Xiaomi industrial chain concept stock₩ε≥s rose first, Lansi techσ€nology and other stoc£≤Ωks followed
From：
Tech Company Date：06-05 Belong to：Industry Trends
Xiaomi's annual flagship con¥ference will be held in Shenzhen on May≠≈ 31. The new products identified in∞clude Xiaomi 8, miui10 and Xiaomi Braπ∑celet 3. Officials have sugges∞ted that Xiaomi 8 will become the ₩±£strongest camera phone for Xiao≠←mi. Currently, mix2s is the strongest c↓"≈amera phone with a DxOMark score of ✘97. According to another sΩ∞εource, Xiaomi 8 will als∑≥≥§o become the first Android camp toγ↔× support 3D structured ↓φ♥light, and support screen f♦★σλingerprint recognition.
In the first quarter, th ←$e domestic smartphone market'♣₽ γ;s shipment data was poπ>πor, and the industry was i±→♦→n a comprehensive de stock∞₽★ing. Changjiang Securities (6.43 - 3.02Ω↓♣×%, diagnosis unit) po¶$inted out that with the releas✔♠αe of Android flagshi↕≠£¶p, new machine sales in th↓♦e second quarter are expect✘→ed to drive the indu>✘γΩstry to recover, a new ro∞εβund of stock preparation in✘≠π the supply chain is opened, a↕∏nd it is expected that cons""δ→umer demand and the performance ↓∏of supply chain enterprisα™es will improve month on month≤§©. In addition, the replaceme₽★δnt time of Android brands, especially o×←φ≈ppo / vivo, is expected to arrive fr←>↔om the end of this yeσ♥ ↓ar to the first half of nex ± εt year.
Changjiang Securities believes that con♦±sumer electronics is at the bott®♠σ$om of the cycle and u¶&pward, and the investment lεπogic should be reshaped around ×≠≈the three clues of cycle, innovatΩλion and consumption upβ$δgrading.
Related beneficial shares: < b≤≈₹r / > 1
Pulutong (15.33-4.37%, diagnosis unβ ↕γit): Xiaomi provides supply chain mana↑♦gement services.
Zhuoyi Technology (8.82 susp↑®ension, diagnosis unit): Tian$δ"jin factory responsible for Xiaomi mobi©♦¥le power supply, its su£Ω↓pply has been in a state ofσγβ continuous increase.
Fenda Technology (9.06 - 3.82%, diagnoλ¶sis unit): Fenda techn$↕®λology is producing a new so↕ undbar for millet OEM,α♠ with an annual output of ↕₩more than 700000 sets. The company§© is cooperating withσ₹∏ Xiaomi to develop a&♣✘ new soundbar. According to an industλ ry insider close to the com•¶pany, Xiaomi has placed an orπ®der of 60000-70000 units per month ®™∞for Fenda, which is expected t✘♥o be used in the new generation o&f millet TV in May this year♣↕σ®.
Kairun shares (42.42-0.56%, diagnosi↑¥s shares): it has in-depth £≠cooperation with Xiao↑γ✔αmi to create the ultimate brand®✔ of intelligent travel & quo; 90δ&✘ points; and has jointly established Sh♠♣anghai runmi and Shanghai÷↑ shuomi to sell its own$βλ brand products through Xiaomi mall₹§βλ and other e-commerce channels.
In the first quarter, th ←$e domestic smartphone market'♣₽ γ;s shipment data was poπ>πor, and the industry was i±→♦→n a comprehensive de stock∞₽★ing. Changjiang Securities (6.43 - 3.02Ω↓♣×%, diagnosis unit) po¶$inted out that with the releas✔♠αe of Android flagshi↕≠£¶p, new machine sales in th↓♦e second quarter are expect✘→ed to drive the indu>✘γΩstry to recover, a new ro∞εβund of stock preparation in✘≠π the supply chain is opened, a↕∏nd it is expected that cons""δ→umer demand and the performance ↓∏of supply chain enterprisα™es will improve month on month≤§©. In addition, the replaceme₽★δnt time of Android brands, especially o×←φ≈ppo / vivo, is expected to arrive fr←>↔om the end of this yeσ♥ ↓ar to the first half of nex ± εt year.
Changjiang Securities believes that con♦±sumer electronics is at the bott®♠σ$om of the cycle and u¶&pward, and the investment lεπogic should be reshaped around ×≠≈the three clues of cycle, innovatΩλion and consumption upβ$δgrading.
Related beneficial shares: < b≤≈₹r / > 1
Pulutong (15.33-4.37%, diagnosis unβ ↕γit): Xiaomi provides supply chain mana↑♦gement services.
Zhuoyi Technology (8.82 susp↑®ension, diagnosis unit): Tian$δ"jin factory responsible for Xiaomi mobi©♦¥le power supply, its su£Ω↓pply has been in a state ofσγβ continuous increase.
Fenda Technology (9.06 - 3.82%, diagnoλ¶sis unit): Fenda techn$↕®λology is producing a new so↕ undbar for millet OEM,α♠ with an annual output of ↕₩more than 700000 sets. The company§© is cooperating withσ₹∏ Xiaomi to develop a&♣✘ new soundbar. According to an industλ ry insider close to the com•¶pany, Xiaomi has placed an orπ®der of 60000-70000 units per month ®™∞for Fenda, which is expected t✘♥o be used in the new generation o&f millet TV in May this year♣↕σ®.
Kairun shares (42.42-0.56%, diagnosi↑¥s shares): it has in-depth £≠cooperation with Xiao↑γ✔αmi to create the ultimate brand®✔ of intelligent travel & quo; 90δ&✘ points; and has jointly established Sh♠♣anghai runmi and Shanghai÷↑ shuomi to sell its own$βλ brand products through Xiaomi mall₹§βλ and other e-commerce channels.
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