华福证券指出，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。东莞证券认为，近期多家终端密集发布新品，AI创新、功能升级成主要亮点，且超大杯功能下放趋势明确。后续在以旧换新刺激政策的推进，AIAgent功能逐步落地与完善、智能手机的功能升级等多因素推动下，消费者换机需求有望进一步释放。The mobile phone industry chain rose in early trading. As of press release, Ruisheng Technology (02018) rose 7.01% to HK$36.65; Qiu Titanium Technology (01478) rose 4.58% to HK$5.94; and Sunyu Optics (02382) rose 3.61% to HK$60.25.
Zhitong Finance App learned that the mobile phone industry chain rose in early trading. As of press release, Ruisheng Technology (02018) rose 7.01% to HK$36.65; Qiu Tai Technology (01478) rose 4.58% to HK$5.94; Sunyu Optics (02382) rose 3.61% to HK$60.25; BYD Electronics (00285) rose 3.22% to HK$35.3; Gaowei Electronics (01415) rose 1.7% to HK$23.95.
According to news, the Huawei Mate Brand Festival will be held at 14:30 p.m. on November 26. At that time, the Huawei Mate 70 series and various new full-scene products will be officially unveiled. It is worth mentioning that the Huawei Mate 70 series officially opened pre-orders at 12:08 on November 18. Only ten minutes after opening, 0.4 million people have already booked. As of the morning of November 19, over 2 million people had pre-ordered the Huawei Mate 70 series on the Huawei Mall. 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 pointed out 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. Dongguan Securities believes that recently, many terminals have been intensively releasing new products, AI innovation and functional upgrades have become the main highlights, and there is a clear trend of devaluing oversized cup functions. In the future, consumer demand for switching is expected to be further released, driven by multiple factors such as the promotion of trade-in stimulus policies, the gradual implementation and improvement of AIAgent functions, and functional upgrades of smartphones.
