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Omdia: In the second quarter of 2021, the global smart phone shipments totaled 290.3 million units, a 9.3% increase year-on-year.
According to the latest Omdia research report on smart phone shipments, the total number of shipments in the second quarter of 2024 reached 0.2903 billion units. Compared with the previous year, it increased by 9.3% YoY, but decreased by 3.2% QoQ.
Illustration | Southbound funds increase their positions in Xiaomi, China Construction Bank, and Tencent against the trend.
Today, southbound funds net sold HKD 1.896 billion of Hong Kong stocks. Among them, the net purchase of Xiaomi was HKD 0.49 billion, China Construction Bank Corporation was HKD 0.335 billion, Tencent was HKD 0.306 billion, CNOOC was HKD 0.211 billion, and China Mobile was HKD 0.208 billion. Tracker Fund of Hong Kong was net sold for HKD 2.923 billion, Hang Seng H-Share Index ETF was net sold for HKD 0.799 billion, HSBC Holdings was net sold for HKD 0.501 billion, China Shenhua Energy was net sold for HKD 0.354 billion, Meituan was net sold for HKD 0.252 billion, and CSOP Hang Seng Tech Index ETF was net sold for HKD 0.212 billion. According to statistics, southbound funds have net purchased Tencent for 7 consecutive days, totaling HKD 5.05352 billion; net purchased Xiaomi for 6 consecutive days, totaling HKD 1.06829 billion; and net purchased CNOOC for 5 consecutive days.
[Brokerage Focus] Guoyuan International: Continuous iteration of AI technology is expected to promote the sustained development of the industry in the medium to long term. Recommend Xiaomi Corporation-W (01810).
According to Guoyuan International Research, all major global smartphone manufacturers have already laid out AI-enabled phones, stimulating demand and driving growth in the industry. The global smart phone market achieved three consecutive quarters of growth in Q2 2024, with a year-on-year growth of 12%, reaching a shipment volume of 0.288 billion units. Canalys predicts that the penetration rate of AI-enabled phones worldwide will reach 16% by 2024 and 54% by 2028. According to Counterpoint data, the proportion of smart phones with GenAI functionality in the global smart phone sales in Q1 2024 surged from 1.3% in the previous quarter to 6%.
[Brokerage Focus] Bocom Intl: Internet plus-related industry trends are in line with the overall market, recommending jd.com (09618) and Tongcheng (00780).
According to Bocom Intl's research, the Chinese Internet index (KWEB) fluctuated slightly with the general market, down 2% month-on-month, compared to Nasdaq/Hang Seng's respective declines of 1%/2%. In terms of industry performance: E-commerce/search and advertising +3% > Culture and entertainment -1% > Lifestyle services/games/social networking -3% > Education -9% > OTA -10%. In terms of individual stock performance, Joyy (+11%)/Zhiwen (+10%)/Yeahka (+10%)/Alibaba (+10%)/Dada (+5%) had the highest gains. Tuhu (-27%)/Youdao (-21%)/Shunfeng Express (-20%
TechInsights: In the second quarter of the global smart phone shipments rebounded by 8% year-on-year to reach 0.29 billion units.
According to the latest research from TechInsights' smart phone research team, global smart phone shipments rebounded by 8% year-on-year in the second quarter of 2024, reaching 0.29 billion units.
HK stocks concept tracking | In July, the performance of new energy vehicle companies was still impressive! The penetration rate of new energy is about to break through the 50% mark (with concept stocks).
On August 1st, multiple electric vehicle companies successively released their sales and delivery data for July.
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