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行业巨头新品催化不断 消费电子板块情绪有望进一步强化

Industry giants continuously catalyze new products, and the sentiment of the consumer electronics sector is expected to be further strengthened.

cls.cn ·  Aug 26 19:57

Apple will hold its largest product launch event of the year on September 9th local time, when the company will introduce the latest iPhone, watch, and AirPods.

According to media reports, Apple will hold its largest product launch event of the year on September 9th local time, when the company will introduce the latest iPhone, watch, and AirPods. Although the specific time has not been announced, the company is preparing for this date, which falls on a Tuesday. After the launch, the new phones will be available for sale starting on September 20th, consistent with Apple's recent practices. Meanwhile, at the inaugural ceremony for the Enjoy S9, Yu Chengdong responded to the release date of Huawei's first foldable screen phone, confirming that it will be officially unveiled in September.

Major consumer electronics manufacturers will release new products in September, further catalyzing sector sentiment. Huafu Securities stated that consumer electronics is at the triple turning point of short-term stabilization and recovery, industry innovation driven by AI, and continuous catalyst from big players' new products. (1) AI will first land in mature consumer electronics products such as smartphones, driving both volume and price growth. (2) In addition, AI will accelerate exploration of new hardware forms. AIOT products such as ARVR and smart watches are expected to explore new application scenarios under the empowerment of AR, accelerating innovation in consumer electronics new hardware forms.

According to the Financial Data Center, among related listed companies:

Jiebang Technology specializes in precision functional and structural components for consumer electronics, with most of its products applied to Apple's laptops and tablets.

Jinfu Technology mainly engages in the production of optical films, tapes, insulation die-cut products, precision metal structural components, and the application of graphene heat dissipation film in various consumer electronics products such as smartphones, tablets, and smart wearable devices.

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