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[Brokerage Focus] Goldman Sachs points out that the growth of shipment volume in the smart phone market in China is slowing down, but the trend of camera specification upgrades is obvious.
Goldman Sachs research reports pointed out that in 2024, the growth of china's smart phone market shipments slowed down, with a 1% year-on-year decrease in shipments in October, while a 6% year-on-year increase from January to October. After reaching the peak in May, monthly shipments in the market decreased each month from June to October. It is expected that the year-on-year growth in November and December will continue to be under pressure due to the high base effect last year. Nevertheless, the trend of upgrading camera specifications is obvious, with the penetration rate of cameras with 20 million pixels or more increasing to 52% by 2024 so far, compared to 39% and 31% in 2023 and 2022, respectively, which aligns with Goldman Sachs' views.
Industry-first, Huawei Mate 70 RS is equipped with high and low-frequency dual vibration diaphragm stereo speakers.
According to media reports, the product may be the new speaker 'Ultimate Speaker' announced by aac tech (02018) on the same day.
[Brokerage Focus] Haitong Int'l is bullish on AI glasses becoming an important form of edge AI and suggests attention to Sunny Optical (02382) and AAC Tech (02018).
Jingu Financial News | Haitong Int'l released research reports, according to IT Home's official website, at the 2024 Baidu World Conference on November 12th, Baidu officially launched Xiaodu AI Glasses, describing the product as the "world's first native AI glasses with a large Chinese model". The Xiaodu AI Glasses feature: 1) Camera: 16MP ultra-wide-angle camera, with AI anti-shake algorithm support; 2) Battery life: Supports over 5 hours of continuous listening, can be fully charged in 30 minutes, nominal standby battery life of 56 hours; 3) Acoustics: Equipped with a four-microphone array for voice recognition, featuring an open design to prevent sound leakage; 4) Weight: 45g;
Credit Lyonnais: Raises the target price of aac tech (02018) to 47.7 HKD and includes it in the preferred list of china technology stocks listed in hong kong.
Lyon has raised the earnings forecasts for AAC Technologies for 2024 and 2025 to 1.52 billion yuan and 2.2 billion yuan, respectively.
Tim Cook visited Beijing three times this year! Apple supplier stocks are surging.
On Monday, Hong Kong stocks related to apple supplier collectively "stirred up". The market suddenly surged in the morning and then fluctuated down in the afternoon.
HK stocks see unusual movement | Mobile industry chain rises in early trading, Huawei Mate 70 to be released soon, institutions bullish on product innovation driving fourth-quarter market and supply chain.
The mobile industry chain rose in early trading. As of the deadline for submission, aac tech (02018) rose by 7.01% to HK$36.65; q tech (01478) rose by 4.58% to HK$5.94; Sunny Optical (02382) rose by 3.61% to HK$60.25.
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