In the morning trading of Amman, the China Fund News, on June 17, the "interest rate cut" expected by the market did not come as promised, and A-shares fell briefly. With the release of May economic data by the National Bureau of Statistics, several sectors, including consumer electronics, have become active. As of the midday closing, affected by the decline of liquor, coal and other heavyweight stocks, the Shanghai Index fell 0.51%; Driven by the repeated activity of new energy vehicles, chips and other sectors, the Shenzhen Composite Index rose 0.37% and the GEM Index rose 0.8%. On the whole, more than 3400 shares fell, and 490.1 billion yuan was traded in the two markets in half a day, 15.3 billion yuan higher than the previous trading day.
See "Oolong Finger" again? Near 10:30 on the morning of June 17, a small transaction occurred in the "20 Special Countries 04" on the Shanghai Stock Exchange, falling 9.99% to 91.81 yuan, with a transaction amount of 8300 yuan.
Industry insiders speculate that it is probably the wrong order. But different from the past, as of press release, the Shanghai Stock Exchange has still not issued a notice of trading suspension. Important data release Collective explosion of consumer electronics In the morning of June 17, the National Bureau of Statistics released important data. According to the data, the retail sales of communication equipment consumer goods in May reached 61 billion yuan, up 16.6% year on year; From January to May, the retail sales of communication equipment consumer goods reached 285.6 billion yuan, up 13.9% year on year.
Subsequently, the consumer electronics sector represented by AI mobile phones and AI PC concepts rose sharply, Wanxiang Technology 、 Leading, benefiting, intelligent and manufacturing 、 Siddick 、 Pengding Holding 、 Dongshan Precision And other multi share trading limits.
Among them, we will build two boards in four days.
According to the data, the products of LinkedIn Intelligent Manufacturing cover all kinds of AI terminals and are at the forefront of the industry in the application practice of heat dissipation, batteries, fast charging, carbon fiber products and other functional parts. In 2023, LinkedIn's AI terminals and communication related products will achieve revenue of about 30.7 billion yuan, with a gross margin of about 22%. Among them, power supply, battery, heat dissipation, display, camera, middle frame and other components account for a relatively high proportion of revenue. XR/smart wear, folding screen mobile phones, servers robot The revenue of terminal related components grew rapidly, and the company showed significant competitive advantages in the fierce competition in the era of consumer electronics stock. Dongjing Electronics In the intraday trading limit, four trading limit boards were closed consecutively.
It is understood that Dongjing Electronics is a professional manufacturer of high-quality quartz crystal components for terminal products in many fields such as global communication, information, network, automotive electronics and household appliances. The company's downstream terminal customers include Sony, Canon, Panasonic, Samsung Hikvision Dahua, Hisense, Changhong, Ouzhitong, Gongjin, Fenghuo, Anke, Zero Run BYD And many other well-known enterprises.
BOC Securities Analyst Tao Bo pointed out that in the future, first of all, smart phones and PCs are approaching the critical point of the replacement cycle, and the demand for "passive replacement" is expected to recover; Secondly, the launch of smart phones with stronger AI capabilities and AI PCs may stimulate the demand for "active replacement"; Finally, driven by hardware iteration and mature content, XR devices are expected to open the consumer market and usher in new development opportunities. Therefore, under the influence of multiple factors, it is expected to drive the prosperity of the consumer electronics industry to continue to recover. Metal 3D printing faucet Abrupt straight line Pullup Near noon, "3D printing first" Platinum Suddenly straight up.
On the news side, Guo Mingxuan, a well-known analyst, said on X that Series 10 will have an appearance upgrade, including a larger screen size (from 45mm/41mm to about 49mm/45mm) and a change book. The specifications of the Apple Watch Ultra model have not changed significantly. If the production yield can meet the expectations, the case color option (black/dark) may be added. Apple Watch will adopt the mechanism parts produced by 3D printing technology from the second half of 2024. Although there was no mass production last year, after more than a year of intensive testing, the production efficiency of 3D printing has improved significantly. The supplier of 3D printer components is Pallite. Different from the previous one, last year Pallite was the equipment supplier, and this year it was the mechanism parts manufacturer. Because 3D printing has Cost advantage Therefore, it is expected that the 3D printing machine components of Pallite will be Shipment It will continue to grow and have the opportunity to achieve the Apple Watch enclosure (because the difficulty is lower than that of other Apple products). Sales volume explodes New energy vehicle sector soared Recently, BYD's share price has been rising continuously, mainly because the market's expectation of the company's sales volume has increased significantly since the release of Qin L. Although the market rumors that Qin L's order volume exceeded 1 million vehicles have not been confirmed, from the data obtained from multiple channels, it is an indisputable fact that BYD's orders for related models have increased significantly. According to the news of BYD Automobile on June 17, the sales volume of the new generation of courtesy car "Haiou" reached 35370 in May, winning the monthly sales champion of pure electric car+A00 model.
Affected by the good news, in the morning of June 17, BYD's share price hit a new high in 10 months, and its range has risen more than 50% since the bottom of February.
The new energy vehicle sector also recovered as a whole. Sailux Leading the rise, JAC 、 Chang'an Automobile Wait to keep up.
On the news side, in the first week of the launch of the new M7 Ultra, the delivery volume exceeded 4349, setting a record for the delivery of new power models in China; Interworld M9 has also won the first place in weekly sales of luxury models of more than 500000 yuan for several consecutive times. The performance of Celes in the first quarter of this year is very impressive. The main revenue in the first quarter was 26.561 billion yuan, up 421.76% year on year. In the fierce market competition, the AITO series jointly designed by Cyrus and Huawei has won widespread recognition from the market and users with its outstanding technical strength and innovative products. Guohai Securities The research paper pointed out that the automotive industry continues to be optimistic about the trend of electrification, intelligence, high-end and globalization. The medium and long-term upgrading trend of automobiles will drive the medium and long-term growth of high-quality automobile companies. Editor: Xiao Mo Reviewed by: Xu Wen
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