitable for laptops and desktops respectively, AMD is the first x86 processor manufacturer to introduce AI processing NPU (neural processing unit) into the PC market.
The recovery is being continuously verified, and before the consumer electronics industry, a number of companies issued performance pre-increase announcements, Feirongda (300602) net profit increased by 1.83-2.03 times year-on-year, Changying Precision increased by 4.07-5.3 times year-on-year, Yutong Optics increased by 2.4-3.4 times year-on-year, panel leader BOE A performance increased by 2.2-3.04 times, and Allwinner Technology increased by 2-2.3 times year-on-year. The consumer electronics sector has fallen by 22% recently.
In the consumer electronics sector, companies with dividend rates of more than 5% in recent years include Haineng Industry (6.5%), Hitevision Technology (5.8%), Yingqu Technology (5.69%), Heshun Technology (5.42%), and Kuaike Intelligent (5.37%).
After the China Securities Regulatory Commission pointed out that the market misread the new rules for delisting, most of the companies that were injured by mistake began to rebound, in the consumer electronics sector, the 20cm limit of Jiebang Technology for precision functions and structural parts, the Tiandeyu of the display driver chip also rose by the limit, PCB Kexiang shares rose 17%, the communication antenna Shuobeide rose 15%, and the camera Dongtian Micro rose 14%.
In terms of specific stocks, you can pay attention to stocks with expected differences, such as Dongtian Micro (301183), the company's spin coating filter may be used on Huawei P70, the value of a single filter is expected to be 16~20 yuan, the technical barrier of spin coating filter is high, it can effectively filter stray light, improve imaging quality, and rotate, can flexibly adjust the filter effect, 2024 or will open the first year of the industry, the specific situation also needs to observe the company's performance in the first quarter, pay attention to observe whether the expectation can be fulfilled.