华福证券表示，消费电子正处AI带动行业创新周期来临和巨头新品催化不断的拐点。此外，特朗普上台后或加关税的问题，对果链影响可控。此前特朗普执政过程中苹果的iPhone、iPad和Apple Watch等产品获得了关税减免。而全球消费电子制造业中，国内厂商优势非常明显。且国内厂商在越南、泰国等海外地区已经提前布局产能，即便关税落地，对公司实际经营也影响有限。The mobile phone industry chain rose in early trading. As of press release, Qiu Tai Technology (01478) rose 5.66% to HK$5.23; Sunyu Optics (02382) rose 4.61% to HK$57.9; BYD Electronics (00285) rose 4.04% to HK$29.6; and Gaowei Electronics (01415) rose 2.25% to HK$25.
The Zhitong Finance App learned that the mobile phone industry chain rose in early trading. As of press release, Qiu Tai Technology (01478) rose 5.66% to HK$5.23; Sunyu Optics (02382) rose 4.61% to HK$57.9; BYD Electronics (00285) rose 4.04% to HK$29.6; and Gaowei Electronics (01415) rose 2.25% to HK$25.
According to the news, Huawei official WeChat officially announced that the Huawei Mate 70 series will be unveiled at the Mate brand ceremony to be held at 14:30 on November 26. Yesterday, the Huawei Mate 70 series officially opened pre-orders, and the number of reservations exceeded one million in just over an hour. Tianfeng Securities said it is optimistic that product innovation will strongly drive the smartphone market and related supply chain in the fourth quarter.
Huafu Securities said that consumer electronics is at an inflection point where AI drives the industry's innovation cycle and the continuous catalysis of new products from giants. Furthermore, after Trump came to power or the issue of increasing tariffs, the impact on the fruit chain is manageable. Previously, during Trump's administration, Apple products such as iPhone, iPad, and Apple Watch received tariff relief. However, in the global consumer electronics manufacturing industry, the advantages of domestic manufacturers are very obvious. Moreover, domestic manufacturers have already laid out production capacity ahead of schedule in overseas regions such as Vietnam and Thailand. Even if tariffs are implemented, the impact on the company's actual operations is limited.
